BGL Simple Fund 360 is an accounting and tax software used for managing Self-Managed Super Funds. It's intelligent, cloud-based SMSF software, streamlines SMSF compliance management and administration for over 300,000 Australian SMSF's.
How to setup the data sync between Syla and BGL Simple Fund 360
Follow the BGL instructions here to set up the data-sync
Login to the Adviser Portal with your adviser email and password
For the client you want to sync, click the “View Statements” toggle to expand the list of available statements
Click “Sync” in the BGL Export line item to open up the modal
Copy the BGL Account ID from the modal and sync it with BGL
Once you have successfully synced, the status will update, and the “Sync” button will change to “Manage Sync.”