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.