This article will provide guidance on how to successfully transition from Simple Fund 360 (SF360) to Simple Invest 360 (SI360).
If you previously used SF360 to manage non-SMSF entities and you want to convert your entities across to SI360.
Please follow the instructions below:
1. Export the Unrealised Capital Gains Detailed Report from Simple Fund 360.
2. Setup new entity in Simple Invest 360. Refer - Simple Invest 360 Opening Balances
3. Import historical investment history into Simple Invest 360 entity using Smart Docs - CGT
4. Data Feeds: If you are using data feeds please contact our Support Team who will provide assistance to switch the bank feed from the SMSF to the new entity type.