SMSF Admin & Annual Reporting

At BKT Self Managed Super we use cloud based administration and annual reporting software that allows everyone connected to a fund to access up to date financial information about the fund at any time and from any device – our people, trustees, financial planners and auditors.

The software we use is BGL Simple Find 360. BGL is a software developer that specialises in SMSF software. 75% of all SMSFs are administered using BGL software.

Simple Fund 360 is able to continuously collect transactions information from banks, stockbrokers, share registries and fund managers etc. and process it so that trustees are able to see an up to date picture of their SMSF on any device at any time.

We prepare annual financial statements and tax returns and all the other related documents that are required for annual SMSF reporting and arrange for funds to be audited by an external auditor. Our fees for this work vary depending on the size and complexity of a fund but our fees are competitive and comparable to fees charged by large SMSF administration houses. We do not charge for client access to the cloud based administration system.