Pre-Migration FAQs

1. Do I need to migrate all funds at the same time?

No, funds can be migrated individually as they become ready to be migrated to Simple Fund 360.

2. Can I migrate multiple funds at the same time?

Yes, one or multiple funds can be migrated as part of a 'batch' within the Migration Utility at a time.

3. What is the earliest Financial Year that can be processed for a fund in Simple Fund 360?

The earliest year that a fund can be processed in Simple Fund 360 is the 2014 Financial Year (With both Create Entries and Lodgement). 

The 2013 Financial Year can be processed in Simple Fund 360, however, electronic lodgement is unavailable.

Refer to the following link for further details:

What is the earliest financial year a fund can be processed prior to migration?

4. Do all funds need to be at the same Financial Year when being migrated?

No, as long as the first Financial Year being processed in Simple Fund 360 is 2013 or later, funds can be migrated at different financial years.