SIMPLE + SMART
SIMPLE + SMART
Start leveraging the combined power of BGL & Smarter SMSF to efficiently build compliant SMSF documents within your Simple Fund 360 and CAS 360 software, saving you time and the headache that comes with keep up-to-date with your clients.
simple + smart
Recorded on 30 August 2021
BGL has chosen Smarter SMSF as its document partner to deliver a range of legal, pension and compliance documents to seamlessly order within Simple Fund 360 and CAS 360 – available as a monthly or annual subscription that suits the size of your business, or simply pay-as-you-go.
With an ever-growing list of SMSF legal, pension and compliance documents created and owned by Smarter SMSF, sign up to what the best practitioners use.
From within Simple Fund 360, you can now connect to Smarter SMSF to order your SMSF documents in 4 easy steps. Choose to order as part of a document package or alternatively order on a pay-as-you-go (PAYG) basis.
To help you understand the benefit and savings through the subscription packages, utilise the document calculator to help estimate the number of documents you might require each year and the potential return on investment (ROI) from the subscription.
Connect your BGL software to Smarter SMSF.
Purchase document package and sign back into BGL.
Start ordering your documents.
Want to find out more?
Make the smart move and get in contact with one of our team members to find out more about the benefits of our subscription packages to order your SMSF documents within BGL’s Simple Fund 360 and CAS 360.
But don’t just take it from us…
I love how easy it is for us now to order our SMSF documents from inside Simple Fund 360. We started using to access the free COVID-19 documents, but have now transitioned to a subscription package saving us a lot of time and money!
Brad Tilley, All in Balance