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Showing 1 - 8 of 8 results for "SMSF documents"

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... integrate their site to the Smarter SMSF platform to access client data. The integration also enables users to generate SMSF documents that come pre-filled with data from SuperMate. "Through the API, users can now seamlessly order documents, including ...

HUB24 names new Class chief executive

JAMIE WILLIAMSON  |  MONDAY, 11 JUL 2022
... business forward as we focus on delivering great customer outcomes and enhancing Class's already market-leading SMSF documents and corporate compliance solutions," Alcock said. Steele joins as HUB24 prepares to launch a new SMSF product leveraging the ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... enhance SEQ's existing document businesses which already establishes and manages large number of trust and SMSF documents," Sequoia managing director Garry Crole said. "The current industry focus on reviewing outdated family trust and other structures ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... announced an integration with Smarter SMSF which will allow CAS 360 and Simple Fund 360 clients to purchase Smarter SMSF documents from within their BGL software. Smarter SMSF delivers training and documents within the self-managed super fund industry. ...

Class partners for improved SMSF compliance

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... available to Class users through a tiered membership, offering streamlined and efficient execution of required SMSF documents. The documents are pre-populated using Class' data and can be used to generate unlimited electronic SMSF documents, subject ...

Thomson Reuters partners for SMSF solution

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
Thomson Reuters Cleardocs, a leading supplier of legal and SMSF documents, has partnered with an SMSF administration software provider. The partnership with BGL Corporate Solutions will streamline the SMSF establishment and administration process for ...

BGL forms alliance with DBA Lawyers

STAFF WRITER  |  TUESDAY, 1 OCT 2013
... many mutual clients, so this formalises the relationship. "The BGL Simple Fund 360 makes it easy to acquire our SMSF documents. Unlike many other suppliers, our expert SMSF lawyers review and sign-off each SMSF deed. We can now provide the highest quality ...

Justsuper to move SMSFs to BGL cloud solution

LAURA MILLAN  |  MONDAY, 29 APR 2013
... to our clients with integrated data services, integrated source documents and the ability to digitally sign all SMSF documents," Justsuper chief executive Stephen Doulgeridis said. BGL is a supplier of superannuation and corporate compliance software ...
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