Lodgement - ATO View - Access a single, consolidated view of all expected and received ATO lodgments (via SBR) across Simple Fund 360 and Simple Invest 360 entities. View key details such as financial year, lodgment and payment due dates, form types, and more. To support easier reconciliation, the ATO’s lodgment status is compared against the status stored in BGL.
Wrap Statement Extraction - Automatically extract wrap investment data from multi-page PDF statements using SmartDocs. This feature eliminates manual data entry by accurately capturing key financial details, reducing processing time and improving accuracy in Simple Fund 360 and Simple Invest 360.
New Features
Enhancements
AI Assistants - Division 296 - This assistant has been further enhanced to provide more accurate Division 296 tax estimates based on entity data, along with greater transparency around the assumptions used when projecting future Division 296 tax.
BGLiD - Biometric Scanning is now available for BGLiD.
Consolidated Reporting - The ‘Generate PDF’ function will now include the customisable Statement of Financial Position, Operating Statement and Investment Report.
Consolidated Reporting - Elimination now allows you to eliminate Member balances, select multiple lines for elimination and other improvements.
Division 7A- Updated the Division 7A interest rate for the 2026 FY onwards as 8.37% (Simple Invest 360 only).
HUB24 Feed - Transaction Link Matching applied to enhance matching performance for Bank, Investment & Income transactions.
Property Dashboard - When the user adds a valuation from the property dashboard, this will now display the user's email as “created by” in the Investment Security List screen.
