For Accountants

Tools to help your SMSF practice thrive.

Introducing Canni SMSF Optimiser, the easy way to find out everything you need to know for your SMSF customers.

SMSF Optimiser

The ultimate SMSF client engagement tool for practices running BGL or Class

Comprehensive SMSF Asset & Liability Overview

A consolidated view of your clients’ SMSF assets and liabilities.

Identifying Retirement Savings Opportunities

Pinpointing opportunities to enhance your clients’ retirement savings.

Coming Soon – Equity Release for new investment

Individual SMSF Asset & Liability Profiles

Detailed breakdowns of each client’s SMSF assets and liabilities, along with an asset list.

Streamlined Referral Process

An easy referral process to access potential LRBA (Limited Recourse Borrowing Arrangement) loan and property insurance savings*.

Targeted Email Communication

The ability to select one or multiple SMSF Trustees for email communication*.

*Note: Some features are coming soon.

Zero effort, zero friction

Canni SMSF Optimiser seamlessly and securely connects to BGL or Class to make your life easier

“We are excited to add Canni Money to the BGL Ecosystem. This integration will empower mutual clients of BGL’s Simple Fund 360 and Canni Money to better engage with their SMSF clients, understand their opportunities, and ultimately save more for their retirement.”

Ron Lesh
BGL – Managing Director

Free for accountants of every size

All plans enjoy

Early Access Program – No credit card required for a limited time only!

Unlimited users

Auto-set up

Free training

Regular automatic updates