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.
On-Demand Property Value Checks
Instant property value assessments and audit-quality AVMs*.
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*.
Register for our Early Access Program. No credit card required for a limited time only!
*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
Register now. No credit card required!
PRICING
Plans to suit accountants of every size
Our pricing is based on the number of SMSFs in your BGL account. All prices exclude GST.
up to 100 SMSFs
$200
/month
101 to 300 SMSFs
$300
/month
more than 300 SMSFs
$500
/month
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
Register for our Bulk Refinance Program.
No credit card required for a limited time only!
Register for our Early Access Program
Enter your details below to register.
Register for our Early Access Program
It’s quick and easy – all you’ll need is the email linked to your BGL account.