Simple Fund 360 and Simple Invest 360 Product Update – 12 September 2024

What's New?

AuditCover Integration: The integration with tax audit insurance provider AuditCover allows Simple Fund 360 clients to offer their SMSF clients an option for cover against unexpected accounting fees when responding to tax audits. With AuditCover, your clients hold their own policy so that admin is minimal and renewals are automated. Learn More  

This feature is exclusively available in Simple Fund 360.

Macquarie Account: The Open New Macquarie Account feature initiates the account opening process at Macquarie with prefilled information, making it more streamlined and efficient. Learn More   

Wind Up Wizard: The new Wind Up Wizard provides a step-by-step process for winding up a fund and managing SuperStream payments. Learn More   This feature is exclusively available in Simple Fund 360.

Trust Income Schedule: A new CSV import feature enables the bulk import of schedules without modifying transactions. Learn More   

Investment Income Generation: The new Investment Income Generation feature assists in capturing income for all entity types where a bank feed is not available. Learn More 

Feed Management: A new Registry HIN/SRN Report feature provides an export of HIN/SRN and postcode information for investments across all entities. Learn More 

BGL SmartDocs – Unmatched Transactions: BGL SmartDocs now extracts data from ASIC invoices and council rates. When an ASIC or Council Rates transaction has a relevant document attached, BGL SmartDocs will now automatically locate the document and display it in the Smart Matching screen. Learn More 

BGL SmartDocs – Coded Transactions: As BGL SmartDocs now extracts data from ASIC Invoices and Council Rates notices, when a document is uploaded after a transaction has been coded, BGL SmartDocs automatically attaches the document to the transaction. These files will also seamlessly flow into the Accounting Workpapers. Learn More 

Corporate Actions: 4 new mergers have been added to Corporate Actions: