Some excited users!
“BGL (Simple Fund) 360 is a fantastic revolution for the SMSF administration space. For our firm, we have changed our SMSF offering to take advantage of these changes and are working hard to use these new features. Our goal is to complete all of our SMSF accounting for this year by the end of November and BGL (Simple Fund) 360 will help us do this!”
“The cloud based Simple Fund 360 breaks geographic boundaries to allow us to work on the same page from our different office sites, the SMSF reports are easily and quickly extracted from the system and integrate very well into our SMSF Audit System and Risk Factor Analysis, Microsoft CRM and document management system. The BGL (Simple Fund) 360 allows us to manage our offshore centres more effectively and job allocation more efficiently. Well done, BGL!”
“My office was an early adopter and whilst there were teething problems I can report that software is now humming. We are completing financials in one third the time it took us last year. Our clients are loving the online reporting and feel more in control seeing their fund being allocated in real time. We are still working on our internal processes but we believe for 2016 we will have the financials completed within 60 minutes. We are very happy we made the switch from (Simple Fund) desktop to (Simple Fund) 360.”
“With BGL Simple Fund 360, identifying SMSF issues can be done on a timely manner through real-time access of the Fund’s accounting data. Our team can now focus on being proactive in communicating possible SMSF compliance issues (such as meeting pension requirements) at any point in a financial year rather than waiting for financial yearend to finish. BGL Simple Fund 360 allowed our firm to create more value to the client and to deliver more services at a more efficient and timely manner.”
“Migrating to Simple Fund 360 is the easiest and most logical solution. We have been using Simple Fund 360 for the past 12 months and couldn’t speak more highly of the product. We found efficiencies even in our first year of migrating funds and that’s without having the data feeds setup for a full year”
“I find Simple Fund 360 is fantastic as it’s way smarter than Desktop ever could be. So glad we made the switch away from Desktop!!”
“We have been using Simple Fund 360 from a beta testing period through to commercial release up to now. Simple Fund 360 has come a long way from when the Beta was released, we instantly experienced small gains in efficiency which surprised us as we expected the time to move over to Simple Fund 360 from desktop was going to be significant investment in both getting the funds across but also in staff training. The second year operating with Simple Fund 360 we have been able to reduce our staff time on each fund by approx 60% once the data feeds were operating and rules set up. Staff Training was the other area that we thought was going to be an issue but we have found that staff needed minimum training as Simple Fund 360 was very intuitive to pick up, one thing I will say is that you and your staff need to approach with a clear and open mind as it works very differently to desktop, in a good way.”
Expand your SMSF offering
Simple Fund 360’s Analytical Insights takes SMSF software to the next level by allowing you to query your Simple Fund 360 database in real-time. Gain powerful SMSF business insights globally (across all of your funds) from any screen in Simple Fund 360 with just a few keyboard strokes!
Live online demonstrations
Experience for yourself why Simple Fund 360 is revolutionising the world of SMSF administration, automation and compliance!
TUE, DEC 6
14:00 – 15:00 AEST
Identify new SMSF strategies
SelfWealth is a dynamic, always-on social network of like-minded investors with a proven wealth-growing track record. With access to industry best analytics and reporting you and your SMSF clients can make investment decisions based on fact, not opinion
SelfWealth is fully integrated with Simple Fund 360 and is available at no-cost for the first 12-months. Following the free period SelfWealth is just $25 + GST per fund per annum