Simple Fund 360 and Simple Invest 360 Product Update – 1 August 2024

We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!

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

What's New?

Reports Screen: A new Trust Income Schedule Reconciliation Report is now available in Workpaper Reports. This new report makes it easier to reconcile the data on the ATO Trust Income Schedule for the 2024 financial year. Learn More

Contacts: Duplicate contacts can now be merged using the new Contact Merge feature. Learn More

Special Disability Trust: Special Disability Trust has been added as a trust type in the Entity Details and Entity Setup screens. This feature is exclusively available in Simple Invest 360. Learn More

Reports: A new report setting allows customisation of the titles of Financial Reports. This feature is exclusively available in Simple Invest 360. Learn More

Division 7A: The Division 7A Loans screen can now be exported to PDF. This feature is exclusively available in Simple Invest 360. Learn More

Corporate Actions: A question mark icon and brief explanation have been added to the Donation/Refund feature for Dividend Reinvestment Plans (DRPs). The validation also now prevents Donations or Refunds from being processed if the residual balance is zero. Learn More

Corporate Actions: The NVIDIA (NVDA) 10 for 1 share split and the following 6 mergers have been added to corporate actions.

• GSR: 18 Jun 2024
• ABC: 02 Jul 2024
• MEA: 28 Jun 2024
• SLR: 20 Jun 2024
• PBP: 19 Jun 2024
• MGF: 22 Jul 2024

Plus, many more new features and improvements.

Stay tuned for future releases!