https://support.simpleinvest360.com/hc/en-au 2026-04-21T05:14:20Z https://support.simpleinvest360.com/hc/en-au/articles/360059456732-Opening-Balances-How-to-Setup-a-Trust 2026-04-21T05:03:59Z https://support.simpleinvest360.com/hc/en-au/articles/360059654592-Simple-Ledger-Migration-How-to-export-the-Detailed-Unrealised-Capital-Gains-Report 2024-08-22T19:57:40Z https://support.simpleinvest360.com/hc/en-au/articles/360059654612--Beneficiaries-Screen 2026-04-21T05:05:41Z https://support.simpleinvest360.com/hc/en-au/articles/360059654752-Global-Chart-of-Accounts 2026-01-06T21:31:45Z https://support.simpleinvest360.com/hc/en-au/articles/360059654772-Chart-of-Accounts 2026-04-21T04:52:56Z https://support.simpleinvest360.com/hc/en-au/articles/360059819952-How-to-adjust-profit-against-reserve-accounts 2026-04-21T05:04:31Z https://support.simpleinvest360.com/hc/en-au/articles/360059820112-Pay-Dividends-for-Companies 2026-04-21T05:01:06Z https://support.simpleinvest360.com/hc/en-au/articles/360059820272-Automatic-Revaluations 2026-04-21T04:52:57Z https://support.simpleinvest360.com/hc/en-au/articles/360059820352-Foreign-Income-Tax-Offset 2024-08-22T18:53:22Z https://support.simpleinvest360.com/hc/en-au/articles/360059821612-Trust-Taxable-Income-Calculation 2026-04-21T05:04:18Z https://support.simpleinvest360.com/hc/en-au/articles/360059821752-View-Losses 2026-04-21T05:01:05Z https://support.simpleinvest360.com/hc/en-au/articles/360059821892-How-to-allocate-profit-or-loss-for-Individuals 2026-04-21T04:54:20Z https://support.simpleinvest360.com/hc/en-au/articles/360059821932-Distribute-Profit-for-Trusts 2026-04-21T05:04:45Z https://support.simpleinvest360.com/hc/en-au/articles/360059993672-Opening-Balances-How-to-Setup-a-Company 2026-04-21T04:53:19Z https://support.simpleinvest360.com/hc/en-au/articles/360060070411-Tax-Reconciliation-Report 2026-04-21T04:54:19Z https://support.simpleinvest360.com/hc/en-au/articles/360060070471-Appropriation-Statement 2026-04-21T04:52:51Z https://support.simpleinvest360.com/hc/en-au/articles/360060070491--Adding-an-Individual-as-a-billable-Entity-type 2026-04-21T04:53:19Z https://support.simpleinvest360.com/hc/en-au/articles/360060070511-Reports 2026-04-21T05:02:06Z https://support.simpleinvest360.com/hc/en-au/articles/360060070551-What-are-the-Unique-Account-Codes-in-Simple-Invest 2023-06-19T01:54:05Z https://support.simpleinvest360.com/hc/en-au/articles/360060261431--Company-Tax-Rate 2026-04-21T04:53:19Z https://support.simpleinvest360.com/hc/en-au/articles/360060262811--Close-Period 2026-04-21T05:02:05Z https://support.simpleinvest360.com/hc/en-au/articles/360060703192-Declaration-of-Distribution-Resolution 2026-04-21T04:54:26Z https://support.simpleinvest360.com/hc/en-au/articles/360060812492-Income-Streaming 2026-04-21T04:54:24Z https://support.simpleinvest360.com/hc/en-au/articles/360060983092-Digital-Signing-in-Simple-Invest 2026-04-10T02:44:40Z https://support.simpleinvest360.com/hc/en-au/articles/360061092171-Create-Entities-from-existing-Trusts-Companies-in-CAS-360 2026-04-21T05:06:14Z https://support.simpleinvest360.com/hc/en-au/articles/360061104271-Simple-Invest-360-Opening-Balances 2021-07-27T02:23:41Z https://support.simpleinvest360.com/hc/en-au/articles/360061204411-Portfolio-Progress-Report 2026-04-21T05:00:55Z https://support.simpleinvest360.com/hc/en-au/articles/360061948532-Custom-Reports 2026-04-21T04:52:02Z https://support.simpleinvest360.com/hc/en-au/articles/360062149832-How-to-convert-data-from-Simple-Fund-360-SMSF-to-Simple-Invest-360-non-SMSF 2021-06-04T03:24:13Z https://support.simpleinvest360.com/hc/en-au/articles/360062538531-Migrate-from-Sharesight-to-Simple-Invest-360 2026-04-21T05:04:43Z https://support.simpleinvest360.com/hc/en-au/articles/4402545090317-Transitioning-to-Simple-Invest-360 2026-04-21T05:10:09Z https://support.simpleinvest360.com/hc/en-au/articles/4402575254413-Entity-Setup 2026-04-21T05:01:09Z https://support.simpleinvest360.com/hc/en-au/articles/4402576154253-Setting-up-a-Partnership 2026-04-21T05:09:48Z https://support.simpleinvest360.com/hc/en-au/articles/4402660933901-Multi-Factor-Authentication-MFA 2026-04-21T05:00:55Z https://support.simpleinvest360.com/hc/en-au/articles/4403059475853-Capital-Gains-Reconciliation-Report 2026-04-21T05:01:09Z https://support.simpleinvest360.com/hc/en-au/articles/4403064938125-Distribute-Profit-for-Trust-System-Journals 2026-04-21T05:04:18Z https://support.simpleinvest360.com/hc/en-au/articles/4403565821581-Close-Period-for-Trusts 2026-04-21T04:54:22Z https://support.simpleinvest360.com/hc/en-au/articles/4403585253389-Individual-Taxable-Income-Calculation 2026-04-21T05:04:19Z https://support.simpleinvest360.com/hc/en-au/articles/4403586039181-Franking-Account-Worksheet 2026-04-21T04:54:22Z https://support.simpleinvest360.com/hc/en-au/articles/4403908259085-How-to-log-a-support-call 2026-04-21T04:54:04Z https://support.simpleinvest360.com/hc/en-au/articles/4403908404621-Live-Chat-Function 2026-04-21T05:00:55Z https://support.simpleinvest360.com/hc/en-au/articles/4404825531405-Tax-Returns 2025-10-22T02:53:49Z https://support.simpleinvest360.com/hc/en-au/articles/4404895119757-Adding-a-Loan-Account 2024-08-22T21:21:30Z https://support.simpleinvest360.com/hc/en-au/articles/4405426145549-FuseSign 2024-08-22T15:30:09Z https://support.simpleinvest360.com/hc/en-au/articles/4405439185165-Statement-of-Distribution 2026-04-21T05:00:55Z https://support.simpleinvest360.com/hc/en-au/articles/4405456096141-Annual-Tax-Statement 2026-04-21T05:04:31Z https://support.simpleinvest360.com/hc/en-au/articles/4405783097741-How-to-Invite-BGL-Support-to-an-Entity 2026-04-21T04:54:54Z https://support.simpleinvest360.com/hc/en-au/articles/4405856962957-Opening-Balances-How-to-Setup-an-Individual 2026-04-21T04:54:59Z https://support.simpleinvest360.com/hc/en-au/articles/4406344777869-Distributions-for-non-taxable-Trusts 2026-04-21T04:55:02Z https://support.simpleinvest360.com/hc/en-au/articles/4406715189773-Tax-Labels-for-Trusts 2026-04-21T04:55:07Z https://support.simpleinvest360.com/hc/en-au/articles/4406729107981-How-to-record-an-Expense-as-Non-Tax-Deductible-for-Trusts-Companies 2026-04-21T04:55:07Z https://support.simpleinvest360.com/hc/en-au/articles/4406729125645-Tax-Labels-for-Companies 2026-04-21T04:55:08Z https://support.simpleinvest360.com/hc/en-au/articles/4406729201421-How-to-record-Income-as-Non-Assessable-for-Trusts-Companies 2026-04-21T04:55:07Z https://support.simpleinvest360.com/hc/en-au/articles/4406906913549-How-to-categorise-Investment-Deductions-for-Trusts-Companies 2026-04-21T04:55:10Z https://support.simpleinvest360.com/hc/en-au/articles/4407818239373-Trust-Tax-Return-Reconciliation 2022-03-03T06:00:01Z https://support.simpleinvest360.com/hc/en-au/articles/4407895821197-Franking-Credit-Tax-Offsets 2026-04-21T04:55:16Z https://support.simpleinvest360.com/hc/en-au/articles/4408164053005-Migrating-CGT-data-from-Simple-Ledger-Desktop-to-Simple-Invest-360 2026-04-21T04:55:57Z https://support.simpleinvest360.com/hc/en-au/articles/4408172249229-Smart-Docs-CGT 2026-04-21T04:55:56Z https://support.simpleinvest360.com/hc/en-au/articles/4410101799949-Beneficiary-Distribution-Summary 2026-04-21T04:56:21Z https://support.simpleinvest360.com/hc/en-au/articles/4410102287885-Statement-of-Financial-Position 2026-04-21T04:56:21Z https://support.simpleinvest360.com/hc/en-au/articles/4410663377421-How-to-record-Income-as-Non-Assessable-for-Individuals 2026-04-21T04:57:12Z https://support.simpleinvest360.com/hc/en-au/articles/4414397037709-Company-Taxable-Income-Calculation 2025-03-20T02:25:20Z https://support.simpleinvest360.com/hc/en-au/articles/4414988810253-Reporting-at-Historical-Cost-vs-Mark-to-Market 2026-04-21T04:57:53Z https://support.simpleinvest360.com/hc/en-au/articles/4423717385741-Trust-Tax-Return 2026-04-21T05:05:44Z https://support.simpleinvest360.com/hc/en-au/articles/4498285450381-Unit-Valuation-Report 2026-04-21T04:58:29Z https://support.simpleinvest360.com/hc/en-au/articles/5960350628109-Getting-Started-with-Simple-Invest-360 2026-04-21T05:06:02Z https://support.simpleinvest360.com/hc/en-au/articles/5960360136205-58300-Subscribed-Units 2026-04-21T04:58:29Z https://support.simpleinvest360.com/hc/en-au/articles/6040087826189-Unit-Holding-Report 2026-04-21T04:58:12Z https://support.simpleinvest360.com/hc/en-au/articles/6040522415501-Unit-Valuation-Letter 2026-04-21T04:58:30Z https://support.simpleinvest360.com/hc/en-au/articles/6173190599693-Adding-a-Lodging-Party-Tax-Agent 2022-05-12T12:00:34Z https://support.simpleinvest360.com/hc/en-au/articles/6173210813581-How-do-I-nominate-BGL-as-the-software-provider-with-the-ATO 2026-04-21T04:58:12Z https://support.simpleinvest360.com/hc/en-au/articles/6746244396173-Amend-the-Trust-Tax-Return 2026-04-21T04:59:31Z https://support.simpleinvest360.com/hc/en-au/articles/6807312589069-Asset-Allocation-Pie-Chart 2026-04-21T04:59:44Z https://support.simpleinvest360.com/hc/en-au/articles/6808201486733-Defensive-vs-Growth-Asset-Allocation-Pie-Chart 2026-04-21T04:59:45Z https://support.simpleinvest360.com/hc/en-au/articles/6808234015885-Asset-Allocation-Report 2026-04-21T04:59:45Z https://support.simpleinvest360.com/hc/en-au/articles/6964581654413-How-to-set-up-Opening-Balances-for-Beneficiary-Accounts 2026-04-21T04:59:38Z https://support.simpleinvest360.com/hc/en-au/articles/7416769877901-Shareholders 2026-04-21T05:06:53Z https://support.simpleinvest360.com/hc/en-au/articles/7443771504781-Strategic-Asset-Allocation-report 2026-04-21T04:59:57Z https://support.simpleinvest360.com/hc/en-au/articles/7608338073741-Getting-Started-with-Simple-Invest-360-for-Investors 2025-06-19T00:04:52Z https://support.simpleinvest360.com/hc/en-au/articles/8109285556749-Pay-Dividends-for-Companies-System-Journals 2026-04-21T05:04:18Z https://support.simpleinvest360.com/hc/en-au/articles/8169547342605-Validation-Error-CMN-ATO-TRT-432748 2026-04-21T05:01:07Z https://support.simpleinvest360.com/hc/en-au/articles/8474773528845-Share-Trading-Entities 2026-04-21T05:01:08Z https://support.simpleinvest360.com/hc/en-au/articles/8475712981901-Tax-Reconciliation-Summary-Report 2026-04-21T05:01:08Z https://support.simpleinvest360.com/hc/en-au/articles/8476008557197-Dividend-Statement-Report 2026-04-21T05:01:08Z https://support.simpleinvest360.com/hc/en-au/articles/8476283849357-Operating-Statement-Trading-Entities 2026-04-21T05:07:09Z https://support.simpleinvest360.com/hc/en-au/articles/8476429388557-Share-Trading-Report 2026-04-21T05:00:30Z https://support.simpleinvest360.com/hc/en-au/articles/8980112038029-How-do-I-change-what-is-included-in-the-Notes-to-the-Financial-Statements 2026-04-21T05:02:06Z https://support.simpleinvest360.com/hc/en-au/articles/9459284825485-Not-for-Profit-Audit-Report 2026-04-21T05:02:07Z https://support.simpleinvest360.com/hc/en-au/articles/9543269744909-Reconciling-Beneficiary-Reports 2022-10-02T22:12:47Z https://support.simpleinvest360.com/hc/en-au/articles/9623207527821-Transfer-Units-between-Unitholders 2026-04-21T05:02:12Z https://support.simpleinvest360.com/hc/en-au/articles/9983713777421-The-Company-Tax-Return 2026-04-21T05:01:37Z https://support.simpleinvest360.com/hc/en-au/articles/10178601762317-How-to-process-Capital-Allowance-or-Works-Deduction 2026-04-21T05:04:45Z https://support.simpleinvest360.com/hc/en-au/articles/10375048669197-Investment-Income-Generation 2026-04-21T05:11:14Z https://support.simpleinvest360.com/hc/en-au/articles/10379525209485-Dividends-Paid-Minute 2026-04-21T05:02:20Z https://support.simpleinvest360.com/hc/en-au/articles/10379529779597-Declaration-of-Dividends-Resolution 2026-04-21T05:02:20Z https://support.simpleinvest360.com/hc/en-au/articles/10379532913037-Directors-Report 2026-04-21T05:02:24Z https://support.simpleinvest360.com/hc/en-au/articles/10523023146765-Contributions-for-a-Testamentary-Trust 2026-04-21T05:02:23Z https://support.simpleinvest360.com/hc/en-au/articles/10952017591437-Tax-Return-is-blank-figures-populating-incorrectly 2022-11-28T03:22:27Z https://support.simpleinvest360.com/hc/en-au/articles/12960479959693-Minutes-of-Meeting-of-Directors 2026-04-21T05:03:56Z https://support.simpleinvest360.com/hc/en-au/articles/13158723244941-Primary-Production-Businesses 2026-04-21T05:03:36Z https://support.simpleinvest360.com/hc/en-au/articles/14039853117069-Opening-Balances-How-to-Setup-a-Share-Trading-Entity 2026-04-21T05:04:43Z https://support.simpleinvest360.com/hc/en-au/articles/15638507351053-How-to-prepare-General-Purpose-Notes-to-the-Financial-Statements 2026-04-21T05:04:53Z https://support.simpleinvest360.com/hc/en-au/articles/15669743860877-Trust-Annual-Return-Rounding-Reconciliation-Process 2026-04-21T05:04:32Z https://support.simpleinvest360.com/hc/en-au/articles/15669753111309-Company-Annual-Return-Rounding-Reconciliation-Process 2026-04-21T05:04:30Z https://support.simpleinvest360.com/hc/en-au/articles/15777197640461-Inter-Entity-Distribution-Journals-for-Beneficiary-Entities 2026-04-21T05:04:32Z https://support.simpleinvest360.com/hc/en-au/articles/17326587017101-Inter-Entity-Dividend-Journals-for-Companies 2026-04-21T05:07:10Z https://support.simpleinvest360.com/hc/en-au/articles/17398964646669-Trust-Details 2024-08-22T21:58:32Z https://support.simpleinvest360.com/hc/en-au/articles/18316152078989-Division-7A-loans 2026-04-21T05:06:52Z https://support.simpleinvest360.com/hc/en-au/articles/19047903542669-How-to-use-the-CGT-register 2024-08-22T22:43:40Z https://support.simpleinvest360.com/hc/en-au/articles/19477950316685-Inputting-Opening-Franking-Account-Balance 2026-04-21T05:06:22Z https://support.simpleinvest360.com/hc/en-au/articles/20516498809997-How-to-Process-Cost-of-Sales-transactions-in-Simple-Invest-360 2024-11-22T02:57:59Z https://support.simpleinvest360.com/hc/en-au/articles/20552055765645-How-to-use-Simple-Invest-360-as-an-Investment-Tracker 2026-04-21T05:09:48Z https://support.simpleinvest360.com/hc/en-au/articles/21912739813773-Opening-Balances-Setup-Service 2026-04-21T05:08:27Z https://support.simpleinvest360.com/hc/en-au/articles/23404292059917-Vesting-a-trust 2024-08-22T19:57:45Z https://support.simpleinvest360.com/hc/en-au/articles/26732037767821-Trust-Income-Schedule-Companies 2024-07-29T23:57:17Z https://support.simpleinvest360.com/hc/en-au/articles/26732694996109-Trust-Income-Schedule-Trusts 2024-07-29T23:57:35Z https://support.simpleinvest360.com/hc/en-au/articles/27088433025293-Family-Trust-Election 2026-04-21T05:13:36Z https://support.simpleinvest360.com/hc/en-au/articles/27695126621197-Entity-Dashboard 2026-04-21T05:09:52Z https://support.simpleinvest360.com/hc/en-au/articles/28315945197965-Trust-Income-Schedule-Reconciliation 2024-08-22T22:30:59Z https://support.simpleinvest360.com/hc/en-au/articles/28851883424525-Custom-Report-Titles 2024-08-22T19:57:46Z https://support.simpleinvest360.com/hc/en-au/articles/28856948219021-Detailed-Statement-of-Financial-Position 2026-04-21T05:09:59Z https://support.simpleinvest360.com/hc/en-au/articles/28888311875725-Operating-Statement 2026-04-21T05:09:59Z https://support.simpleinvest360.com/hc/en-au/articles/28888867061133-Detailed-Operating-Statement 2024-08-22T19:57:46Z https://support.simpleinvest360.com/hc/en-au/articles/31649125525005--ABN-is-mandatory-when-lodging-as-a-trustee-Validation-Message 2024-11-07T00:23:42Z https://support.simpleinvest360.com/hc/en-au/articles/31708574017549-PleaseSign 2024-11-15T01:33:12Z https://support.simpleinvest360.com/hc/en-au/articles/34529378986765-How-to-create-a-Inter-Entity-Account 2026-04-21T05:12:15Z https://support.simpleinvest360.com/hc/en-au/articles/35131531321869-Property-Dashboard-Simple-Invest-360 2026-04-21T05:12:42Z https://support.simpleinvest360.com/hc/en-au/articles/35160176919437-Asset-Allocation-by-Investment-Account-Pie-Chart-Report 2025-03-19T22:57:45Z https://support.simpleinvest360.com/hc/en-au/articles/35730259885197-How-to-Enable-the-New-Side-Menu 2025-04-10T04:00:00Z https://support.simpleinvest360.com/hc/en-au/articles/38455978166797-How-to-delete-an-entity-in-Simple-Invest-360 2025-11-12T05:19:14Z https://support.simpleinvest360.com/hc/en-au/articles/38457719518349-Company-Details 2025-07-31T02:01:48Z https://support.simpleinvest360.com/hc/en-au/articles/40702333319565-Trusts-Companies-Individuals-Transfer 2026-04-21T05:14:20Z https://support.simpleinvest360.com/hc/en-au/articles/41837457078541-Ai-Tax-Validation-Assistant 2026-04-21T05:13:36Z https://support.simpleinvest360.com/hc/en-au/articles/43550948608525-How-to-record-PAYG-instalments-in-the-Company-Franking-Worksheet 2026-02-20T05:14:40Z https://support.simpleinvest360.com/hc/en-au/sections/360012676752-Setup 2026-04-21T05:10:09Z https://support.simpleinvest360.com/hc/en-au/sections/360013148452-Investment-Reports 2026-04-21T05:02:24Z https://support.simpleinvest360.com/hc/en-au/sections/360013148472-Financial-Reports 2026-04-21T05:09:59Z https://support.simpleinvest360.com/hc/en-au/sections/360013148492-Beneficiaries 2026-04-21T05:05:41Z https://support.simpleinvest360.com/hc/en-au/sections/360013148512-General 2026-04-21T05:04:31Z https://support.simpleinvest360.com/hc/en-au/sections/360013148532-Chart-of-Accounts 2026-04-21T05:12:42Z https://support.simpleinvest360.com/hc/en-au/sections/360013174292-Compliance 2026-04-21T05:13:36Z https://support.simpleinvest360.com/hc/en-au/sections/360013174392-Tax 2026-04-21T04:55:16Z https://support.simpleinvest360.com/hc/en-au/sections/360013174812-Period-Compliance 2026-04-21T05:13:36Z https://support.simpleinvest360.com/hc/en-au/sections/360013189911-Setup 2026-04-21T05:09:48Z https://support.simpleinvest360.com/hc/en-au/sections/360013230212-Setup 2026-04-21T05:06:53Z https://support.simpleinvest360.com/hc/en-au/sections/360013261451-Work-Paper-Reports 2026-04-21T05:01:09Z https://support.simpleinvest360.com/hc/en-au/sections/360013261471-Setup 2026-04-21T05:11:14Z https://support.simpleinvest360.com/hc/en-au/sections/360013289011-Period-Compliance 2026-04-21T05:07:10Z https://support.simpleinvest360.com/hc/en-au/sections/360013289751-Period-Compliance 2026-04-21T05:04:19Z https://support.simpleinvest360.com/hc/en-au/sections/360013624091-Digital-Signing 2026-04-10T02:44:40Z https://support.simpleinvest360.com/hc/en-au/sections/4406780835597-Support-Queries 2026-04-21T05:14:20Z https://support.simpleinvest360.com/hc/en-au/sections/26732807353613-Tax 2024-07-29T23:57:35Z https://support.simpleinvest360.com/hc/en-au/categories/360005726312-Getting-Started 2026-04-21T05:10:09Z https://support.simpleinvest360.com/hc/en-au/categories/360005726332-Trusts 2026-04-21T05:13:36Z https://support.simpleinvest360.com/hc/en-au/categories/360005726352-Companies 2026-04-21T05:07:10Z https://support.simpleinvest360.com/hc/en-au/categories/360005726372-Individuals 2026-04-21T05:11:14Z https://support.simpleinvest360.com/hc/en-au/categories/360005738832-Reporting 2026-04-21T05:09:59Z https://support.simpleinvest360.com/hc/en-au/categories/360005749611-General 2026-04-21T05:14:20Z