Smarter SMSF

Smarter integrations week, Smarter SMSF + BGL

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Free

The Smarter integrations week showcases our key integrations available on the Smarter SMSF platform with SMSF software providers and various government agencies.

Join Aaron Dunn for this webinar where he provides a demonstration on the integration with Simple Fund 360, allowing you to seamlessly generate documents using your BGL data including trust deed upgrades, pension commencements, investment strategies and much more.

In this session, we will explore:

  • How to connect to order your SMSF documents directly from within Simple Fund 360
  • Explore the available documents to order via Smarter SMSF’s BGL document platform
  • Understand some of the key differences in ordering via Smarter SMSF vs. Simple Fund 360 reports.
  • Showcase a number of popular documents using the integration, including the new pension commencement documentation
  • How the one-click push to CAS 360 works for new company incorporations
  • How the one-click push to Simple Fund 360 works for new SMSFs
  • Explore our road map for new documents and features with the BGL integration

Time will be made available for Q&A from the webinar.

Presenter



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Date And Time

24-06-2024 @ 12:00 PM to
24-06-2024 @ 01:00 PM
 

Registration End Date

23-06-2024
 

Location

Online Event
 

Event Types

 

Event Category

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