Disclaimer
BGL is not Your accountant or adviser and use of the Software should not substitute professional
accounting or financial advice. It is Your sole responsibility to determine that the Software meets the needs of Your business
Overview
The ATO Assistant is a lightweight AI assistant designed purely for searching the official ATO website. It helps you quickly find answers to regulatory and compliance-related questions without manually browsing through ato.gov.au.
How to use the AI Assistant
Log in to Simple Fund 360 or Simple Invest 360, select an entity, and the Roni AI Assistant icon will appear at the top-right corner of the banner, next to the Help button.
- Choose ATO Assistant
- Ask your question, or select a suggested query
What Can ATO Assistant do?
- Search ATO website for official content
- Provide direct ATO reference
Sample Questions You Can Ask
- “What conditions must be met to make a recontribution under the COVID-19 early release scheme?”
- “What are the ATO’s reporting obligations for SuperStream rollovers and contribution errors?”
- “Provide the ATO criteria for a fund to qualify as a fixed trust for CGT concessions.”
Sample Actions You Can Ask
“Convert this ATO content into a professional PDF summary suitable for client communication.”
“Convert this ATO content into a Word template suitable for client communication.”
Limitations of this AI Assistant
- Only searches ATO official content
- No access to fund-specific or internal software data