Leveraging the BGL integration for SMSF document orders
In this webinar, Aaron Dunn and David Davine explore:
- How to connect your BGL accounts in the Smarter SMSF platform
- How you can connect to Smarter SMSF from within Simple Fund 360 to order your SMSF documents
- How the Simple Fund 360 integration works to populate information to order documents
- How new SMSF orders can automatically setup the fund, trustee and member details in Simple Fund 360
- How you can add team members to order from the firm’s subscription General FAQs about the integration, available documents and options to order (including subscriptions).
Watch the webinar
This webinar was recorded on 2 December 2021.