Note
New and existing subscribers for Simple Fund 360 who plan to lodge the SMSF Annual Return or process a fund rollout will need to nominate and authorise BGL with the ATO. For more information, see How do I nominate BGL as the software provider with the ATO.
If you are lodging on behalf of a client you will also need to be nominated as an agent for the client.
To nominate you, the client must complete the following in the Online Services for Business portal:
- Select Profile, then Agent details
- At the Agent nominations feature, select Add
- On the Nominate agent screen, go to Search
for agent - Type the agent’s registered agent number
- Check that the agent’s details are correct
- Complete the Declaration and select Submit
1. To be able to lodge through the Standard Business Reporting (SBR) framework, you will be required to authorise BGL through Relationship Authorisation Manager (RAM). For more information, click here.
2. If the Lodging Party is a company, you need to attach a representative to that company. under Settings | Contacts. For the selected company navigate to Relationships and link a relationship. Refer to Adding a company for further instructions.
Important
The Company Name and ABN for the contact added in SF360 need to identically match the following fields shown in the Access Manager:
| From the Main Toolbar, go to Settings. |
|
| Select Lodging Party |
|
1. From the Lodging Party screen, select Add Lodging Party.
2. Start typing the first few letters of the contact in the search bar. If the contact does not exist, select Add New Contact. The Contacts screen will appear in a sub-screen. Enter the details of the contact and click Save.
If the selected Contact has representatives attached, the following screen will display.
Select an individual from the list and select Save.
4. Select the type of lodging party you are lodging as: Select between Trustee or Tax Agent or Business Intermediary
If you selected Tax Agent, input the Tax Agent No.
5. Select the entities you want to be attached to this Lodging Party.
Simply click the right arrow besides an entity to assign the entity against the lodging party.
Users can also choose to allow future entities to be assigned to the lodging party by default.
Note: Any lodging parties that were previously attached to these entities will be overwritten.
6. Select Save.
The Lodging Party Report will show:
- Each entity has a lodging party attached.
- The lodging party attached to the entity;
- The lodging party company (if any);
- The lodging party type (trustee, tax agent or intermediary);
To generate the report, from the Lodging Party screen, select Lodging Party Report.
The report can be further filtered by lodging party.
Select
The Lodging Party Report Settings will allow you to select specific lodging parties to show only entities that have the selected lodging party attached.
Select ;
- To change the lodging party for a entity, find and select the new contact in the Lodging Party screen:
- Click Entities Selector and search for the Entity to attach this lodging party to, selecting the entities to move them to the "Assigned entities" section. Once finished, click Save:
This will automatically un-attach this Entity from any other lodging party.
If you wish to edit the details for this lodging party, simply edit the contact directly via the Contacts screen. For more information, see The Contacts Screen.
To remove a Lodging Agent, follow the steps below:
- Open the Lodging Party screen and locate the Lodging Party you wish to delete.
- Confirm that the Lodging Party has no Entities attached, if there are entities still attached, remove the assigned entities from the Entities Selector screen as shown in the Change Lodging Party tab.
- Once the Lodging Party has no Entities linked, click the trash icon on the same line to delete.
- A confirmation pop-up will be displayed; select Yes.
If the Tax Agent has previously been used as a Lodging Party for a lodged Tax Return, they cannot be deleted. In this case, you can set them to Inactive, which will prevent any new Entities from being assigned to them as a Lodging Party.
To make a Lodging Party inactive:
- From the Lodging Party screen and find the Lodging Party you want to make inactive.
- Ensure that no Entities are currently assigned to them (see Step 2 above).
- On the same line, switch the Active toggle in the Action column.
- A confirmation pop-up will appear. Select Yes to complete the change and set the Lodging Party to inactive.
As a result the inactive Lodging Party will no longer appear in the Lodging Party Screen.