Save on Simple Fund 360 Trustee Edition

If you are the trustees of the SMSF and have knowledge of SMSF returns and accounts, you might consider using the SimpleFund360 Trustee Edition software. After using the software, you would then engage an external auditor, such as iCare Super, to perform the audit before lodgement.

If you subscribe directly, BGL will charge an initial setup cost of $275 and an annual fee of $275 for the Simple Fund 360 Trustee Edition software. However, we can help you subscribe to the software at a significantly reduced cost:

Please note that the above fee is subject to BGL price adjustments. If BGL increases their prices, the ongoing fees will increase accordingly.

• The software includes all data feeds from the banks and brokers are available to BGL.
• The ESA is included in the ongoing costs.
• We charge a flat rate of $220 per year for the full version, with a quarterly payment option of $55 via direct debit instead of paying the full amount upfront.
• We will provide you with full admin access, allowing you to enter transactions, prepare reports, and handle lodgement of returns.
• Ownership can be transferred to you in the future upon request, or you can continue the subscription without using our other services.

By taking advantage of this offer, you could save $55 on setup costs and $55 on the annual subscription.

If you would like to proceed with this offer, please contact us for an easy setup process.

Please note that for iCare Super clients, the BGL Simple Fund software costs are included in our annual fee, so it is provided at no additional charge to you.