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BGL SIMPLE FUND AND 360 INTEGRATIONS

Topdocs has a long standing relationship with BGL, and we have created a number of integrations that make it quick and easy to set up your SMSF and corporate documentation using BGL software, and to update your SMSF deeds.

PRE-POPULATE YOUR SMSF ORDER FORMS WITH SIMPLE FUND 360

When you order your SMSF documents with Topdocs you have the option to pre-populate your online order forms with the Fund information you already have in Simple Fund 360!

Simply select a document to order in our online Document Portal, and we will provide you with a complete list of your Simple Fund 360 super funds.

Choose the Fund you are preparing the documents for and be amazed at how we pre-populate your order form with the data straight out of 360.

UPDATE YOUR SMSF DEEDS WITHOUT COMPLETING A SINGLE ORDER FORM!

We all know updating your SMSF deeds can be a very time consuming process, especially if you are updating them in bulk. The completion of order form after order form is not only time consuming, but inefficient.

Often this means the process of updating deeds gets put in the ‘I’ll do it when I have time’ pile - which can lead to deeds becoming out of date.

To overcome the time burden of updating your SMSF deeds, Topdocs has worked with BGL to create an amazingly efficient integration for Simple Fund and Simple Fund 360 users that enables you to update your SMSF deeds, without completing a single order form!

You will be amazed at how quick and efficient this will make the process of updating your deeds.

With a raft of legislative changes having occurred since 2007, now is the time to get your SMSF deeds up to date using these great new integrations. The process of updating your deeds couldn’t be easier!

MORE INFORMATION

For more information about our BGL integrations, please contact the team at Topdocs on 1300 659 242. You can also learn more about BGL and the services they provide here.