Simple Fund 360 pricing
Simple Fund 360 pricing and what it adds up to
$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
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The plans
What Simple Fund 360 charges
Simple Fund 360 Professional is priced per fund each year, with Bank Data and Share Data sold separately. Your bill depends on the number of funds and add-ons, with a five-fund minimum to start.
Simple Fund 360 Professional
$130 ex GST per fund per year
The minimum purchase to start is five funds.
Bank Data and Share Data add-ons
$45 ex GST per add-on, per fund, per year
Bank Data and Share Data are sold separately.
Trustee Edition
$280 ex GST a year, plus a one-time $320 ex GST purchase fee
This edition is for a trustee running their own fund and covers one fund.
How the bill is built
A fee for every fund
The Professional Edition costs $130 ex GST per fund per year. You start with a minimum of five funds, then funds are sold in one-fund increments. As your practice takes on more client funds, the recurring charge rises with the count.
Add-ons charged separately
Bank Data and Share Data are separate add-ons, each priced at $45 ex GST per fund per year. If you use both, each fund carries both charges on top of the Professional Edition fee.
More funds, a higher bill
After the first five funds, funds are sold in one-fund increments. The more funds you administer, the more you pay for the same screens, so your annual software bill grows as your fund count grows.
A trustee fee and purchase cost
A trustee running their own fund pays $280 ex GST a year for the Trustee Edition, plus a one-time $320 ex GST purchase fee. This pricing is for one fund and is separate from the Professional Edition.
A year of Simple Fund 360
The total grows with each fund
For an accounting practice running 400 funds with both add-ons, the annual bill is 400 x $220 = $88,000 a year. The $220 per fund combines the $130 Professional Edition price with $45 each for Bank Data and Share Data. The total rises as you add funds, and these prices are ex GST.
Underneath the bill
What you are really paying for
Screens over your records
Your practice already keeps records of members, balances, contributions, pensions and holdings. The recurring software fee pays for the way Simple Fund 360 presents those records, rather than only for the records themselves.
Data feeds on top
Bank Data and Share Data are not included in the Professional Edition price. Each is charged separately for every fund, so the feeds your practice uses add to the base annual fee.
History inside the vendor system
Member balances, contributions, pension payments and holdings recorded by your team sit inside the vendor's software. Leaving means exporting that history report by report.
The owned alternative
An SMSF system built around your practice
Enterprise DNA builds SMSF Admin around how your business runs, brings your Simple Fund 360 data across and runs it for you. You pay one setup fee, then a monthly retainer, with no per-seat plans. Your records sit in a database you own. If you prefer to manage it yourself, there is a free version you can run.
SMSF Admin for Claude Code
One setup fee, then a monthly retainer. No per-seat plans, no tiers, and the system is yours.
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 pricing, answered
How much does Simple Fund 360 cost each year? expand_more
Simple Fund 360 Professional costs $130 ex GST per fund per year, with a five-fund minimum to start. Each add-on costs $45 ex GST per fund per year. For 400 funds with both add-ons, the bill is $88,000 a year, ex GST.
Do Bank Data and Share Data come with Professional? expand_more
No. Bank Data and Share Data are sold separately, at $45 ex GST per add-on, per fund, per year. If you use both, you pay both add-on fees for every fund, on top of the Professional Edition price.
What does the Trustee Edition cost for one fund? expand_more
The Trustee Edition costs $280 ex GST a year for one fund, plus a one-time $320 ex GST purchase fee. This is the trustee option for someone running their own fund, rather than the Professional Edition priced per fund for a practice.
Stop paying Simple Fund 360 every month
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