Introduction
Download Simple Fund Brochure (PDF)
Simple Fund, a fully integrated general ledger, investment register and report generator specifically designed to meet the compliance needs of Self Managed Super Funds.
Simple Fund is Australia's leading superannuation compliance solution for Self Managed Superannuation Funds (SMSF). Over 5,000 of Australia's leading accounting firms, fund managers and individuals rely on Simple Fund for an innovative, effective and complete SMSF processing solution. Over 300,000 funds with assets in excess of $90 billion are maintained on Simple Fund.
Actuary Certificates - NEW FEATURE
Simple Fund gives clients the ability to request an Actuary Certificate, this process has been designed to make obtaining an actuarial certificate fast and simple saving clients a considerable amount of time and effort. Clients will no longer need to complete spreadsheets, email the spreadsheets to an actuary and then manually enter the percentages into Simple Fund. The Actuary Certificate providers currently available are Act2, Bendzulla Actuarial and Cumpston Sarjeant.
Compliance Made Simple
Simple Fund provides a fully integrated, value for money compliance solution with easy implementation, low training costs, exceptional functionality and ease of use. Our speed of adapting functionality to evolving compliance and client needs is well known in the computer software industry. BGL has received many accolades from clients and regulators for our ability to provide software updates in a timely and professional manner.
A Solution for Every Business
Simple Fund is available in two versions. The Trustee Edition Package maintains up to 5 superannuation funds and is recommended for individual trustees only, while the Professional Edition can maintain an unlimited number of superannuation funds. These product options mean Simple Fund can be used by individual trustees (who can transfer data electronically to their professional adviser for year end finalisation and audit) as well as the largest fund managers administering thousands of funds.
If you would like to learn more please contact the BGL Sales and Marketing or call us on 1300 654 401.
