The integration between BGL and the fintech and insuretech software provider will support BGL’s Simple Fund 360 and Canni Money clients to better engage with their SMSFs, better understand their opportunities, and ultimately save more for their retirement.
BGL managing director Ron Lesh said Canni’s SMSF Optimiser software offers accountants a consolidated view of an SMSF’s assets and liabilities, detailed breakdowns of each client’s SMSF assets and liabilities, and an asset list.
“It can also help to pinpoint opportunities to enhance retirement savings,” he added.
Upcoming features include a streamlined referral process to access a potential limited recourse borrowing arrangement loan and property insurance savings, instant property value assessments, and audit-quality AVMs.
Mark Flack, executive director at Canni Money, said Canni will enable accountants to engage more deeply and easily with their SMSF clients.
“More importantly, the Canni SMSF Optimiser has the capacity to save substantial amounts to help provide a more comfortable retirement,” he said.
Jeevan Tokhi, head of Simple Fund 360 at BGL, said the integration feeds SMSF data from Simple Fund 360 to Canni’s SMSF Optimiser software dashboards, making it easier for the accountant or financial planner to identify opportunities and engage in more strategic conversations with their SMSF clients.
Canni Money is offering exclusive early access to its SMSF Optimiser software for existing BGL Simple Fund 360 clients.
