Save time and build best-practice SMSF legal, pension and compliance documents seamlessly using our two way integration with BGL’s Simple Fund 360 & CAS 360.
Combine Smarter SMSF’s documents to BGL’s Simple Fund 360 and CAS 360 to better manage your SMSF clients and build a more profitable business.
The two-way integration with Simple Fund 360 allows you to seamlessly create SMSF documents such as trust deed upgrades, pension commencements, commutations and many compliance documents using your Simple Fund 360 data. You automatically send these documents back to Simple Fund 360 to manage and have signed by your clients.
The integration with CAS 360 provides you with a one-click set up of your companies after ordering online with Smarter SMSF. We continue to work on additional features to manage the corporate affairs process with your SMSF documents.
To find out more, you can watch some of the videos below that demonstrate the features and benefits of these BGL integrations.
A smarter way to generate SMSF documents using Simple Fund 360 & CAS 360
The videos below show just how easy it is to connect to Simple Fund 360 to seamlessly create SMSF documents. And, it’s much more than just populating forms to generate these best-of-breed SMSF legal, pension and compliance documents – see how this two-way integration with Simple Fund 360 and CAS 360 enables you to send information back to BGL to create and/or update information within the software.
Setting up your connection with BGL’s Simple Fund 360 & CAS 360
We’ve built a really smart interface to enable you to connect with BGL’s Simple Fund 360 and CAS 360 that will keep you connected so that you can generate fund documents as and when you need for your clients.
Watch the video to see how simple it is to setup the connections to Simple Fund 360 and CAS 360.
Sending completed orders back to Simple Fund 360
Having ordered your SMSF legal, pension or compliance documents through our platform, you can seamlessly send these completed orders back into Simple Fund 360’s document portal to collaborate with your SMSF clients, including to DocuSign (where allowed to by law).
This integration saves you time and provides an ability to centralise the storage of your client’s SMSF documents within Simple Fund 360.
Company incorporation – one click setup in CAS 360
Whether you are setting up a special purpose company as SMSF trustee or a trading company (e.g. as a bare trustee), our integration with CAS 360 will allow you with the simple click of a button from the completed order to automatically setup the new company within the cloud-based software.
From the company order information, it will populate the company name, ACN, directors and shareholder information saving your a significant amount of time in the set up process.