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.

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*.

*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

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

No credit card required for a limited time only!