We’ve come a long way; the videos below show just how easy it is to connect to Simple Fund 360 to seamlessly create SMSF documents… And now, we’ve made it even simpler. Check out https://smartersmsf.com/bgl/ to see the latest developments.
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.
