This guide shows advisers how to connect a client's Coinstash data to BGL Simple Fund 360 from the Adviser Portal, so their SMSF crypto activity can flow into BGL.
What is BGL Simple Fund 360?
BGL Simple Fund 360 is accounting and tax software used for managing Self-Managed Super Funds. It's intelligent, cloud-based SMSF software that streamlines SMSF compliance management and administration for over 300,000 Australian SMSFs.
Before you start
You'll need to be connected to the client in the Adviser Portal. See How to Connect to a Client.
You'll need access to the client's fund in BGL Simple Fund 360.
Keep BGL's own instructions open: Coinstash Cryptocurrency Data Feed (BGL support).
How to set up the data sync between Coinstash and BGL Simple Fund 360
Step 1 – Log in to the Adviser Portal
Log in with your adviser email and password.
Step 2 – Open the client's statements
For the client you want to sync, click the View Statements toggle to expand the list of available statements.
Step 3 – Open the sync window
Click Sync on the BGL Export line item to open the sync window.
Step 4 – Copy the BGL Account ID
Copy the BGL Account ID from the window, then follow BGL's instructions to add it in BGL and complete the sync.
Step 5 – Confirm the connection
Once you've successfully synced, the status will update and the Sync button will change to Manage Sync.
Prefer a file upload?
The Adviser Portal also offers a BGL Integration File: a pre-formatted .XML export compatible with BGL Simple Fund 360 that can be uploaded directly into BGL to populate the fund's ledger. See What are the different EOFY reports available?
⚠️ Good to know
If your client revokes your adviser access, the BGL integration will no longer be available to you. See How to Disconnect from a Client.
Using Class Super instead? See Class Integration.
Troubleshooting
I can't see the BGL Export line. Make sure you've selected the right client and expanded View Statements.
The status hasn't changed to Manage Sync. Check that you copied the full BGL Account ID and completed every step in BGL's instructions.
The data in BGL looks incomplete. Contact our support team with the client's BGL Account ID so we can investigate.
Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.