This two-way integration allows you to seamlessly create and order your SMSF documents such as trust deed upgrades, pension commencements, commutations and many compliance documents using your BGL data.
BGL & Smarter SMSF are changing the game
The advancements in technology and integrations have been a significant time-saver to help drive solutions for practitioners, but what if we could bring a seamless document solution right from within your SMSF software? After user feedback, this is now a reality… watch the demo below, of this game-changing solution for BGL Simple Fund 360 clients through an industry-first embedded SMSF document service.
Seamless Document Integration
Simply determine the number of documents you would use annually. Select the monthly subscription bundle that suits the size of your business.
|From the Main toolbar navigate to Connect
|Select Order Document
|Select your Subscription Level
|once you have determined your subscription, select Add to Cart
|review the order and Proceed to checkout
Existing Smarter SMSF customers will be able to Login. If you are a new customer, please proceed to the Billing & Shipping section to complete your order
For further information on Subscription Packages Click Here.
Start ordering from our complete list of documents available, using our seamless integration.
Using the integration between Simple Fund 360 and Smarter SMSF you will now have access to the following documents:
- COVID-19 Early Release Lump Sum on compassionate grounds
- Member notice requesting early release payment as lump sum;
- Trustee minute for payment of early release payment
- Trustee notification to the member for early release super payment.
- Information Memorandum
- Temporary Rental Relief
- Temporary LRBA loan relief