Enjoy the benefits of running an SMSF without worrying about the day-to-day administration. 24/7 Online Reporting.
BGL’s regular reporting enables you to keep up to date and monitor the progress of your super fund, without the burden of maintaining the bookkeeping yourself. With up to date information, you will be in a better position to make important decisions relating to your super fund investments.
Where we detect unusual activity or identify a transaction that is non-complying we’re able to attend to it immediately.
Engage by BGL app offers comprehensive reporting, including:
- Member Details
- Asset Allocation
- Income Reports
- Balance Sheet and Operating Statement
- Investment Valuation
- Bank Account Transaction Details
- Contribution Cap Details with 3 year Bring Forward Rule Tracking
- Realised/Unrealised Capital Gains
- Pension Details – Min/Max and Pension Take YTD