Simple Fund 360 and Simple Invest 360 Product Update – 11 July 2024
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
What's New?
Oxygen SMSF Loans Integration: Oxygen SMSF Loans, a specialist SMSF mortgage lender with some of the lowest-rate SMSF loans in the market, now integrates with Simple Fund 360 via BGL’s open API. This integration provides instant insights into how much a client can afford for property investments. Learn More
2024 SMSF Annual Return: The 2024 SMSF Annual Return can now be exported to Xero Tax via their API. This feature is exclusively available in Simple Fund 360. Learn More
2024 Audit Workpapers: For SMSF Auditors who do not use specialised audit software, Simple Fund 360 enables the printing of prefilled workpaper templates and reports. This feature is exclusively available in Simple Fund 360. Learn More
In-Person Digital Signing: DocuSign’s in-person signing feature is now available. When meeting with a client in person, use in-person signing to simplify the signing process and keep documents digital. This can be done on portable devices like iPads or computers. Learn More
New Report: Trust Income Schedule Reconciliation report for Trusts and Companies has been added. This feature is exclusively available in Simple Invest 360. Learn More
Reversing Journals: General ledger journal transactions can now be automatically reversed on a future date, with the same accounts but debits and credits reversed. This can be actioned:
- At the time of posting the transaction, by including a reversal journal at a future date.
- By editing any general ledger journal transaction and posting a reversal journal at a future date.
This feature is exclusively available in Simple Invest 360. Learn More
Corporate Actions: Improvements to Corporate Actions now allow the processing of Donation or Refunds within Dividend / Distribution Reinvestment Plans (DRP) and Share Purchase Plans. Learn MoreBGL SmartDocs: BGL SmartDocs’ AI extraction capabilities have been updated to support a wider variety of dividend statements. Consequently, more dividend files are expected to be automatically attached to cleared transactions upon file upload. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
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