Integration with Topdocs enables you to populate your SMSF document order forms with the Fund information you already have in Simple Fund 360. This integration will populate all of the Fund, Member and Trustee details from Simple Fund 360.
You’ll experience amazing time savings for all of your SMSF documentation orders. Simply select the document you wish to order in Topdocs online ordering Portal, then click on the BGL Simple Fund 360 population option. If you are not logged into Simple Fund 360 in the same browser you will be asked for your Simple Fund 360 login details and like magic you’ll see a complete list of all of your Super Funds from Simple Fund 360. Simply select the fund you are ordering your documents for, and your order form will be automatically pre-populated with all of the fund information from Simple Fund 360!
Login to Topdocs
To pre-populate your SMSF document order forms, you will need to log into the Topdocs Document Portal. To login, or create a free account, visit www.topdocs.com.au.
Select your document
Once you have logged in, select the document you wish to order from the New Orders menu.
Integration with BGL Simple Fund 360
From the Order Reference screen, Select BGL Simple Fund 360. If you are not logged into Simple Fund 360 you will be asked to enter your login details.
After you provide your Simple Fund 360 login details, you will see a complete list of your Simple Fund 360 funds. Simply click on the fund you are ordering your documents for, and then click on apply. To enter your order form select next.
When you enter your order form, you will see it pre-populated with the fund information from Simple Fund 360. Simply fill in any additional information, and submit your order form to place your order!
Depending on the document ordered the Topdocs integration allows for data previously entered into Topdocs to flow automatically back into Simple Fund 360 which will create the new SMSF.
Should you have any queries or require more information, please contact the team at Topdocs on 1300 659 242.