SMSF Trustees,

Need help with SMSF Administration?

Leading cloud SMSF administration solution. Available anytime, anywhere from any device. Investment flexibility. Personalised expert advice. Excellent value.

  • $0 to transfer an existing fund
  • $550(1st yr) / $990pa SMSF Administration
  • $0 extra for pension accounts
  • $0 for unlimited Transactions
  • $0 for unlimited ‘Investments’ via data feeds (or .csv)
  • $0 for ten other ‘Investments’ not via data feed
  • $30 per extra non-feed  ‘Investments’ – if required
  • $390 Independent Annual Audit – by 3rd Party

Conditions apply. Click HERE for details in our SMSF Administration Fee Schedule.

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More Value for Less Money

  • Industry leading SMSF Administration cloud solution. Daily updates online. 24X7 Access.
  • Investment Flexibility. Choose your own (compliant) investments.
  • Indepenent. We don’t limit, or steer, clients to specific bank accounts, trading accounts, term deposits or other investments (which can add fees and limit investment returns).
  • Direct access to expertise of Your Super Accountant.
  • SMSF tax accounting including annual income tax return and associated dealings with the Australian Taxation Office (ATO).
  • Investment Reports, including details of investment purchases, disposals, income, movements, year end valuations and Pie Charts.
  • CPA administration, including preparation of member reports, detailing contributions, pensions (if applicable), fund balances and tax components for each member.
  • Financial reports, advance calculation of your SMSF’s tax liability / refund and drafts associated trustee minutes/ resolutions.
  • We facilitate a truly independent 3rd party audit.
  • Flexibility to choose the timing of your annual tax return.
  • Independent Advice. Please refer to our Financial Advice page for details.
  • See the SMSF Setup Advice web-page if you’re thinking about a SMSF. There may be better options.

Industry leading SMSF administration cloud solution.

  • Track net investment performance trends against benchmarks.
  • Track contributions against caps. 
  • Track pension withdrawals against minimums.
  • Available from anywhere, anytime & any device (iPhone, iPad, Android, windows).
  • Daily investment updates – including ASX  and Unlisted Unit Trust data.
  • Links from more banks and brokers than any other SMSF software.
  • Flexibility to choose your own investments.
  • Digital signing technology – paperless SMSF admin.
  • Secure, reliable hosting in Australia from Amazon Web Services.
  • Contract note service uploads buy and sell transactions.
  • Registry Data confirms holdings. 
  • Integration to auditors, actuaries and advisors (if you permit).
  • Securely invite anyone to view fund data and download reports.
  • For details, google BGL’s Simple Fund 360.

Monitor Investment Performance

View a live snapshot of your SMSF’s overall investment performance – taking dividends and market movement into account. Make comparisons to benchmarks such as the S & P/ASX 200.

Investment Dashboard

Real-time investment information including:

  • Value of each investment and category
  • Investment Performance
  • Trends Vs Benchmarks (eg S&P/ASX 200)
  • Projected Investment Strategy
  • Actual Investment Allocation (current and prior year)

Contribution Dashboard

The Contribution Dashboard displays all contribution amounts of all active members for a particular financial year.

Pension Dashboard

Real-time Pension account information, including:

  • Pension Account Balances
  • Minimum amounts (and amount required)
  • Maximum amounts (and amount required)
  • Gross Drawdowns for the period
  • Pension Forecasts

We guarantee 100% privacy. Your personal information will not be shared.

PO Box 296 Magill SA

08 7127 7471

Enquire now

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