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LightYear Docs announces new integration with BGL

By mbrownlee
10 February 2023 — 1 minute read

Document provider LightYear Docs has expanded its pre-existing integration with CAS 360 and will soon finalise its integration with Simple Fund 360.

The integration with CAS 360 allows users to prepare and establish companies on the LightYear Docs platform and have the data and documents synced to their BGL CAS 360 account.

LightYear Group chief executive Michael Jeffries said the new integration is part of “significant development pipeline that LightYear Docs is rolling out over the next twelve months”.

LightYear Docs director and legal engineer Ashleigh Jaremyn said the integration provides a simple and fast way to connect the two products.

“Companies are created and synced instantaneously once a company is completed from the LightYear Docs document wizard,” said Ms Jaremyn.

LightYear Docs is also in the process of finalising an integration with BGL’s SMSF compliance management and administration, Simple Fund 360.

The document provider also recently added a ‘Hybrid Trust Document’ to its platform which is aimed at providing greater flexibility with income distributions in unit trust structures.

Mr Jeffries explained that the hybrid trust document gives accountants the ability to choose the path of their clients’ income distributions inside a unit trust at the click of a button.

 

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Miranda Brownlee

Miranda Brownlee

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 also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: miranda.brownlee@momentummedia.com.au

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