BGL & SelfWealth team up to provide value added services for Accountants

BGL & SelfWealth team up to provide value added services for Accountants

BGL Corporate Solutions and SelfWealth have teamed up to provide free value added services for Simple Fund 360 clients.

SelfWealth, Australia’s only flat fee brokerage solution is now fully integrated with Simple Fund 360; Australia’s leading SMSF cloud solution.  The integration gives Accountants free access to SelfWealth’s fixed fee trading solution, portfolio construction tools and stock research powered by Thomson Reuters with the ability to extend these services to their clients.

“The integration is well timed” said Ron Lesh, Managing Director of BGL.  “With the early adopters of Simple Fund 360 experiencing significant time savings through automation, they are now looking to expand their services to provide more value to their SMSF Trustees”.

Professional firms have endured increasing pressure the past few years to offer more than just compliance services. This free service means BGL clients will be able to easily provide value added services to their clients.

SelfWealth was specifically designed for SMSF Trustees. SelfWealth gives unadvised SMSF Trustees access to a community of like-minded investors.  Trustees can follow and track top performers, compare themselves against those investors, watch what and when they trade and access portfolio analysis tools to help them increase returns.

“What is the point of outperforming the market if 90% of investors are outperforming you” said Andrew Ward of SelfWealth. “It’s all about following the best investors to get better returns so you can to build that retirement nest-egg. And our portfolio analysis tools and flat fee brokerage help you to do that”.

The integration is exclusive to BGL’s Simple Fund 360 clients and is available to all clients now.

Leave a Reply

Your email address will not be published. Required fields are marked *