Welcome to

Strategy Builder

Self-Managed Super Fund Investment Strategy Compliance Made Simple.

Easy for the professional

Accountants, financial advisers and SMSF administrators need features that save time and produce a professional result without undue fuss.

SMSF Builder

SMSF investment Strategy Builder

Create personalized SMSF investment strategies with ease.

Unlock the potential of your Self-Managed Super Fund
Compliance Toolkit

Compliance management toolkit

Streamline your SMSF compliance process effortlessly.

Ensure your SMSF Investment Strategies remain compliant
Client Templates

Fast and efficient strategy production

Create tailored investment strategies for your clients.

Copy and clone functions, make duplicate and future strategies easy

Client investment strategy development

Whether you’re a financial advisor, accountant or SMSF Administrator, Strategy Builder enables you to create personalized SMSF Investment Strategies for your clients. Collaborate with your clients to understand their unique financial situations and objectives. Our platform provides the necessary tools to document tailored strategies that help your clients understand their SMSF strategy in more detail and also comply with regulations.

You can easily generate simple through to comprehensive documents that demonstrate your expertise and commitment to your clients' understanding and success. Elevate your SMSF advisory services and foster stronger relationships by delivering strategy documents that truly reflect your clients' aspirations.

Strategy Clone and Copy previous strategies

Nothing is more frustrating than needing the start a strategy document from scratch, when you only need to change some asset classes or ranges for the same client or a different client

To make the process simple, once you have created and finalised a strategy for an SMSF, you can:

  • Copy a strategy
  • Clone a strategy

This feature enables you to use that strategy for the same SMSF, or even replace the SMSF details. Thus, the strategy options you have already completed, are used to form the basis of a strategy for a different SMSF. You can also update modify the options, tailoring it to the different SMSFs requirements

These valuable time saving features are provided at no extra cost to you, it’s all included as standard in Strategy Builder

Integrations

Bgl and sf360
Client Templates

For users of BGLSimpleFund 360 you can import the core SMSF details for one or more of your SMSF’s. You can do this at any time, thus saving you time and enabling you to get building your investment strategies faster.