Search Results | Showing 31 - 40 of 43 results for "Simple Fund" |
| | | ... growth, it remains well behind competitor BGL in terms of market share. According BGL, its SMSF software product, Simple Fund, is used by over 75% of SMSFs in Australia. BGL managing director Ron Lesh said that his firm "does not worry about what Class ... |
| | | | ... distribution agreement with software supplier BGL Corporate Solutions. The SelfWealth solution will be integrated into BGL's Simple Fund 360, which will be released later this year. BGL and SelfWealth will integrate and upload all the BGL self-managed ... |
| | | | ... its administration software for self-managed superannuation funds (SMSFs). The bank data can be downloaded to BGL's Simple Fund and Simple Fund 360, and "completes the picture" of BGL's offering to SMSFs, according Ron Lesh, BGL's Managing Director. ... |
| | | | ... service administrator for self-managed super funds (SMSF), will move the 1,500 SMSFs currently administered on BGL's Simple Fund Desktop solution to the Simple Fund 360, BGL's cloud solution. Simple Fund 360 will be released to clients on the third quarter ... |
| | | | ... forms through the software," BGL managing director Ron Lesh said. "The valuation details will then flow back into simple fund and a PDF of the valuation will automatically be attached to the appropriate fund." The service is focused on helping clients ... |
| | | | ... contract note collection process for purchases of managed funds, loading data and PDF contract notes straight into BGL's Simple Fund SMSF administration software. BGL's Simple Fund software is used to administer over 75% of Australia's 450,000 self-managed ... |
| | | | Funds that invest in complex instruments should face more stringent regulation than those that strive for simplicity, according to Equity Trustees head of corporate and fiduciary services Harvey Kalman. Kalman warns that despite the collective investment ... |
| | | | ... access to wholesale managed funds, the solution promises a balance between a high interest return on the cash core with simple fund allocation procedures. SMSF administrator, Cavendish, will provide governance support services to trustees including underlying ... |
| | | | ... The new partnership will allow advisers to import client data through COIN's software, for integration with BGL's Simple Fund compliance solution via automated data upload feature. Importantly, advisers using both systems can transfer and upload electronic ... |
| | | | ... an investment menu that integrates a separately managed account (SMA) within a complete solution. "Portal by BGL, Simple Fund and OneVue's transaction and administration system have created a cost effective, end-to-end adviser proposition," said Ron ... |
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