Simple Fund 360 / CAS 360 integration wins over Keep It Simple Super

By February 10, 2017October 19th, 2017Homepage, News

BGL Corporate Solutions, Australia’s leading supplier of SMSF and corporate compliance administration solutions, is proud to announce Keep It Simple Super (KISS), one of Australia’s leading SMSF administrators, has chosen Simple Fund 360 and CAS 360 as their software solutions for SMSF administration and corporate compliance.

Read more >

“Keep It Simple Super has been a long-term client and advocate of BGL. We are pleased they now feel the time is right to migrate to Simple Fund 360.” said Ron Lesh, BGL’s Managing Director.

“Since I started the business nearly 10 years ago, we’ve utilised the benefits of BGL’s Simple Fund Desktop software and Portal by BGL to be a 100% paperless and flexible workplace so we’ve never been cloud phobic, but like many accountants we didn’t want to dive straight in when Simple Fund 360 was first released.” said Julie Taylor, KISS Director.

“Our business is all about being simple and hassle free and you get that by making careful decisions about the platforms, staff and clients you work with” says Taylor. “I’ve seen other SMSF administrators switching platforms only to switch back again. To me, that’s tough, not only on your hip pocket but also on the morale of your staff and the confidence of your clients.”

KISS has been trialing Simple Fund 360 with some of its new advisers like Rob Gilmour from MORE Wealth Management. According to Lesh, “KISS have always been candid with BGL about the improvements they wanted to see in Simple Fund 360. Having this type of client feedback has been invaluable in helping us create a platform that truly is a next generation SMSF solution.”

“With the improvements we’ve seen over the last 18 months and the latest integration with CAS 360, we are confident now is the right time to migrate” added Taylor.

BGL will be at the SMSF Association National Conference in Melbourne from 15-17 February providing SMSF administrators a great opportunity to talk to the BGL Team about the future of their SMSF Administration.

BGLCorp

Author BGLCorp

More posts by BGLCorp

Leave a Reply