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,…
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…
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…
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…
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…