SMSF Core
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One plan, everything included

Your fund's paperwork and thresholds watched all year, accountant-ready in June. One price, every feature.

SMSF Core

30 days free, no card

$490 a year

2 months free
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Billing starts only if you add a card after 30 days. Cancel anytime.

  • 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
  • Switch to monthly anytime

What you get

Product captures over the public sample fund. Every screen below is live to explore before you pay.

Sample fund, before the trade: a slider sizing a hypothetical sale of 950 VAS units on 5 July 2026, with the units that would not meet the 45-day test, the franking credits affected, the earliest date those units meet it, and the franking impact if executed
The sample fund opens with the 45-day answer before a sale, then the document and property trail.Sample data, illustrative onlyOpen the sample fund
Sample dividend calculation: dividend summary, LIFO parcel matching with 45-day status and the ATO source for each rule
A full dividend calculation, and the audit package it feeds.Sample data, illustrative onlySee the example audit report
Division 296 tracker: member balance card against the 3 million dollar threshold, record-a-balance form and the cost-base-reset election record
The Division 296 tracker: member balances against the thresholds.Sample data, illustrative onlySee it on the sample fund

See a sample fund before you start See an example franking report

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Pricing | SMSF Core