Simple Fund 360 alternatives
Simple Fund 360 alternatives for NZ and Australian businesses
Simple Fund 360: $130 ex GST per fund per year, plus $45 ex GST per add-on per fund per year
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Simple Fund 360 with
Simple Fund 360 Professional is $130 ex GST per fund per year, plus $45 ex GST per fund per year for each add-on, with Bank Data and Share Data sold separately. Owners look for alternatives as the per-fund bill grows, data feeds add cost and their records stay inside the vendor's system.
Yours to own
SMSF Admin for Claude Code
The open-source SMSF administration system that is just a database and Claude Code. Built around your business, with your Simple Fund 360 data brought across.
See how it worksHow to choose
How to choose a Simple Fund 360 alternative
- 1
Check what drives the bill
Simple Fund 360 charges per fund, and Bank Data and Share Data are sold separately at an added per-fund cost. Compare that with how your fund count may change and which feeds you need. Enterprise DNA's paid version has one setup fee, then a monthly retainer, not a per-seat plan.
- 2
Keep control of your records
Ask where your member, balance, contribution, pension and holding records live, and what leaving means. Simple Fund 360 history is held in the vendor's system and is exported report by report. The alternative described here keeps your records in a database your business owns.
- 3
Fit your own rules and fields
Enterprise DNA builds each business its own version around how it runs. That matters if your team needs its own fields or ways of handling funds. Check that the version reflects your process, while keeping annual returns and financial statements in the tax software you already use.
- 4
Know what switching involves
Ask what needs to be exported and checked before changing systems. The free version accepts spreadsheets for member lists, investment summaries and transaction listings. On paid paths, report layouts are mapped and results checked against Simple Fund 360 fund by fund. Confirm how pensions and ATO member figures will be added, too.
The option that fits
Own a version built for your business
Enterprise DNA builds each business its own version around how it runs. Your fund records live in a database you own, and you work with them in plain language. Enterprise DNA brings your Simple Fund 360 data across, then runs your version for you. The paid option has one setup fee, then a monthly retainer, with no per-seat plans. There is also a free version you can run yourself.
- check Your records in a database you own
- check Built around how your business runs
- check One setup fee, then a monthly retainer
Make it yours
Design your own Simple Fund 360 replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Simple Fund 360. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Simple Fund 360 data across and run it for you.
Questions
Simple Fund 360 alternatives, answered
How does the Simple Fund 360 bill change as we add funds? expand_more
Professional is $130 ex GST per fund per year, with a minimum of five funds to start. Each add-on is $45 ex GST per fund per year, and Bank Data and Share Data are sold separately. The bill rises with the number of funds and add-ons.
Can an alternative take the place of our tax software? expand_more
No. You keep using your current software to lodge the annual return and produce financial statements. This option holds fund records such as members, caps, pensions and holdings, and records when each return was lodged. It also warns before a return is late.
What happens to our existing fund records when we switch? expand_more
The free version can bring in member lists, investment summaries and transaction listings saved as spreadsheets. Pensions and each member's ATO figures are added by asking. On paid paths, report layouts are mapped and results checked against Simple Fund 360 fund by fund before you rely on them.
Who owns the records, and what would we pay? expand_more
The records sit in a database your business owns. There is a free version you can run yourself. If Enterprise DNA builds and runs a version for your business, the fee is one setup fee followed by a monthly retainer, with no per-seat plans.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Simple Fund 360 costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Simple Fund 360?
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