Chris McCurdy, Managing Director – Superannuation & Portfolios explains “Evans Dixon performed extensive due diligence on the cloud-based SMSF administration solutions and chose Simple Fund 360 as the best solution to meet its needs. The sophistication of Simple Fund 360, the experienced team and a long-term relationship with BGL gave us confidence to make this decision”.
“It’s thrilling to see Evans Dixon taking the step to move in Simple Fund 360. says Ron Lesh, BGL’s Managing Director. “We are confident that migration will boost their client relationships, productivity and team engagement”.
With over 190,000 funds loaded on the platform, Simple Fund 360 provides a highly innovative and automated solution for SMSF administrators, accountants and trustees. It provides clients with time-saving features that enable efficient preparation of financial accounts, comprehensive investment reporting and ATO lodgements. The software gathers data through 350+ data feeds and uses award winning AI-based deep learning to allocate transactions to ledger accounts as well as provide a pre audit transaction review. “It truly is the next generation SMSF software solution”.
About Evans Dixon
Evans Dixon’s approach is to focus on long term client partnerships while seeking to provide high-quality market-leading financial advice for private clients, institutional clients and corporates. Evans Dixon currently employs over 475 staff located in Sydney, Melbourne, Canberra, Brisbane and New Jersey. The Evans Dixon Management team and board have extensive experience across financial markets and advice in Australia and internationally.