One product. Who pays depends on how your fund arrived.
Trustees who sign up on their own pay one plan with everything in it. A fund invited by its accounting practice pays nothing; the practice pays per fund after the pilot.
- The 45-day answer per parcel, before you sell, with the provision cited
- Franking credit calculation per dividend, matched to parcels by LIFO, every rule cited
- Division 296 tracking: member balances against the $3m threshold
- Payday Super: the seven-business-day window per employer contribution
- Contribution caps and pension minimums, watched all year
- One document line for your fund, with email forwarding
- Property register: valuations, lease and rent evidence, with the trail an auditor expects
- Evidence requests: we work out what your accountant will need, ask you for the one thing that is missing, and file it, into BGL Simple Fund 360 where connected
- Investment and franking evidence pack for your accountant and auditor: PDF and CSV, plus a BGL Simple Fund 360 export
Full access for 30 days, then read-only after day 30 without a card. Exports are free, always.
Practices on Simple Fund 360
Practices pay nothing during the pilot, then $99 per fund per year on the founding plan, first 20 funds, cancel anytime.
A fund your practice invites pays no trustee subscription. The practice covers it, and the trustee sees no trial and no bill.
One fund first, with a 48-hour diagnostic and no meeting. Then five funds for 30 days. Then the founding plan. See the for practices page.
All prices are in Australian dollars and include GST.
General information only. Not a licensed financial service.
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