SMSF Software

Intelligent, cloud-based SMSF software for accountants to efficiently manage the compliance and administration of self-managed superannuation funds.

Find Your SolutionBook A DemoBUY NOW

Empowering SMSF Professionals

Simple Fund 360 SMSF Software will empower you and your firm to go beyond data entry and grow your SMSF business with its innovative technology. By saving valuable time and resources, you will be able to focus on your client relationships, offer new services and ultimately become more competitive.

1

Flexible

Securely access Simple Fund 360 on the cloud anywhere, anytime. Also, have confidence in our 99.9% service up-time.
2

Collaborative

Invite employees, clients, auditors, and advisers to access Simple Fund 360. And specify strict user access permissions.
3

Efficient

Save hours of manual work with overnight processing of bank, broker, corporate action and dividend data. Plus, daily ASX/UUT prices provide up to date investment valuations.
4

Innovative

Stay on top of ever-changing SMSF laws and cutting-edge technology with Simple Fund 360’s automatic software updates every 3 weeks!
5

Secure

Rest assured your valuable data is safe. Simple Fund 360 is hosted by Amazon Web Services (AWS) Australia with daily data back-ups, periodic security audits and MFA.
6

Simple

Getting started is easy with Simple Fund 360’s intuitive user interface and simple migration. You will also have access to extensive training, help and Resources Hub.

Time Saving Features

Artificial Intelligence

Work smarter, faster and with more accuracy with Simple Fund 360’s artificial intelligence powered smart transaction matching and review technology.

Trustee Query

Engage directly with your clients by email or SMS to retrieve transaction information in Simple Fund 360, including any supporting documents.

Xero Certified App Partner

Sync your Simple Fund 360 and Xero Practice Manager contacts and receive real time alerts from Simple Fund 360 into your Xero HQ activity dashboard.

Growing Ecosystem

Connect with 350+ Ecosystem partners and data feeds including banks, brokers, registries, actuaries, audit solutions, document providers and more!

Corporate Actions

Be automatically notified of which ASX Corporate Actions have taken place during the year and process these with just a few mouse clicks.

TBAR Management

A global screen allowing you to generate and track TBAR files. Plus, prepare the TBAR file for multiple members across all funds and lodge via the ATO Portal.

Analytical Insights

Quickly and easily identify potential SMSF compliance breaches at a glance by filtering fund data across your entire database in seconds.

Annual Tax Statement Tool

Simplify end of the year processing when entering your annual tax statements by automating the generation of distribution tax components.

Smarter SMSF Documents

Order corporate and SMSF, pension or compliance documents from within Simple Fund 360 via our 2-way integration with Smarter SMSF!

Fund Transfer

Transfer funds from one Simple Fund 360 subscription to another with a few mouse clicks. Move across all fund details and full transaction history.

Engage by BGL

Engage by BGL is a next generation mobile app that will help you to better engage with your clients. Available to download from the App Store.

Document Management

Spend less time looking for documents! Easily tag, search, share and retrieve documents all in a secure environment with our fully integrated document management solution.

Your SMSF Software Investment

PROFESSIONAL EDITION

$100.00

Ex. GST

Per fund, per annum.
Sold in lots of 5 funds.
Includes unlimited users
and telephone support
+ 12 months access to
BGL’s Learning Channel.

BUY NOW

BANK DATA ADD-ON

$40.00

Ex. GST

Per fund, per annum.
Sold in lots of 5 funds.
Includes unlimited bank accounts
and unlimited transactions.

Fully automate the flow of bank data from all major banks directly into Simple Fund 360.

SHARE DATA PACK ADD-ON

$40.00

Ex. GST

Per fund, per annum.
Sold in lots of 5 funds.
Includes unlimited contract notes and quarterly registry data requests.

Automatically upload buy and sell transactions from all major Australian Brokers and confirm quarterly holding balances with supported registries for unlimited HINs or SRNs.

All prices are in Australian dollars and exclude GST. Our Guarantee: If you’re not happy with your BGL product, tell us within 30 days and we’ll give your money back.

How is Simple Fund 360 better than Simple Fund Desktop Download Our Comparison Chart! (PDF)
Want to see Simple Fund 360 in action? Check out our YouTube Channel

What our clients are saying

Simple Fund 360 is Australia’s preferred SMSF software and is used by almost 5,200 firms to manage more than 182,000 self-managed superannuation funds.

This online software is so damn good it literally runs itself.....the help menus are awesome, notifications are sensational, integration with actuaries etc fantastic, support is second to none, reports are very good, time saving is just great..... and I bet I have only used a smidgen of it's capabilities! You legends should really consider using BGL360 as a template for building an accounting based software as there is nothing like this out there. Too Good. BGL = Bloody Great Legends!

David MomirovicVDM & Thorn Pty Ltd

I’m happy that we moved to Simple Fund 360 and CAS 360. Not only are our lives so much easier, but the team’s productivity is improved, and clients are getting a better service. If you’re still thinking about moving your SMSF clients over to Simple Fund 360, don’t be afraid, it will serve you and your clients well.

Christine BensonSMSF Accountant at Poole Group

I see the future more as administration, compliance and advice rather than data entry. That is exactly where BGL’s software is going, so it fits into the mindset of the future. With Simple Fund 360, we are able to manage a high volume of funds and still have the opportunity to establish a consistent relationship with clients.

Anthea WainmanSMSF Accountant at Galluccio Griggs

We switched over to BGL after we spoke to BGL at Xerocon 2016 and although it was a bit of a learning curve, we are loving it. I don't know how we would have made it through the Super changes in 2017 without BGL.

Craig BruceAccountant at RAQ Pty Ltd

Simple Fund 360 is a wonderful product that has revolutionised the way that we perform our super fund compliance.

Narelle CiprianoSMSF Specialist at Nickless Miller Meehans

It is so easy to use. Thought at first the data entry was clumsy and not as easy as desktop but as you learn to use Simple Fund 360 you see it's just different and with the smart matching it's just as easy. Support has been fantastic. Thank you BGL team.

Christine LapkiwAccountant at Level One Chartered Accountants

I find the software easy to use, the online Help excellent and the Support Calls system manned by very good staff. They are polite, they listen and they try their best to get a solution as quickly as possible.

Barbara CriddleBarbara And Graeme Superannuation Fund