Made easy. Award-winning company compliance, SMSF and investment management software. Buy Now Watch a Demo! Already using BGL? Sign in! Complete company and trust management software with powerful automation and streamlined workflows for managing trusts, Annual Reviews, company registrations, common changes made by Empowering SMSF Professionals. Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund Analytical Insights. Annual Tax Statement. Corporate Actions. Fund Transfer. Accounting Workpapers. TBAR Management To log in to Simple Fund please follow three simple steps: Go to the Simple Fund Login Page Enter the Username and Password (Login details will be provided by your trainer). Note: In order for staff, clients, advisors, users and Overview. Multi-Factor Authentication (MFA), sometimes known as Two-Factor Authentication, 2FA, 2SA or TFA is a security enhancement for user accounts. MFA is mandatory for all users Reaching out to your Account Manager. Preparing your funds for migration. Signing up to Simple Fund Setting up your data feeds. My Account Management and Client Success Team are here to help make your move absolutely seamless Go to the Simple Fund Login Page. Enter the Username and Password (Login details will be provided by your trainer). Note: In order for staff, clients, advisors, users and others to access Simple Fund , an invitation Hover the BGL row and select the action menu and press Connectfor the BGL products you would like to connect. Go through the BGL login process to authorise AccountKit's access. AccountKit will now retrieve the superfunds within SimpleFund and link them to a client in AccountKit where it can find a match
Help and Resources – Simple Fund 360 Knowledge Centre
4 Logging in to Simple Fund. 5 Simple Fund Conventions. 6 Simple Fund Main Screen. 7 Creating a New User. 8 Adding a Tax Agent. 9 Selecting a Fund. 10 The BGL SMSF Auditors Panel is a list of SMSF Client Firms and specialist SMSF Auditors available to you from Simple Fund Check out the Auditors Panel here. Help Menu To access the Simple Fund online help, select the Help icon from the upper menu. Log a Support Call To log a To view your SMSF’s activities and allocate transactions, you simply log in online to your account, and you can do this on any device, from anywhere, at any time. Simple Fund can be linked to your SMSF bank accounts and the broker accounts to get daily updates on your SMSF balance. Advantages of using Simple Fund To perform a fund transfer in Simple Fund please refer to the help file below. You will need to enter my Fund Transfer Code which is .. To complete the BGL has chosen Smarter SMSF as its document partner to deliver a range of legal, pension and compliance documents to seamlessly order within Simple Fund BGL has chosen Smarter SMSF as its document partner to deliver a range of legal, pension and compliance documents to seamlessly order within Simple Fund and CAS – available as a monthly or annual subscription that suits the Fill in their information (name and email address) and Simple Invest will contact them to create a login for this fund. If you have asked BGL a question about your fund, we may ask you to invite us so that we can log on and investigate the matter further. From the Dashboard, select Share With and from the drop-down list, select: Trustee
BGL SimpleFund 360 Online Access | SMSF Warehouse
Access. Upon signing into MyBGL, users will automatically be directed to the Dashboard page by default. Alternatively, users can navigate to the App switcher 4 Logging in to Simple Fund. 5 Simple Fund Conventions. 6 Simple Fund Main Screen. 7 Creating a New User. 8 Adding a Tax Agent. 9 Selecting a Fund. 10 Chart of Accounts. 11 Transaction Types. 12 Entering Transactions. 13 Financial Reports. 14 Ledger Reports. BGL Client Centre. The BGL Client Centre provides you with a direct connection to BGL BGL releases new Simple Fund update. BGL has released a new update to Simple Fund along with a suite of new features added to Simple Invest BGL Corporate Solutions has announced the first major Simple Fund and Simple Invest updates for Go to the Simple Fund Login Page. Enter the Username and Password (Login details will be provided by your trainer). Note: In order for staff, clients, advisors, Simple Invest now becomes the only all-in-one software to offer investment reporting, CGT tracking, profit distribution automation, full set of financials AND electronic trust tax return lodgment. To find out how to prepare, validate and lodge the FY Trust Tax Return, click here. Period Compliance: New Feature Alert!!!