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Simple Invest 360

A complete accounting, investment and tax software for managing trusts, companies and individuals.

Accounting. Investments. Financials. Tax – Made easy with Simple Invest 360


Powered by BGL and developed with innovative, award-winning technology, Simple Invest 360 is a complete accounting, investment and tax software for managing trusts, companies and individuals.

It keeps track of investments, distributes profits, provides a full set of financials, and makes trust and company tax return preparation and lodgment easy.

Plus, Simple Invest 360 leverages BGL’s AI technology for smart categorisation and data capture!

Trust Compliance and Streaming
Control trust compliance with advanced streaming options for discretionary and testamentary trust for franked and CGT income.

Feeds and Ecosystems
Connect with 350+ industry-leading Ecosystem partners and data feeds including banks, brokers, registries, document providers and more!

Trust Compliance and Streaming

Control trust compliance with advanced streaming options for discretionary and testamentary trust for franked and CGT income.