BGL adds web-based deeds to service

Administration software company BGL Corporate Solutions is now extending its self-managed superannuation web-based deed-establishment service to clients of its Simple Fund 360.

The service enables users to establish an SMSF and update existing SMSF deeds and supporting documents with help from Melbourne-based law firm, DBA Lawyers. It has been available to clients of BGL’s Portal solution for five years.

DBA Lawyers’ SMSF specialists review and sign off on each SMSF deed.

According to BGL managing director Ron Lesh, the group offers the first automated SMSF document solution to be fully integrated with any SMSF administration software.

“We have taken our five years of knowledge and experience to build something exceptional for clients,” he said.

BGL’s Simple Fund 360 software administers approximately 75 per cent of Australia’s 508,000 SMSFs with assets over $350 billion.

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Fewer, clearer decisions: Hamilton Wealth takes the OCIO route

Fewer, clearer decisions: Hamilton Wealth takes the OCIO route

An idea that started with a conversation in New York has led to Hamilton Wealth Partners opt for an outsourced chief investment officer (OCIO) arrangement. The firm’s founder and chief executive, Will Hamilton, says he believes the payoff will be in better returns, improved client experience and increased advice capacity within the business.

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