Articles on: Adviser Portal (for Advisers)

Using the BGL Integration: Step-by-Step

What is BGL Simple Fund 360



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


  1. Login to the Adviser Portal with your adviser email and password
  2. For the client you want to sync, click the “View Statements” toggle to expand the list of available statements
  3. Click “Sync” in the BGL Export line item to open up the modal
  4. Copy the BGL Account ID from the modal and sync it with BGL
  5. Once you have successfully synced, the status will update, and the “Sync” button will change to “Manage Sync.”


Updated on: 03/07/2025

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