SMSF administration developer BGL Corporate Solutions and SMSF specialist firm Heffron SMSF Solutions have announced the availability of Heffron’s actuarial certificate service through BGL Simple Fund 360.
Heffron founder Meg Heffron said the integration represented the firm’s latest expansion of its SMSF portal, Maestro.
“We’ve used this as an opportunity to really streamline the process of requesting an actuarial certificate and returning it to an accountant,” Heffron said.
“A fund that passes all our automated checks and balances will have a certificate available within minutes.”
She said her firm had released a new pricing structure for BGL Simple Fund 360 clients in light of the integration.
Some accounting clients just wanted certificates at the lowest price delivered quickly, she noted.
“But other firms tell us they value tapping into our extensive SMSF expertise and education when they need it and it would be convenient to bundle that with regular purchases like actuarial certificates,” she said.
“BGL Simple Fund 360 clients will be able to select a service that best fits their needs.”
BGL managing director Ron Lesh said: “With the huge growth in Simple Fund 360 clients and funds over the past few months, we think Heffron will have plenty of work to do.”
