Some data feeds in Simple Fund 360 are free, while others require a paid subscription. The Bank Data Pack and Share Data Pack are add-on services that must be purchased to access additional features.
Bank Data Pack
The BGL Bank Data Service offers direct data feeds with 16 major Australian banks. Users subscribed to The Bank Data Pack can access bank data through an automatic, daily feed.
Share Data Pack
The Share Data Pack provides services to improve SMSF administration, including:
- Automatically adding investment accounts to SF360 from a BUY transaction;
- Automatically processing disposals and calculating CGT from SELL transactions;
- Attaching contract note PDF transactions and uploading them into SF360;
- Automatically retrieving investment holding balances from supported Share Registries every quarter. These balances are used in the Balance Review screen to identify any variances.
If you have not already subscribed to The Bank Data Pack or Share Data Pack, please contact BGL Sales on 1300 654 401 for more information.
If you are an existing subscriber and would like to increase your subscription (add more funds to the service), please refer to this article for instructions on upgrading your subscriptions through MyBGL.
Once subscribed, you can set up and manage feeds via Feed Management in Simple Fund 360. This includes linking bank accounts, brokers, share registries, and other supported data sources to your funds. Free feeds do not require any subscription and can also be managed through Feed Management.