SMSF software firm unveils new retirement notification tool
One of the major SMSF software firms has developed a new declaration of retirement feature and also announced an integration with a stockbroking platform.
SMSF software firm BGL has announced some new features to Simple Fund 360 including the ability to prepare a declaration of permanent retirement letter for all members of the fund.
“The letter is addressed from the member making the declaration to the trustees of the fund stating that the member has ceased employment and intends not to commence future employment again,” BGL explained.
Simple Fund 360 now also integrates directly with wealth management group Ord Minnett, allowing users to automatically import cash and investment transactions on a daily basis.
A new Smart Matching search feature also allows users to locate and match unmatched transactions.
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.