Where we explore the use of BGL’s integration with Simple Fund 360 and CAS 360 to order your SMSF documents from within the Smarter SMSF platform.
In this demo, we will be exploring:
- How to connect your BGL accounts in the Smarter SMSF platform
- How you can connect to Smarter SMSF from within Simple Fund 360 to order your SMSF documents
- How the Simple Fund 360 integration works to populate information to order documents
- How new SMSF orders can automatically setup the fund, trustee and member details in Simple Fund 360
- How you can add team members to order from the firm’s subscription
- General FAQs about the integration, available documents and options to order (including subscriptions).
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.
