With a growing demand for improved SMSF investment reporting, transparency and simple to use mobile interaction, BGL has launched our first mobile application for Simple Fund 360.
Improve communication with your SMSF clients.
Simplify and remove pain points wtih client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.
Core Features include:
Track Investments, Respond to Queries, View Member Contribution, and Pension Data.
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day.
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards.
Check your combined member balances and minimums for all account-based pensions.
Track your contributions limits and ensure your clients are maximizing their tax concessions.
Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.
New pension detailed view and several minor improvements
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Up to six family members will be able to use this app with Family Sharing enabled.