BGL announces partnership with fintech firm
SMSF software provider BGL Corporate Solutions has partnered with a digital advice software firm in order to provide users with access to tools for assessing the appropriateness of SMSFs for clients.
BGL said the partnership will provide BGL Simple Fund 360 clients with direct access to the Ignition Wealth SMSF Appropriateness Guide.
BGL managing director Ron Lesh said the Ignition Wealth SMSF Appropriateness Guide allows accountants who do not have an AFSL to maintain their status as the key relationship holder and trusted adviser while ensuring that their client receives advice from the digital advice provider.
“A key advantage of the Ignition Wealth hybrid digital advice solution is that it is easy to use, scalable and is ready to assist the large number of SMSFs that require advice,” said Mr Lesh.
Ignition Wealth head of sales and marketing Richard Liverpool said training is provided and the fees are paid per client which “are only payable when the client’s statement of advice is produced”.
Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.
Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates. Miranda has also directed SMSF Adviser's print publication for several years.
Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.