Need SMSF Administration services?

Leading cloud SMSF Administration solution. Available anytime, anywhere from any device. Investment flexibility. Personalised service from your own SMSF Accountant. Low fees. Excellent value.

Click HERE for details in our Fee Schedule.

i

sDaily updates and 24X7 Access via industry leading SMSF Administration cloud solution.
Investment Flexibility. Choose your own (compliant) investments.
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 SMSF Accountant.
SMSF administration, 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.
SMSF accountant prepares member reports, detailing contributions, pensions (if applicable), smsf balances and tax components for each member.
SMSF administration includes financial reports, advance calculation of your SMSF’s tax liability / refund and drafts associated trustee minutes/ resolutions.
We facilitate truly independent 3rd party audits.
Flexibility to choose the timing of your annual tax SMSF administration and tax return.



…BGL’s Simple Fund 360 – available from anywhere, anytime & any device (iPhone, iPad, Android, windows).
Track net investment performance trends against benchmarks.
Track contributions against caps and pension withdrawals.
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.
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.