Features

  • Rapid data input for all transaction types with bank account reconciliations
  • Automated bonus share, consolidation, subdivision and dividend reinvestment data input options
  • Ability to easily edit or delete transactions
  • Investment register with asset price listing and the ability to easily update market prices
  • Automatic calculation of profit and losses on disposal of assets
  • CGT Optimisation
  • Benchmarking and stock alerts
  • Extensive reporting including a Statement of Assets and Liabilities, income and expense reports, transaction and GST reporting
  • Assets maintained by category allowing easy differentiation and calculation
  • Management reports including investment reports and listings for all registers
  • Ability to export data to BGL's award winning superannuation compliance solution, Simple Fund.

If you would like to learn more about Simple Invest, contact the BGL Sales and Marketing Team by email at info@bglcorp.com.au or call us on 1300 654 401.