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  • About
    • Why Smarter
    • Integrations
      • BGL
      • Class
    • Future of SMSF
  • Documents
    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
      • Investment Strategy
    • Full Document List
    • Document Calculator
    • Packages
      • Accountants
      • Unlicensed Accountants
      • Financial Planners
    • PAYG sign up
    • Try for free
  • Training
    • Learn (Training)
      • CPD Quarterly
      • CPD Regular
    • Support
  • Blog
  • Events
    • All events
    • Practice Ready 2020 Vic Roadshow
    • SMSF Day
  • Login
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    • Sign Up

BGL Smarter SMSF Seamless Document Integration update

Documents, WebinarBy Aaron DunnNovember 27, 2019Leave a comment

Simple + Smart Thank you to those who joined us for our latest update webinar on 27 November 2019 regarding the BGL Smarter SMSF document integration Update.  In this session, Aaron Dunn was joined by Matt Crofts, Product Manager of Simple Fund 360 to look at: New SMSF ordering Ordering a special purpose trustee company,…

Company orders now added to BGL Smarter docs

DocumentsBy Aaron DunnOctober 24, 2019Leave a comment

Having recently launched the ability to establish a new SMSF directly from within Simple Fund 360, we are pleased to advise that users can now order and incorporate a new special purpose trustee company. Referring to the ATO statistical data from 2017-18, more than 80% of new SMSFs are now established with a company as…

Simple + Smart … ordering SMSF docs within Simple Fund

Documents, WebinarBy Aaron DunnSeptember 4, 2019Leave a comment

The advancements in technology and integrations have been a significant time-saver to help drive solutions for practitioners, but what if we could bring a seamless document solution right from within your SMSF software, built by Specialist SMSF Document Providers? After user feedback, this is now a reality… watch the webinar below, held on 3 September…

One click SMSF setup with Simple Fund 360 has arrived

Documents, UpdatesBy Aaron DunnAugust 18, 2019Leave a comment

We are pleased to announce the imminent release of our one-click SMSF setup with Simple Fund 360, where you can instantly create your new SMSF using the data from your fund establishment order on Smarter SMSF. Having successfully completed your new SMSF order, you can now click on the ‘send to SF360’ button on the…

Why not start ordering your SMSF documents for free?

DocumentsBy Aaron DunnJune 28, 2019Leave a comment

We know as practitioners that time is everything… Therefore, in your busy working schedule, it is important that when delivering outcomes for your SMSF clients, you need to feel confident that you can rely upon real expertise that provides you with an up-to-date and compliant solution, ensuring that you are implementing best-practice outcomes for your…

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Recent Posts
  • Why 0 – 100% asset ranges are not an acceptable investment strategy
  • Once indexation arrives, let the fun begin
  • BGL Smarter SMSF Seamless Document Integration update
  • Stamping of bare trust deeds required for LRBAs in Victoria
  • Navigating the Minefield of Personal Liability
  • ATO’s investment strategy approach… overblown or a chance to step up?
  • Company orders now added to BGL Smarter docs
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1300 95 94 76

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