Getting Started
Starting out
- Trustee Query
- Smart Matching
- Sign in with Xero
- Sign in with Google
- Mobile App: Welcome to BGL Engage
- Opening Balances
Data Feeds
- Supported Banks - BGL Bank Data Service
- Authority Form Signing Guide: Checklist
- Supported Banks - BankStatements Powered by ILLION
- No SMSF audit fee has been recorded for the financial year.
- Overview - Simple Fund 360 Data Feeds and Integration
- How to Create a data feed from the Smart Matching
Migrating from Simple Fund
- Depreciation Schedule will not migrate from Simple Fund to Simple Fund 360.
- Simple Fund vs. Simple Fund 360
- Consolidation of Chart of Accounts
- SF vs SF360 Terminology
- SF360 vs SF Desktop - Reports
- Simple Fund Desktop Transition Guide