SimpleFund360 Overview

By connecting SimpleFund360 from BGL with APS Practice Management you take the hassle out of compliance, reduce time and eliminate risks by managing critical client information through a two-way connection. Removing duplicate data entry, providing efficiency gains and improving the visibility of data and documents. It also ensures client details are kept up to date and help you to ensure you have a seamless and efficient experience.

SimpleFund360 Key features

Analytical Insights

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

Corporate Actions

Be automatically notified of which ASX Corporate Actions have taken place during the year.

Accounting Workpapers

Streamline your year-end compliance process for audit. Record evidence obtained during preparation.

Annual Tax Statement

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

Funds Transfer

Transfer funds to another with a few clicks. Move across all fund details and full transaction history.

TBAR Management

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

Category
SMSF

Regions
AU

APS Modules
APS Practice Management

Website
BGL

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“APS is one of Australia’s leading Practice Management solutions. The integration means BGL and APS clients can now automatically sync contacts two-ways in CAS 360, Simple Fund 360 and Simple Invest 360 with APS Practice Management.”

RonLesh – Managing Director at BGL

Connect to BGL’s SimpleFund360 and streamline SMSF compliance management.

Find out more information or request a demo tailored to your accounting practice needs.