- Unable to invite users into Simple Fund 360
- Security Notification Emails
- SF360 - CSRF check failed
- How to view who coded or manual coded a transaction
- Multi-Factor Authentication (MFA) - I have a new phone or need to reset my MFA
- Multi-Factor Authentication (MFA) - using Authy
- How to identify which funds are receiving SuperStream contribution messages from AUSPOSTSMSF ESA
- AUSPOSTSMSF ESA appears on the Employer Notification Letter even after ESA changed to BGLSF360
- SuperStream: Australia Post ESA service for BGL's clients will end on 30/06/2023
- SuperStream ATO Error: Insufficient funds in member account.
- Alert: Fund receives SuperStream rollover / release authority message(s) and is still registered with AUSPOSTSMSF ESA
- SuperStream rollover / release authority email notifications from Australia Post that cannot be viewed or actioned
- Error! The Actuarial Certificate request has not been sent. Member's end of day balance is negative on xx/xx/xxxx
- Error! The Actuarial Certificate request has not been sent. PostalAddress: Please provide
- Error when requesting certificate - The fund has segregated assets.
- Act2 Solutions - Error! The Actuarial Certificate request has not been sent , but Actuary request has received an error. Please review event history for more information.
- Error - The Fund's Total Closing Balance is not equal to the sum of all the closing member balances.
- Error! Failed to call submit six has internal error
- Error: Migration Utility is not in the current version and the update is not working
- Migration Validation Error: Fund has not been finalised to year end and balanced forward to the next financial year
- How to record Dividend Reinvestment Plan Residual Balance post fund migration?
- Migration - How to export a CSV for future period transactions
- Migration - Duplicate Investment Security Codes
- Migration Failed: Could not Import Chart Accounts
- Transfer foreign
- Winding up a Fund: Create Entries Process
- System Accounts related to Members
- How to enter Insurance Proceeds
- How to process property settlement proceeds in instalments?
- What are system journals and how to locate them?
- Sign in with Google no longer supported from January 2023
- How to prepare and lodge a COVID-19 Re-contribution file.
- APES 305 and Cloud Computing
- What to do when features from the left-side toolbar are missing?
- Manually changing the reporting period.
- Hiding Bank Account numbers - Fund Dashboard.
SMSF Articles and Posts
- How to Invite BGL Support to a fund?
- Reversionary transition to retirement income streams
- Many strategies are based on the proportioning rule
- Limited recourse borrowing arrangements can use one bare trustee for multiple bare trusts
- How will downsizer contributions work for SMSFs?
- Draft law aims to shut down a gap in the salary sacrifice regime
SMSF Annual Return and Electronic Lodgement
- Lodged Tax Return not updating on the ATO Portal
- FAQ - Does the ATO accept Digital Signing ?
- How to lodge an Annual Return with a negative member balance?
- myGovID and Relationship Authorisation Manager (RAM).
- How to set up an Admin role without giving full access to all funds?
- Migration Utility Error: Unable to connect to Simple Fund 360
- Transfer Balance Dashboard - How to add an External Fund
- How to remove an Active User
- Firefox - Password is being inserted in Username field
- Can't log in to Simple Fund 360
- How can I extract unmatched transactions for a bank account
- How to solve SMSF Annual Return Rounding issues caused by asset CGT status?
- How to insert a signing date when digitally signing a report?
- What to do when Statement of Financial Position can not generate?
- Covid-19 Early Release Lump Sum Minute
- How to add Benefits Paid (46000) account to Accounting Workpapers (Workpapers Lead Schedule)?
- How to record a Pension Reserve in Simple Fund 360
- Use segregation for income allocation only
- TBAR: Minimum pension payments not met
- Opening balances for TBAR
- 2016/2017 EOFY Processing Procedures - Part Pension Part Accumulation Scenario
- How do I Cancel a TBAR event?
- CGT Cost Base Adjustment
- How to update my Cryptocurrency Account to use the daily revaluation feed
- Unable to Dispose Investments Held
- Moving Underlying Assets into a Managed Investment
- How to correct investment details in the opening balance?
- How to record when taxable distribution is higher than the net distribution received?
- Account: Investment/InvestCode doesn't link to any security.
- 77600/InvestCode does not have a price recorded on 30/06/20XX. The previous price will be used.
- Clearing Account currently has a balance as at 30/06/20XX
- No SMSF audit fee has been recorded for the financial year.
- Fund has pension members but no General Expenses and/or Investment expenses percentage for the period
- Fund is in full pension for the entire year and there is no other assessable income.
- Reconciling Bank Balance Variances
- Error: "You don't have access to connect any Xero Practice Manager Accounts"
- Macquarie Wrap and Bank Feed Troubleshooting
- How to view and manage your Share Data Pack License
- Inviting Trustees into Simple Fund 360
- BGL Bank Data Service - Missing Transactions from Bank Feed
Chart of Accounts
- Unable to locate Bank Account.
- Contact name not updating in Chart of Accounts
- Setting up Term Deposits for the Bank Data Service
- Non Tax-Deductible Expenses
- How to reactivate an account in the Chart of Accounts
- How to make an account inactive in the Chart of Accounts