Simple Fund 360 Presentation

The next generation SMSF solution

Transcript

1. SIMPLE FUND 360! THE NEXT GENERATION SMSF SOLUTION!
2. OUR STRATEGY! Work on desktop BGL Desktop (Supported indefinitely) Work on both Work on the web The choice is yours… Portal by BGL (CAS / Simple Fund + Web)   Simple Fund 360 CAS 360 Simple Ledger 360   Visit us at www.bglcorp.com! Or call us on 1300 654 401  
3. LETS TALK ABOUT CLOUD   Visit us at www.bglcorp.com! Or call us on 1300 654 401  
4. INTRODUCING…   Visit us at www.bglcorp.com! Or call us on 1300 654 401  
5. A SHORT HISTORY   Visit us at www.bglcorp.com! Or call us on 1300 654 401   1997 - Simple Fund Desktop ! 2002 - FundNet! 2009 - Portal by BGL! The culmination of BGL’s 16 + years of experience in producing Australia’s leading SMSF administration solution!
6. DESIGN CONCEPT 1   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Single solution that connects all the dots….   Ø  Trustees Ø  Advisers Ø  Auditors Ø  Actuary Ø  Banks Ø  Brokers Ø  Registries
7. DESIGN CONCEPT 2   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Simple Fund 360, anywhere, anytime, any device Ø Android, iPhone, iPad, Mac, Tablet, Windows, etc
8. DESIGN CONCEPT 3   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Enterprise Scalable Ø Single database designed for billions of transactions Ø Supports 1,000’s of concurrent users Ø Hosted in Australia at 2 sites
9. DESIGN CONCEPT 4   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Simple menu that eliminates errors Step by step wizards
10. DESIGN CONCEPT 5   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Seamless data automation Integrated documents management Simplified reporting Paperless end to end using BGL’s SmartSign technology
11. DESIGN CONCEPT 6   Visit us at www.bglcorp.com! Or call us on 1300 654 401   You own the data Ø BGL is only the custodian Ø Access for 5 years Easy external access to data through a published API
12. MIGRATION   Visit us at www.bglcorp.com! Or call us on 1300 654 401   Easy migration from Simple Fund Desktop Ø  1 click migration from Simple Fund desktop Ø  All data, documents and services migrated
13. SIMPLE FUND 360   Visit us at www.bglcorp.com! Or call us on 1300 654 401  
14. BGL BANK DATA SERVICE! Visit us at www.bglcorp.com! Or call us on 1300 654 401!   Daily Bank Data Macquarie CMA (free) Banks available today Banks available over the next few months
15. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   BGL SHARE DATA PACK! Contract Notes Ø  Buy and sell data with automated disposals, GST and PDF contract notes Ø  Historical data available Ø  Automated daily delivery Registry Data Ø  Holding balances, dividend and distribution data Ø  Automated delivery 4 times each year
16. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   INTEGRATED SERVICES! Property Data Ø  Provided by RP Data HUB Integration Ø  Includes residential, commercial and rural valuations Ø  Title Searches by 30 June 2014 Ø  More services to come in 2014 SuperStream Ø  Partnership with Australia Post Ø  Free in Simple Fund 360
17. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   INTEGRATED SERVICES! Actuarial Certificates Ø  Act2 Ø  Bendzulla Ø  Cumpston Sarjeant SMSF Establishment Ø  DBA Lawyers Ø  Topdocs Ø  More to come later in 2014
18. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   INTEGRATED SERVICES! Wraps and Platforms Ø  BT Ø  CFS / Encircle Ø  IOOF Ø  MLC Ø  Macquarie Ø  OneVue Ø  Praemium Ø  More to come later in 2014
19. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   INTEGRATED SERVICES! Other Services Ø  Automated Macquarie account opening Ø  BankLink Ø  Xero Ø  SelfWealth Ø  Manual CSV Import Ø  More to come later in 2014
20. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   AUTOMATED MATCHING! BGL SmartPost automatically matches bank, contract note and registry transactions
21. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   KEEPING IT SIMPLE…! Familiar Chart of Accounts, General Ledger and Create Entries process Intelligent reports with ability to drill down to transactions Edit document templates in Word Just ONE Solution •  Everyone accesses the same application •  Access controlled by User Roles •  Simple badging for clients and planners
22. Visit us at www.bglcorp.com! Or call us on 1300 654 401!   Simple Fund 360 Ø  $80.00 per fund per annum including automated Macquarie Bank data and daily ASX/UUT data Bank Data Service Ø  $35.00 per fund per annum Share Data Pack Ø  $40.00 per fund per annum includes Contract Note and Registry Data Services Migration from Simple Fund Desktop Ø  Priceless, Free!! All available in lots of 5 funds YOUR INVESTMENT!
23. www.simplefund360.com.au Visit us at www.bglcorp.com! Or call us on 1300 654 401!   REGISTER YOUR INTEREST!