Simple Fund 360 and Simple Invest 360 Product Update – 2 May 2024

We’re excited to share another exciting Simple Fund 360 and Simple Invest 360 update!

• Click here to check out the full release notes.
• Click here to register for our upcoming new features webinar.

What's New?

Member – Contributions
The Contribution Dashboards and Reports have been updated to reflect the increase in the concessional and non-concessional contribution caps effective from 1 July 2024. Learn More

Member – Pensions
The minimum pension payment factors have been adjusted for the 2024-25 financial year in Dashboards and Reports. Learn More

Fund Pension Policies – Reports
The Actuary Certificate received on the Fund Pension Policies screen can now be selected on the Reports screen for inclusion in report packs. Learn More

Firm Management – User Roles
A new authority has been added under the ‘Investment’ section, allowing non-admin users to delete balance records in the Balance Review screen. Learn More

Practice Management Integration – APS Contacts+
The BGL Suite and APS Contacts+ integration is now live. This two-way integration allows for efficient client and contact data management across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and APS Practice Management) in a single database. Learn More

Smart Matching – Account View
The Account View for each sub-level account will now be collapsed by default, with the addition of one-click refresh and expand/collapse all buttons. Plus, debits and credits are now separated into distinct columns for a clearer view. Learn More

Corporate Actions
Two mergers have been added to Corporate Actions:

DVR – 6 March 2024
WSP – 6 March 2024

Plus, many more new features and improvements.

Stay tuned for future releases!