BGL has partnered with TAG Financial Services to release a Fact Find Document Pack in Simple Fund 360.
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.
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.
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.
I have written 3 blog posts in recent times about buying the right ASIC corporate compliance software. As a reminder:
Don’t buy ASIC corporate compliance software without asking these questions
Beware of software companies that dont tell truth
Don’t be conned by cheap prices and fantasy spreadsheets
Because when you get it right, you provide your clients with remarkable experiences.
For those of you who have read my recent blog posts, but not taken my advice, the events of recent days simple prove what I have said was 100% correct.
Eventually the world catches up…
In my opinion, it’s all about trust. You need to trust your ASIC corporate compliance software will be there to support you and your clients. You need to trust they will do what they say they will do.
Similarly, you need to trust your document provider will be there to support you and your clients. You need to trust they will do what they say they will do.
BGL has been in business over 30 years. And our document provider business partners have a pedigree of excellence.
So if you are disappointed by your ASIC corporate compliance software provider, sick of the bullsh*t, sick of being lied to, please do chat to us. You have nothing to lose and heaps to gain.
BGL has built its business and reputation on honesty and integrity (we also make great software). That’s why we have been in business for over 30 years – and why others have not.
BGL is proud to announce that CAS 360 and Simple Fund 360 are now ISO27001 certified.
BGL announced the set up of the TOA BGL Training Academy. The Academy will provide firms with an outsourcing team at TOA Global the ability to have their Team certified on BGL’s cloud solutions, CAS 360 and Simple Fund 360.
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