New Features - June Release (14/06/2018)
@Anthony_Costa wrote: A PDF copy of the release notes can be downloaded here. New Features 2018 SMSF Annual Return The 2018 SMSF Annual Return is now available. Lodgement to the ATO will be added...
View ArticleNew Features - June Release (14/06/2018)
@Christine wrote: Hi Anthony - we’re excited to see the bank statement integration feature. I’ve had a good look through here:...
View ArticleNew Features - June Release (14/06/2018)
@Anthony_Costa wrote: Hi @Christine It would be the same username and password used by the fund member for their Online Banking. Read full topic
View ArticleNew Features - June Release (14/06/2018)
@Christine wrote: @Anthony_Costa I don’t think this is something our clients are going to agree to, rendering this feature useless. The majority of us have been taught that online security 101 is to...
View ArticleNew Features - June Release (14/06/2018)
@MattCrofts wrote: Thank you @Christine for your feedback. Security is a critical consideration with all integrations BGL make available through Simple Fund 360 . In this case BGL has partnered...
View ArticleNew Features - June Release (14/06/2018)
@Christine wrote: Thanks @MattCrofts - we use BGL’s Bankfeed feature for our other clients, and were looking forward to being able to access the same for building society and Suncorp accounts. The...
View ArticleNew Features - June Release (14/06/2018)
@MattCrofts wrote: You have interpreted @Anthony_Costa comments correctly you would need to provide Proviso (bankstaments.com) with the current internet banking username and password. We have detailed...
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