Order best-practice documents seamlessly using our two-way integration with BGL

How does this benefit you?

Technology and integrations have been a significant time-saver to help drive solutions for practitioners.

Now, through a seamless document solution from within your SMSF software, BGL has chosen Smarter SMSF to deliver specialist SMSF legal, pension and compliance documents directly from within your BGL software.

To ensure you are always using the most up to date and compliant documents around.

That truly is simple + smart.  

Register to order

From within Simple Fund 360, you can now connect to Smarter SMSF to order your SMSF legal, pension and compliance documents in 4 easy steps.  Choose to order as part of a document bundle or alternatively order on a pay-as-you-go (PAYG) basis. 

To help you understand the benefit and savings through the subscription bundles, 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.  


Step 1:

Connect your BGL software to Smarter SMSF.


Step 2:

Choose PAYG or select a bundle.


Step 3:

Purchase your bundle and sign back into BGL.


Step 4:

Start ordering your documents.

Demo videos on how to order

A unique and innovative solution combining Simple Fund 360 and Smarter SMSF documents.


How to order a new SMSF


How to order an investment strategy


How to order a Death Benefit Nomination


How to order COVID-19 Early Release super payment


How to order COVID-19 Rent Relief for related party commercial tenancies


How to order COVID-19 LRBA relief for related party loans

Now available within Simple Fund 360

Seamless Document Integration

  • Simply determine the number of documents you would use annually; (document calculator)
  • Then connect your BGL software to Smarter SMSF.
  • You will be redirected back here to choose the monthly subscription bundle that suits the size of your business;
  • Start ordering from our complete list of documents available, using our seamless two-way integration with Simple Fund 360 and CAS 360;
  • Your BGL data automatically populates your order to generate the Smarter SMSF documents;
  • Your document can then be automatically loaded into your BGL software.



$ per doc

Documents per year

Customisation capabilities

SMSF Training


$150 p/m


25 per year

Branding customisation

Not included


$250 p/m


50 per year

Branding customisation

Not included


$450 p/m


100 per year

Branding customisation

Not included


$750 p/m


250 per year

Branding customisation

Yes, included


$1,250 p/m


500+ per year

Branding customisation

Yes, included

Please note all subscription charges are monthly subscriptions on a minimum 12 month contract and excludes ASIC fee. Full Conditions of Use available on website.

Download product brochure here. For more information on our existing integration within the Smarter SMSF platform, please click here.

For more FAQ’s, please find online here.