SMSF Core
§ Pricing

One plan, everything included.

The whole product for one price. Annual billing is the default and saves two months. No lock-in beyond the period paid for.

SMSF Core
One plan, everything included.
$490 a year2 months free
Billed once a year. 2 months free vs monthly.
  • The 45-day answer per parcel, before you sell, with the provision cited
  • Franking credit calculation per dividend, matched to parcels by LIFO, every rule cited
  • Division 296 tracking: member balances against the $3m threshold
  • Payday Super: the seven-business-day window per employer contribution
  • Contribution caps and pension minimums, watched all year
  • One document line for your fund, with email forwarding
  • Property register: valuations, lease and rent evidence, with the trail an auditor expects
  • Evidence requests: we work out what your accountant will need, ask you for the one thing that is missing, and file it, into BGL Simple Fund 360 where connected
  • Investment and franking evidence pack for your accountant and auditor: PDF and CSV, plus a BGL Simple Fund 360 export
Start free: 30 days, no card

Running a practice? The first practices join a free ten-fund pilot; see the for accountants page.

All prices are in Australian dollars and include GST.

General information only. Not a licensed financial service.

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