Postupload simple fund 360 will automatically add the code to the securities screen and link the security to the investments chart account payg tax instalments. This training manual will help load a new superannuation fund, process current year transactions and prepare yearend financial statements. If you are using the bgl bank data and contract note service, you can remove the future period transactions in simple fund and migrate your fund bgl recommends completing a fund backup prior to deleting any transactions. Corporate compliance software bgl corporate solutions. Smsf software simple fund 360 selfmanaged super fund. All file types, file format descriptions, and software programs listed on this page have been individually researched and verified by the fileinfo team. Copying a chart from bgl simple fund into banklink practice you can copy a clients chart of accounts from bgl simple fund into banklink practice so that banklink practice validates the account codes you enter. Member has both a pension account and an accumulation account.
New features february 2020 release 06022020 simple. If you dont know your bgl client centre login, please contact bgl on 0 654 401 for help. The simple fund 360 trustee edition package includes free access to selfwealth. Keep your team learning by taking a look at sf360s online manual. Although there are sometimes a number of ways that transactions can be input, simple fund adopts the most commonly used and audit preferred method. Click here to download the csv template users can also use jetconvert to convert bank statement pdfs into csv files. It is not designed to be a conclusive list and this website does not endorse any software provider over another. Bgl releases simple fund 360 annual tax statement tool. According to daniel, bgls focus is on delighting customers with technology that removes manual and cumbersome processes and replaces them with highly automated systems. At bgl, we are a strong advocate of developing ecosystem partnerships that establish a better way for our clients to work with their clients. Bgl added over 80,000 smsfs to simple fund 360 in the previous financial year, but hasnt forgotten about customers still using simple fund desktop. The installer uses a download manager to download and install all components. The community is the best place to connect, ask a question, or help out other sf360 users. To download the audit reporting pack in pdf follow the steps below.
Update your registration to allow fundnet access if you have not already done so, you must contact bgl and update your registration details in your simple fund program. Simple fund desktop requirements before migration simple. Bgl corporate solutions, developers of simple fund and simple fund 360, have announced the release of australias first automated depreciation solution for smsfs, in partnership with corelogic rp data. Sign in with xero leverages security features including twostep authentication, anomalous login detection. To start simple fund, select simple fund from the simple fund group on your start menu. The price of bgl simple fund 360 is going to increase from 1 october 2017. Refer to client centre software downloads simple fund downloads. Connect with other bgl clients, provide valuable feedback to the bgl team and learn more about your software. According to bgl it added 82,697 smsfs to simple fund 360 in 201718, taking the total on the cloud software to 159,767. Simple fund 360 price to increase from 1 october 2017. The following is designed to be a quick comparison between the various smsf software options available out there.
Bgl simple fund 360 gains sbr registration for smsf returns. Once the indexing is complete, you will be prompt a screen to enter the product registration details. This is a milestone release, said bgls managing director ron lesh. Bgl managing director ron lesh has been outlining the changes at the inaugural bgl regtech conferences, with simple fund 360 clients already notified by email. Simple fund 360 is an intelligent, cloudbased smsf software for accountants to efficiently manage the administration of selfmanaged superannuation funds. New features may release simple fund 360 bgl community. Bgls simple fund 360 released its cloud based smsf service in two editions for business and financial advisers, and with a slight drop in price. Over 600 bgl clients are currently using simple fund 360, with almost 50,000 smsfs, as it is progressively rolled out. Quickly find answers to some of the most commonly asked simple fund 360 questions. Allows users to sign into simple fund 360 using your xero account.
We need clients to be setting up automation before they migrate their funds to simple fund 360. 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. For more information on how to invite users to simple fund 360 click here. So, for example, with simple fund 360, through our smart matching, were able to predict and autocode transactions. This new tool will save our clients heaps of time in reconciling annual tax statement data for listed trusts and managed funds says ron lesh, bgls managing director. Find the latest free apps to install from simplefund. Suite 2, 606608 hawthorn road po box 8063 brighton east victoria, 3187 australia abn.
Bgls award winning cloud solutions include simple fund 360, australias preferred cloud smsf administration software solution and cas 360, a next generation. We harness artificial intelligence and machine learning. By saving valuable time and resources, you will be able to focus on your client relationships, offer new services and ultimately become more competitive. Software company bgl corporate solutions released its cloud program simple fund 360 for selfmanaged superannuation fund smsf administrators into open beta last week bgl, which claimed 75 percent of the 500,000 smsf funds in australia used its desktop software, had clients with 50,000 funds had already moved to simple fund 360, which was available free of charge in the open. Simple fund 360 advanced bgl corporate solutions pty ltd. Simple fund 360 professional user group bgl corporate. Bgl has designed many sources of help information for simple fund users. Bgl hasnt forgotten about simple fund desktop users. Bgl desktop solutions include simple fund, australias leading cloud smsf administration software solution used to administer. Bgl releases cloud smsf app simple fund 360 the latest. The 20182019 financial year can now be selected in the more details panel cgt register report. Cas 360 and simple fund 360 will now support over 300 integration partners including. Generating a download for bgl simple fund use the bgl simple fund wizard to generate a bgl simple fund download straight from the desktop.
To speed up your login, please bookmark the following link and use it in your next login. The transfer of the actuarial certificate data from bgl 360 to verus. Simplefund is a fundraising technology platform designed to help you raise money for your school or nonprofit without spending any of your own money or having the burden of trying to sell something to achieve that goal. Invitation to simple fund 360 simple fund 360 allows you to invite users such as clients, employees, auditors and advisors. Fund desktop product to bgls cloudbased simple fund 360 and the first thing they. Bgl assume you have some general knowledge of accounting for superannuation funds. From the transaction list screen, select new transaction.
Clients can easily download a transaction file from cointrees platform and import into simple fund 360 by using the bgl file import in the wraps and platforms screen. Bgl simple fund jobs in singapore find best online bgl simple fund jobs in singapore by top employers. Verus is fully integrated with the bgl simple fund 360 administration platform. Our goal is to help you understand what a file with a. Free simple fund module training webinars you should not miss click on the link below for more information and to register now jump to.
Simple fund expects you have a good understanding of superannuation accounting. To download the latest version of simple fund, go to the bgl client centre. At the welcome to simple fund screen, click ok for simple fund to start indexing the shared database. If a fund has an active pension member, a tax free proportion percentage will. When choosing software please do so based on your own needs and contact the providers listed below. It bundles all those features that clients love in simple fund and at the same time delivers an automated, connected, paperless and scalable smsf administration solution. The update installation will come with instructions which must be read in full before installing. Bgl integration with xero practice manager xpm automatically syncs contacts in cas 360 and simple fund 360 with clients in xpm. All simple fund 360 and simple fund desktop professional users welcome. From today, bgl clients are able to request depreciation schedules for residential and commercial property through their bgl simple fund software. Bgl has announced the milestone release of simple fund 360 version 3. In bgl simple fund v11 or later, export the required chart.
Cost base adjustments after the locked transaction. Setup user accounts in simple fund each user will require a username and password. Best bgl simple fund jobs in singapore online bgl simple. Truelancer is the best platform for freelancer and employer to work on bgl simple fund jobs in singapore. Bgl launches free beta program for cloud smsf app simple. Manual security codes can be input for investment transactions. Simple fund 360 archives bgl corporate solutions pty ltd. The instant update of the funds records on bgl with our draft tax exempt percentage. Simplefund, simple, free mobile fundraising simple fund. The installer offers additional tools or applications like search protect and pc clean maestro, all of which are entirely optional and can be. Under the account heading, select the bank account from the select an account box. Hi, just wondering if anyone else seems to have issued with transactions being locked. Bgl is proud to announce the release of a simple fund 360 annual tax statement tool to automate the processing of tax statement distribution data. Once a user has access to sign into simple fund 360 they will automatically have access to bgl engage.
We strive for 100% accuracy and only publish information about file formats that we have tested and validated. How to export smsf annual return from simple fund desktop. Bgl connect is a program installed as part of your simple fund program. I understand that the transactions are locked due to a cgt event that has happened, however it is an absolutely pain to remove or reallocate all future transactions including. Simple fund 360 received over 100 data feeds from banks, brokers and wraps. Simple fund desktop requirements before migration simple fund. Bgl free simple fund module training webinars you should. The light bulb will expand with a window to download the template. A place to talk about bgls cloud smsf compliance solution, simple fund 360. Bgl is australias leading developer of smsf administration and corporate compliance software for the accounting industry, simple fund 360 and cas 360. Once the fund is migrated, you can then rerequest the bank and contract note data directly into simple fund 360. Smsf software simple fund 360 bgl corporate solutions. We have put some rules around the funds clients can migrate to simple fund 360. Bgl is proud to announce major updates to its cloudbased simple fund 360 and cas 360 solutions including fully integrated electronic signing with docusign, automated creation of funds from topdocs and zendesk live support chat fully integrated into both cas 360 and simple fund 360.
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