Andre Jones

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  • Operating Statement

    Overview  The Operating Statement provides a summary of the income and expenses incurred over a period.   Navigation  From the Main Toolbar, go to Reports. Select Reports. 0 Instruct...

  • PleaseSign

    Australia's Leading Locally Owned Digital Signing Platform with Seamless BGL Integration Overview PleaseSign, trusted by thousands of businesses and nearly one million users, is Australia’s first...

  • Custom Report Titles

    Overview  Easily change the name of reports within Simple Invest 360. Follow these simple steps to update your report names quickly and efficiently. The following reports can have the name changed...

  • Detailed Operating Statement

    Overview  The Detailed Operating Statement provides a comprehensive summary of the income and expenses incurred over a period.   Navigation  From the Main Toolbar, go to Reports. Select R...

  • Detailed Statement of Financial Position

    Overview The Detailed Statement of Financial Position provides comprehensive information of each: Investment Asset Liability This gives a further breakdown of the accounts of the fund and ident...

  • Trust Income Schedule - Trusts

    Overview  From the 2024 income year, if a Trust receives one or more distributions from trusts, including (ETFs, Managed Funds, & Stapled Securities), you must complete and attach a Trust income s...

  • Trust Income Schedule - Companies

    Overview  From the 2024 income year, if a Company receives one or more distributions from trusts, including (ETFs, Managed Funds, & Stapled Securities), you must complete and attach a Trust income...

  • Entity Dashboard

    Welcome to the Entity Dashboard The Entity Dashboard is the landing page for each entity, providing you with a complete entity overview: Trust / Company / Individual Details Benficaries / Shareh...

  • How to use Simple Invest 360 as an Investment Tracker

    Overview  Simple Invest 360 can track your investments while utilizing the full benefits built-in within Simple Invest 360. How to set up In order to set up the Simple Invest 360 Entity to become...

  • Family Trust Election

    Overview  A Family Trust Election (FTE) can be created and lodged within Simple Invest 360, there are two options to lodge the FTE. The FTE can be lodged with the Trust's tax return or lodged sepa...