The Smarter integrations week showcases our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies.
In this webinar, Aaron Dunn provides a demonstration on the integration with Simple Fund 360, allowing you to seamlessly generate documents using your BGL data including trust deed upgrades, pension commencements, investment strategies and much more.
In this video, he explores how to connect to order your SMSF documents directly from within Simple Fund 360, the available documents to order via Smarter SMSF’s BGL document platform, understanding some of the key differences in ordering via Smarter SMSF vs. Simple Fund 360 reports, and showcases a number of popular documents using the integration, including the new pension commencement documentation.
In addition, Aaron explains how the the one-click push to CAS 360 works for new company incorporations and the one-click push to Simple Fund 360 works for new SMSFs.
You can also find out more about the Smarter SMSF road map for new documents and features with the BGL integration.