BGL Smarter SMSF Seamless Document Integration update

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BGL Smarter SMSF Seamless Document…

Nov272019

Simple + Smart

Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update. In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at:

New SMSF ordering
Ordering a special purpose trustee company, including the one-click CAS360 setup; and
Initial release of the investment strategy document and supporting trustee minutes

In case you missed the session (or want to watch again), you can view here:

To find out more about this simple and smart integration, visit our BGL showcase page here.

Author: Aaron Dunn

Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues. As an SMSF specialist and CPA with more than 20 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers. A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.