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Super Review

Digital check-up offered for SMSF clients

By In the Media, Industry, Super ReviewNo Comments

Written by Laura Dew
Published by Super Review on 11 April 2023
Click here to read on the SMSF Adviser website

Self-managed super fund (SMSF) software provider BGL Corporate Solutions has announced its software is now integrated with accountantsGPS to offer a digital check-up

Simple Fund 360 would now be integrated with Melbourne-based fintech platform accountantsGPS, part of Fiduciary Financial Services, and provide clients with a digital SMSF check-up report.

BGL clients would be able to log into the accountantsGPS platform and authorise Simple Fund 360 to pass information relating to their SMSFs to the platform. Some 95% of the information could be pre-filled, making it a streamlined process to produce the report.

It also meant clients would produce the report without the need for an Australian Financial Services license.
BGL managing director, Ron Lesh, said: “The digital SMSF Check-Up Report provides a comprehensive analysis of a fund’s compliance and financial situation to evaluate how a fund is progressing in many key areas.

“The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning. The report will help Simple Fund 360 clients to determine whether the trustees and members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals.”