We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020.
Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple Fund 360 as part of our growing document suite being available through the BGL software.
Ordering the investment strategy within Simple Fund 360 will allow you to automatically populate the fund information, saving you important time in the process.
Watch the demo
You can watch this video to see just how simple it is to leverage the power of Simple Fund 360 and the technical ‘smarts’ of Smarter SMSF.
Find out more
If you want to find out more about the subscription packages available to order document via BGL’s simple Fund 360 and CAS360, visit our BGL showcase page.
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.
Aaron was awarded the SMSF Association Chairman's Award 2023 for his outstanding contribution to the SMSF sector, having made a significant contributions to sector growth and sustainability, measured against the values of leadership and sustainability.
As an SMSF specialist and CPA with more than 25 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.
