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 transfer of the The following articles and videos will help you set up the game-changing features that Simple Fund has to offer. From implementing a range of automation features that make account processing a breeze to activating digital signing, you'll find all the help you need below. Topic. Help Article Migrating from Simple Fund. Consolidation of Chart of Accounts. Additional Information. Depreciation Schedule will not migrate from Simple Fund to Simple Fund Feed Status of Data Services after Migration. How to Invite the BGL Client Success Team to a Simple Fund License. Migrate from Simple Fund Desktop to Simple Fund The dashboard will also display the funds Accounting Workpapers status and any outstanding Client Queries. Automatically loaded bank and investment data can be reviewed and then Matched through the Dashboard. If there are outstanding transactions, click Fix for Simple Fund to direct you to the Smart Matching screen Sign In. Lets Connect! Email. Password. Remember me? Forgot Password?
Simple Fund 360 Best Practice + Tips & Tricks - YouTube
Since 28 September , BGL Simple Fund clients have had access to a major software update that includes the SuperStream changes. This was the fourth Simple Fund update since 30 June The new software allows clients to initiate and receive member balance rollovers and process release authorities with the new Update Password. Class integration. Document Reports. BGL Simple Fund Home. BGL Simple Fund SF CAS Get access to CAS BGL’s cloud solutions, CAS , Simple Fund and Simple Invest , have successfully achieved the ISO certification since January It is a testimony that delivering efficient, reliable, and secure cloud solutions is BGL’s highest priority. Simple Fund and Simple Invest Hosted and stored in Australia only using The Bank Data Pack is the most efficient way of obtaining bank data for Simple Fund through automated data feeds. You have the ability to fully automate the flow of bank data from all major banks directly into Simple Fund for a fixed annual fee. No more waiting for customers to find their bank statements and scan or fax them to you Ensure all team members assisting you in the transition process are invited to Simple Fund Refer to Invite User, User Roles and Reset Password option. If you will be using Simple Fund to lodge Annual Returns, your firm will need to setup a Lodging Party (Tax Agent). Ensure your firm is running the latest version of Simple Fund Desktop BGL Corporate Solutions, Australia’s leading supplier of SMSF administration and ASIC corporate compliance solutions, has released an automated fund transfer feature in Simple Fund This feature allows funds to be transferred between Simple Fund clients. “This was the No 1 feature requested by clients” said BGL’s “We are excited to announce our partnership with Crypto Tax Calculator,” said BGL’s Managing Director Ron Lesh. “This integration will help BGL Simple Fund clients identify, track and organise their client’s crypto activity across hundreds of exchanges and blockchains with ease and accuracy.”. Crypto Tax Calculator is an Earlier this month, BGL advised its clients that the end of life for Simple Fund Desktop will be on 31 December This is truly the end of an era Launched in , Simple Fund Desktop changed the game when it came to SMSF administration, offering an alternative to completing calculations in Excel and very manual and
Simple Fund 360 Search – Simple Fund 360 Knowledge Centre
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 Everything you need in one place. Simple Invest is an integrated solution, connecting you to BGL’s CAS , Simple Fund , major registries, digital signing and document providers. Plus, over data feeds including ASX / unlisted unit trust data, bank data, broker contract note data, and wrap account data. Check out our full BGL From the BGL login page, input your username and password and select Sign In. From the Enter Security Code page, select Lost my device or click here to