BGL Simple Fund 360 Actuarial Certificate integration now live

13 Nov 2017

Meg Heffron

CEO

Accountants who use BGL Simple Fund 360 for their SMSF clients can now request actuarial certificates from Heffron with no re-keying, no hassle and an immediate certificate where the fund passes all our automated checks and balances. We have also taken this opportunity to review the way we bundle our services to construct a range of special offers for BGL 360 users to celebrate our integration.

For some of our accounting clients, the best service is simply certificates at the lowest possible price delivered quickly and efficiently. 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.

So we invite you to choose:

  1. Actuarial certificates only at the lowest possible price.
  2. Our CertificatePlus package – if you choose this package, certificates will be slightly more expensive but our relationship with your firm will include other services that are directly relevant to helping you look after your SMSF pension clients.

Certificate Plus - Inclusions

Our Services

Heffron's Certificate Plus packages combines actuarial certificates plus other support and education services.

Recommend for:

Accountants