The most recent BGL sprint release saw the number of Smarter SMSF documents now available within BGL’s Simple Fund 360 grow to more than 20 documents.

Over recent months, the Smarter SMSF development team has aligned the release of documents with the BGL product team to ensure timely release of SMSF documents for use. Importantly, we have been adding these within particular ‘sets’ with the range of pension documents now available. Over the coming weeks and months, documents as part of the contribution set, LRBA set, death benefits set and more expect to be available within Simple Fund 360 (and some within CAS360).

You can see the current document list available within Simple Fund 360 below.

Saved orders

Users can now save orders as part of the document process, allowing you to store the entry to obtain further information or to simply have it reviewed before submission.

Importantly, this release is version 1 of this function that will soon allow you to save and then share the order with another user within your firm to review the document before submission (e.g. staff member to manager review).

Document list

The following documents are now available within Simple Fund 360:

Company incorporation (special purpose)
SMSF establishment
SMSF Deed Upgrade (incl. QROPS)
Upgrade / Change of company constitution
Death Benefit Nomination
Investment Strategy
Pension Commencement (incl. ABP, TRIS & death benefit pension)
Lump Sum (incl. cash or in-specie and death benefit lump sums)
TRIS to retirement phase
Partial Commutation
Pension rollback (ABP & TRIS)
In-house Asset (IHA) Loan Agreement
Minimum Pension Shortfall
Member meets condition of release
Winding up a SMSF
COVID-19: Temporary rental relief
COVID-19: Temporary residential rental relief
COVID-19: Temporary LRBA loan relief
COVID-19: Early Release super lump sum
COVID-19: Above reduced minimum pension election

Subscription or PAYG

If you want to find our more about the subscription packages available with Simple Fund 360, visit the BGL showcase page for more information. Alternatively you can register to order documents on a pay-as-you-go (PAYG) basis from within Simple Fund 360.

Check out the document calculator to find out just how much you can save through a subscription for your SMSF documents.

Smarter SMSF also offers a variety of smsf documents including smsf pension documents, smsf investment strategies and more. Browse our selection today.