Back to News

Import fund details from BGL to update SMSF Deed

By InterDocs

You can connect to BGL 360 to import fund details (name, trustees and members) into our SMSF forms.

This includes SMSF Establishment, Deed of Variation (Update), Change of Trustee, Change of Fund Name, Lost Deed Service (Replacement)Account Based Pension and Transition to Retirement Income Stream forms. Authorising us in the forms is easy, reduces errors in re-keying the fund information and saves you and your staff valuable time!