Online SMSF Audit

Overview

Online SMSF Audit allows Self Managed Super Fund (SMSF) auditors to audit SMSFs in the cloud. 

Refer to the  Online SMSF Audit website for more information.

Integration with Simple Fund 360 (Generating Access Code)

The BGL API allows Simple Fund 360 to connect with Online SMSF Audit and send fund details and data once approved by the Simple Fund 360 user.

Refer to the Online SMSF Audit Video for an example. 

The integration steps 

1. Log in to Online SMSF Audit 
2. Select BGL Import Fund from the Document Manager menu. 

3. Select Access Code Manager

   

4. Enter Details and click on Generate

   
5. If you are not logged into Simple Fund 360, you will be prompted to log in and select a firm where you have access to multiple firms. If you are already logged in, you can now proceed to Step 6.

6. You will need to confirm that Online SMSF Audit can access data for the funds you want. By default, all funds will be selected. Click on the Select Fund button on the top right-hand corner to authorise the funds which Online SMSF Audit can access.

   

7. Your Access Code will be displayed.