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New BGL Support AI Assistant - We’ve added a new assistant to help streamline your entity processes in Simple Fund and Simple Invest 360!
- Select ‘BGL Support Assistant’ to chat with Roni for any software support queries!
- Roni will also suggest relevant help articles with links.
If Roni cannot answer your question, click ‘Chat with BGL Support’ to carry on your conversation with one of BGL's support agents.
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- New AI Tax Validation Assistant - An AI assistant has been added to help with errors encountered in the tax return. An explanation of the error, the ATO technical rule, key figures involved, and a suggested fix will all be included in the AI response.
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- Bank Feeds - Adelaide Bank products and services have transitioned to Bendigo Bank as of the 6 December weekend. BGL is working to finalise the transition by mid-December 2025. Impacted users will be notified by email once completed.
- Consolidated Reporting - Users can now export the Investment Report to Excel format.
- Division 7A - The Div 7A screen now allows the Dividend Declaration Date to be updated when selecting 'Pay as dividends'. (Simple Invest 360 only)
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Improvements to the Property Dashboard
- BCC and CC fields are now hidden by default in the outgoing email preview.
- Users can now allocate payments received to the appropriate invoice.
- Users can now sort each column in the invoice dashboard.
- Reports - We have updated the Property Rental Statement report format of Trusts, Companies and Individuals to match that of the SMSF template.
- Workpapers - New ‘Final Reviewer’. Workpapers now allows an optional ‘Final Reviewer': perfect for partners/secondary reviewers, as well as a ‘Ready for final review’ status.
- Workpapers - The 'Notify Audit' email now includes the entity’s ABN for easier identification.
- Consolidated Reporting - fixed an issue where customisation of layout settings were not saving correctly.
- Consolidated Reporting - fixed an issue where PDF report was not generating due to a large number of transactions.
- Entity Setup - Fixed an issue where special characters in Entity Name field were causing Entity Code to generate as blank.
- Member Dashboard & Transaction - Fixed an issue where the calculation for contribution caps did not include contribution reserves from previous financial year.
- Reports - Annual Tax Statement updated for franking credit net and gross amounts. (Simple Invest 360 only)
- Reports - Fixed an issue where closed/opening Retained Earnings amounts in Operating Statement may not match correctly.
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Trust Income Schedule - fixed an issue in the UI where manual amounts added would show as zero unless screen was refreshed.