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.
SF360 - Trust Deed Upgrade
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
SF360 - COVID-19 - Early Release Lump Sum Video
SF360 - COVID-19 LRBA Relief Video
SF360 - COVID-19 - Rent Relief Video