Simple Fund 360

Data Feeds & Integration Partners

Actuary Certificates

  • Accurium
  • Act2 Solutions
  • A.S.A.P Actuarial
  • Cumpston Sarjeant
  • Haintz Actuarial
  • Heffron Consulting
  • Lime Actuarial
  • Verus Actuaries

Audit Solutions

  • CaseWare SMSF Audit
  • Cloudoffis
  • Evolv White
  • MyWorkpapers
  • Online SMSF Audit

Auditor Integration

  • ASF Audits
  • Engage Audits
  • Deloitte Private

Banks - Direct Feeds

  • Adelaide Bank
  • Australia and New Zealand Banking Group (ANZ)
  • Bank of Melbourne
  • Bank of Queensland
  • Bank of SA
  • Bendigo Bank
  • BWA Managed Investments (BankWest)
  • Commonwealth Bank (CBA)
  • CommSec Adviser Services
  • DDH Graham
  • HSBC
  • Hume Bank
  • Macquarie Bank
  • National Australia Bank (NAB)
  • RaboDirect
  • SelfWealth
  • St George
  • Westpac (WBC)

Banks - Indirect Feeds

via bankstatements.com.au (powered by PROVISO)

  • AMP Bank Limited
  • Australian Defence Credit Union Limited
  • B&E Limited
  • Bank Australia (formerly Mecu Limited)
  • Bank of Sydney Ltd
  • Bankwest
  • Beyond Bank
  • Big Sky Building Society Limited
  • Capricornian Ltd (The)
  • Citigroup Pty Limited
  • Coastline Credit Union
  • Community First Credit Union Limited
  • Community Mutual Ltd
  • Credit Union Australia Limited
  • ECU Australia Ltd
  • Encompass Credit Union Ltd
  • Financial Institutions Currently in Beta
  • Gateway Credit Union Limited
  • Greater Bank (formerly Greater Building Society Ltd)
  • Heritage Bank Limited*
  • Heritage Isle Credit Union Ltd
  • Holiday Coast
  • IMB Ltd
  • ING Bank (Australia) Limited
  • Macarthur Credit Union
  • Maritime Mining & Power Credit Union Ltd
  • ME Bank
  • MyState Bank
  • Newcastle Permanent Building Society Ltd
  • Police & Nurses Limited
  • Police Bank Ltd
  • QT Mutual Bank Ltd
  • Railways Credit Union Limited
  • Regional Australia Bank
  • Select Credit Union Ltd
  • Southern Cross Credit Union Ltd
  • Summerland Credit Union Ltd
  • Suncorp-Metway Limited
  • Teachers Mutual Bank Limited
  • UBank
  • Warwick Credit Union Ltd
  • WAW Credit Union
  • Wide Bay Australia Ltd

Banks - Other Feeds

  • Internet Banking CSV files
  • JetConvert (for paper bank statements)
  • MYOB Banklink Import
  • Xero

Brokers

  • 123 Investments
  • Advantage (supported under CMC Markets. When setting up, select CMC Markets as the fund's broker)
  • AltoCapital
  • Amscot
  • ANZ Share Investing (formerly ETrade)
  • Argon Capital
  • Argonaut
  • Asenna Wealth Solutions (supported under Longhou Capital. When setting up, select Longhou Capital as the fund's broker)
  • Asgard
  • Baillieu
  • Baker Young
  • Bankwest
  • Barclay Wells Limited
  • BBY Limited
  • BCP Equities
  • Bell Direct
  • Bell Potter
  • Bell Potter Online
  • Bellmont
  • Bendigo Invest
  • Bennelong
  • Bennett & Co
  • Blackswan Equities
  • Blue Ocean Equities
  • BR Securities
  • Bridges Financial Services
  • Broadbent Financial
  • BT Private Nominees
  • Burrell
  • BW Equities
  • Calibre - Sanlam Private
  • Canaccord
  • Capital Creation
  • Carnbrea
  • Cashel House
  • CCZ Statton Equities
  • CMC Markets
  • Cognitive Wealth (supported under Longhou Capital. When setting up, select Longhou Capital as the fund's broker)
  • Collins Partners
  • CommSec
  • Compass Financial
  • Core Equity Services
  • Count Financial
  • Count Online Broking
  • CPS Capital Group
  • Credence Wealth Management
  • Crestone - Formerly UBS
  • D2MX
  • Desktop Broker
  • DJ Carmichael
  • Dornbusch Partners
  • Elston Partners
  • Entrust
  • Equity & Super Pty Ltd
  • Escala Partners
  • Ethinvest
  • ETrade (Rebranded to ANZ Share Investing)
  • Euroz Securities Limited
  • Evans and Partners
  • Fat Prophets Pty Ltd
  • Financial Services Partners
  • FinClear (formerly Lonsec)
  • First Financial
  • Flinders Financial Services
  • Forsyths
  • Giles Wade Private Wealth
  • Gleneagle Securities
  • Global Prime
  • Goldman Sachs JBWere
  • Hartleys
  • Harvest Lane
  • HC Securities
  • Hendersons
  • Hillross Financial Services
  • ICM Securities
  • Implemented Portfolios
  • Intersuisse
  • Investor First - This is no longer an active stockbroking company.
  • Investor Signals
  • Investorlink Securities Limited
  • JBWere
  • Kerr Allan
  • Kingfisher Capital Partners
  • Kodari Securities (supported under Open Markets. When setting up, select Open Markets as the fund's broker)
  • LDB Wealth Solutions
  • LemSec
  • Leyland
  • Lodge Partners Pty Ltd
  • Longhou - This broker supports both Longhou Capital, Cognitive Wealth and Asenna Wealth Solutions
  • Lonsec (Rebranded to FinClear)
  • Macquarie Equities
  • Macquarie Online Trading
  • Macquarie Prime
  • Macquarie Private Wealth
  • McFarlane Cameron
  • Middletons
  • MORE Wealth Management
  • Morgan Stanley
  • Morgans Financial Limited/RBS Morgans (To add Morgans as a broker, search for RBS from the list. RBS Morgans has changed to Morgans Financial Limited.)
  • Morrison Securities
  • Nabtrade
  • Nascent Capital Partners
  • Netwealth
  • Novus Capital
  • OctaPhillip/PhillipCapital
  • Open Markets
  • Ord Minnett Limited
  • Patersons
  • Peloton Capital
  • Pershing Securities Australia
  • PGW Financial Services
  • Pinnacle Wealth Management
  • Prescott Securities
  • Primestock
  • Protrader
  • Raven Capital
  • Red Leaf Equities
  • Rivkin Securities
  • Sage Wealth Management
  • SelfWealth
  • Sentinel Stockbroking
  • Sequoia Asset Management
  • Shadforth Financial Group (Historical Contracts Notes prior to June 2019 are supported under UBS - Crestone)
  • Shaw and Partners
  • Six Park
  • St George
  • Suncorp
  • Superior Investment Strategies - This is no longer an active stockbroking company.
  • Taylor Collison
  • TG Financial
  • TMS Capital
  • Tolhurst Noall
  • Trader Dealer
  • Triple C Consulting
  • TWD
  • UBS (Rebranded to Crestone)
  • Vantage Wealth Management
  • Viridian
  • WealthSure
  • Westar Capital
  • Westpac
  • Whitehaven Private Portfolio
  • Wilson HTM - Wilson Advisory
  • World Trading College

Documents and Deeds

  • Acis
  • BMR Corporate Solutions
  • Cleardocs
  • DBA Lawyers
  • LightYear Docs
  • Smarter SMSF
  • Topdocs

Estate Planning

  • Your Wills

Life Insurance

  • Australian Group Insurances

Market Price Data

Australia

  • ASX Corporate Actions
  • ASX Prices
  • IRESS Managed Funds and UUT Prices

International

  • NASDAQ
  • New York Stock Exchange
  • London Stock Exchange
  • Hong Kong Exchange
  • Singapore Exchange

Practice Management

  • AccountKit
  • Myprosperity
  • Xero
  • Xero HQ

Real Estate Property

  • CoreLogic RP Data

Security (SSO)

  • Practice Protect

Share Registries

  • Boardroom
  • Computershare
  • Link Market Services

SMSF Loans

  • Super Loan Exchange (SuperLX)

SuperStream Gateway

  • Australia Post

Wealth

  • AdviserLogic
  • BT Panorama
  • Myprosperity
  • SelfWealth
  • Xeppo

Wraps and Platforms

  • AET Portfolio Management
  • AET Superannuation
  • Asgard AdviserNET
  • Australian Money Market (AMM)
  • BT Panorama
  • BT Wrap (including all white labels)
  • CFS FirstChoice
  • Commsec (Retail)
  • CommSec Adviser Services
  • DNR Capital (Dalton Nicol Reid)
  • Hub24
  • IOOF Lifetrack
  • IOOF Portfolio Service
  • IOOF Pursuit
  • IOOF WeathBuilder
  • Macquarie Equity Lever
  • Macquarie Wrap
  • Managed Accounts (IAS)
  • Mason Stevens
  • MLC Navigator (manual file import)
  • MLC Wrap (manual file import)
  • Morgans Wealth+
  • Netwealth
  • Ord Minnett
  • Politis
  • Praemium
  • SelfWealth
  • Xplan (manual file import)

Generic Platform XML Data Import also available