BGL releases Simple Fund 360 integration with A.S.A.P Actuarial

BGL is proud to announce integration with A.S.A.P. Actuarial, an industry leader in digital advice for SMSFs.

This new integration provides BGL clients the ability to request an Actuarial Certificate directly from A.S.A.P using Simple Fund 360’s Actuarial Wizard.

An SMSF with pension members may require an actuarial certificate to claim Exempt Current Pension. BGL’s Simple Fund 360 sends the actuarial provider all the data they need to calculate the ECPI. The actuarial provider then automatically returns the actuarial certificate to the BGL client.

“We’re thrilled to add A.S.A.P. to our ever-growing list of actuarial certificate providers” said Lesh. ”A.S.A.P have been in the industry for a long time and are a great partner for BGL.

“We are delighted with the way BGL Simple Fund 360 passes data to A.S.A.P. so efficiently.” said A.S.A.P. CEO and Actuary, Jim Hennington. “Our sophisticated automation techniques can instantaneously provide the final ECPI percentage for over 75% of the orders we see. A.S.A.P. are proud to be the first actuaries to pass on these efficiency savings to our users through a two-tier pricing structure”

“BGL now supports an industry leading 9 actuarial certificate providers through its Simple Fund 360 and Simple Fund Desktop SMSF admin solutions” added Lesh. “We are focussed on providing our clients with industry leading seamless integration. Our CAS 360 and Simple Fund 360 now support over 350 integration partners including banks, brokers, wraps, platforms, practice management solutions, document providers and many more”.

About A.S.A.P.

The Accountants Scaled Advice Platform “A.S.A.P.” started out as a digital financial advice service for SMSFs – available exclusively through their accountants. A.S.A.P.’s CEO Jim Hennington is a Fellow of the Institute of Actuaries of Australia.

A.S.A.P Actuarial

A.S.A.P. use a 2-Tier pricing structure to ensure our users reap the rewards of our highly sophisticated automation techniques.

Our intuitive system identifies potential input errors and presents assumptions to the user before the certificate is finalised, leading to instantaneous certificate delivery, accurate results and less expensive certificates. A thorough set of tests apply before any certificate is automated. All other certificates are subject to staff review.

For more information, please visit www.asap-advice.com.au/asap-actuarial/

Teagan Crozier

Author Teagan Crozier

More posts by Teagan Crozier

Leave a Reply

X