Simple. Seamless. Beautiful Integration.

Integrate with Xero for
streamlined SMSF and ASIC
Corporate Compliance admin

Receive SMSF and Corporate Compliance notifications in Xero HQ!

Xero HQ is the hub for providing superior client services: get real-time visibility and insights across
all of your clients, connect with a curated selection of third-party apps and access the best tools.

BGL Simple Fund 360 and CAS 360 can integrate with Xero HQ to allow for streamlined SMSF and Corporate Compliance notifications to flow to the Xero HQ dashboard. From these notifications, users can lodge documents to ASIC, review key SMSF considerations such as pension payments and contribution caps and much more!

CAS 360 + Xero HQ Alerts

Annual Statement
Received

Document Deadline
Approaching

Annual Statement
Missed

Document Signed
By Client

Concessional Contribution
cap breached

Concessional Contribution
approaching cap

Non-concessional Contribution
cap breached

Non-concessional Contribution
approaching cap

Simple Fund 360 + Xero HQ Alerts

Connecting to Xero HQ + Xero Practice Manager is simple!

Xero HQ is the hub for providing superior client services: get real-time visibility and insights across
all of your clients, connect with a curated selection of third-party apps and access the best tools.

BGL CAS 360 and CAS 360 can integrate with Xero HQ to allow for streamlined SMSF and Corporate Compliance notifications to flow to the Xero HQ dashboard. From these notifications, users can lodge documents to ASIC, review key SMSF considerations such as pension payments and contribution caps and much more!

About Xero | Beautiful business

Xero is a world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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