BGL is proud to announce that Evans Dixon has made the decision to move the administration of its 4,500 SMSFs to Simple Fund 360.
BGL is proud to announce another exciting update to its cloud-based Simple Fund 360 solution! This time releasing a seamless two-way DBN integration with Smarter SMSF, a new Advisor Fact Find and more improvements to Simple Fund 360’s investment reporting for planners and advisers.
DBN integration with Smarter SMSF
Simple Fund 360 clients can now save heaps of time by utilising their fund and member information to generate Death Benefit Nominations that meet the requirements of the Smarter SMSF Deed.
Clients can generate either a binding (including non-lapsing) or non-binding death benefit nomination (DBN) for a self-managed super fund member. Importantly, the DBN has been developed in accordance with the requirements of Schedules 1 and 2 of the Smarter SMSF Deed. Learn More >>>
New Advisor Extract Fact Finder
The SMSF Fact Finder report is now available in the Reports screen to help Simple Fund 360 clients share relevant SMSF member and investment information with their financial advisor. Learn More >>>
Investment Performance – Simple Dietz Report
We have improved Simple Fund 360 investment reporting for planners and investment advisers by adding a new Simple Dietz Method to the reports screen. The Dietz method provides a more weighted measure when calculating the return on a portfolio than a simple return method.
The Simple Dietz method measures investment performance during a period, incorporating cash inflows and outflows. Learn More >>>
New Data Feeds
With daily data feeds becoming vital to keep pace in the SMSF processing, we have added 3 new feeds:
The new contact notes have been added to the Share Data Pack.
Accounting Workpapers
We know how important it is to have efficient processing around workpaper production and we continue to focus our efforts on reducing the time taken to perform this process.
This release sees the introduction of New Warnings/Observations, utilising the data contained in the Simple Fund 360 general ledger to inform the user of any potential irregularities such as negative balances for further review.
We have also ticked-off the number 1 client wish list request – to order the workpaper attachments into the Control/ Sub account order.
New Features Webinar
10 Mar at 11:30 AEDT.
Register Now >>>
BGL is proud to announce a new partnership with Lielette Calleja, the Director of All That Counts.
This month BGL is Xero’s app partner of the month – and for good reason.
We are pumped to share with you two sensational new key features for CAS 360 New Zealand clients:
CAS 360 firms have been blown away with how easy it is to prepare and file Annual Returns with the NZ Companies Office. Now, we have added a new set of workflows to make the Annual Return process even better, by allowing you to visualise all your Annual Returns and see if they have been processed, filed or overdue.
CAS 360 now automatically checks your company data with the Companies Office every day. This ensures your CAS 360 company data is always up-to-date and means if your client makes changes to their company, this is what you will see
To see CAS 360 in action, watch our pre-recorded product demonstration:
The assistant Minister for Superannuation, Financial Services and Financial Technology, Jane Hume, has highlighted the potential for financial technology to boost the cost-efficiency of SMSFs and grow the sector as a result.
BGL is proud to announce major updates to its cloud-based Simple Fund 360 and CAS 360 solutions including fully integrated electronic signing with DocuSign, automated creation of funds from Topdocs and Zendesk Live Support Chat fully integrated into both CAS 360 and Simple Fund 360.
We’re excited to inform you that CAS 360 Version 53 is now available! For this release, we focused on features at the top of the CAS 360 wish list.
CAS360 and Simple Fund 360 February 2020 Product Update
In this episode I am joined by Matt Crofts (Head of Simple Fund 360) and Adriana Cavallo (Head of Partnerships) to discuss
New Features Webinars
CAS360 – Feb 19th – Register Here
SF360 – Feb 11th – Register Here
Enjoy!
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BGL has completed a detailed analysis of the ASIC document Self-managed super funds: Are they for you? Our analysis concludes the way the data has been presented is misleading and not reflective of industry norms.
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