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!

See it in action!

CAS 360 + Xero HQ Alerts

Corporate Compliance notifications pushed real time
as Alerts into your Xero HQ Activity dashboard.

  • Annual statement received
  • Annual statement missed
  • Document signed by client
  • Document deadline approaching

Simple Fund 360 + Xero HQ Alerts

Approaching or breached contribution notifications pushed real time
as Alerts into your Xero HQ Activity dashboard.

  • Concessional contribution approaching cap
  • Concessional contribution cap breached
  • Non-concessional contribution approaching cap
  • Non-concessional contribution cap breached

Seamless practice management integration for professional firms!

BGL also has two-way integration with Xero Practice Manager (XPM) that
automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM.

Real-time alerts are sent directly to and from each platform to notify users when a change has been
made. Additionally, when a change is received by CAS 360, users will be prompted to prepare the
required documents/forms for lodgement with ASIC.

See it in action!

CAS 360 + XPM

An update to contact/client details in Simple Fund 360 or XPM will automatically update CAS 360 and prepare the required documents/forms for lodgement with ASIC.

Simple Fund 360 + XPM

An update to contact/client details in CAS 360 or Xero Practice Manager will automatically update contact details in Simple Fund 360.

How to connect

Prior to integrating with BGL, Xero Practice Manager and Xero HQ must be synchronised.
In addition, please ensure that Xero Practice Manager and BGL Simple Fund 360 and/or CAS 360 are synced.

Learn More

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