Heffron SMSF Solutions has announced an integration with software firm BGL Corporate Solutions, which will enable users to access its actuarial certificate service through BGL Simple 360.
An SMSF services company has firmed up a partnership with accounting software provider BGL Corporate Solutions, which will enable users to access its actuarial certificate service through BGL Simple 360.
Segments of the SMSF industry are still concerned about moving to the cloud as it will result in some fundamental changes to how they currently interact with clients, according to software veteran.
Episode 24 – Finalisation of TBAR requirements for SMSFs
The Australian Taxation Office (ATO) has recently finalised the approach for SMSFs to comply with the introduction of reporting various debits and credits against a member’s transfer balance cap. It has been a process of going back and forward with the industry, with the ATO having initially landed on a decision, only to be taken to task over the additional cost and compliance burden that was being imposed, not only on trustees, but the professionals who have endured enormous workloads due to the reforms, in addition to the ongoing problems with stability of ATO systems.
BGL Corporate Solutions, Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions, has added new filters to Simple Fund 360 Big Data views to help clients review the life insurance of SMSF fund members and obtain a quote for life insurance from Australian Group Insurances Pty Ltd (AGI) insurance.
BT Financial group has announced a partnership with software provider BGL Corporate Solutions, in a move that it hopes will help accountants make the most of BT Panorama’s self-managed superannuation fund (SMSF) solution.
BT Financial Group has partnered with SMSF software provider BGL to set up two-way data feeds between the two software platforms.
One of the things I think is very important for software sales people today is that they tell the truth. If they don’t know the answer to a question, they need to find out. If asked about a competitor or a competitors product, they should sell the benefits of their software and suggest to the customer to discuss the competitors product with the competitor. Usually this works OK – but certainly it is what I expect of my sales team.
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