We know that investment strategies have been one of the big topics within the SMSF industry over the past 6 months and will continue to be a significant part of the landscape in 2020.
Over the past few months we have been working towards seamlessly integrating the preparation of Smarter SMSF’s investment strategy into Simple Fund 360 as part of our growing document suite being available through the BGL software.
Ordering the investment strategy within Simple Fund 360 will allow you to automatically populate the fund information, saving you important time in the process.
Watch the demo
You can watch this video to see just how simple it is to leverage the power of Simple Fund 360 and the technical ‘smarts’ of Smarter SMSF.
Find out more
If you want to find out more about the subscription packages available to order document via BGL’s simple Fund 360 and CAS360, visit our BGL showcase page.