Transferring Fund from BGL to BGL

Jeffrey Todd

• 15 December 2025 01:04

I have recently obtained a new client SMSF. The existing advisor uses Simple Fund 360, as do I. Is there a method of transferring the information across and retaining the history and setup?

-1

• 

  Christopher Banks

  • 05 January 2026 22:36

  Hi Jeffrey,

  Thank you for reaching out to us.

  You can process a fund transfer, which will bring across the fund's transaction history as well as documents and workpapers; however, these two are optional, so you will need to work this out with the other advisor.

  Here is a link to the help article on how to process a fund transfer:

  • Fund Transfer

  I hope the above answers your post and if there are any further questions, please reply to let me know so I may assist further.

  0

Please sign in to leave a comment.