News

BankLink continues to grow its financial institution portfolio

At BankLink the focus has always been on providing the information you need to complete your clients' accounts. BankLink warmly welcomes Lisa Hill as Relationship Manager, Financial Institutions.

Lisa’s primary focus is to provide a single point of contact for each financial institution that supplies data to BankLink. She will also be responsible for growing BankLink’s portfolio of institutions and introducing a series of initiatives to add further value to its clients and their customers.

Lisa brings over ten years of experience in Banking and Technology, in relationship and product management roles with organisations such as Reuters Australia, Commonwealth Bank, First Data International and Telstra.

BankLink Practice and Self Managed Super Funds

Did you know that BankLink Practice provides a powerful solution for your SMSF clients?

BankLink interfaces to all the major SMSF systems used by accounting practices, including BGL SimpleFund, APS Desktop Super, MYOB SuperFund, Supercorp SuperVisor II and Praemium.

BankLink collects data for a wide range of accounts popular with SMSF clients, for instance:

ABN AMRO Morgans Managed Portfolio Service
Adelaide Managed Funds – Cash Management Trust
ANZ V2 PLUS Accounts
Asgard Wealth Solutions – eCASH and CASH Connect Accounts
BankWest - Cash Management Account, Business TeleNet Saver
Bell Potter Cash Management Service
Credit Suisse Asset Management – Cash Management Trust
Macquarie Investment Management – Cash Management Trusts
National Australia Trustees - At Call Common Fund A1
Ord Minnett – Cash Management Trust
Private Portfolio Managers
Sandhurst Trustees Limited
Statewide Secured Investments Limited
Westpac – Cash Management Accounts

"Every quarter, The BankLink Service saves us between one and five hours of work for each SMSF client, depending on their size."
Morrows, VIC

If you’re not already using BankLink Practice to process your SMSF clients’ transactions, and would like to arrange a demonstration of how this can work for you, please call BankLink Client Services on 1800 123 242,
or email clientservices@banklink.com.au

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New hands on deck

In response to accelerated growth in its Australian business, BankLink is pleased to welcome five specialists to its national sales and consulting team. These specialists bring extensive experience to BankLink, in particular in the areas of small business accounting and the administration of Self Managed Super Funds (SMSFs).

Michael Kerr – Sales Manager
James Annand – Regional Sales Manager – East Melbourne
Campbell Docherty – Practice Consultant Queensland
Andrew Scaife – Practice Consultant – Workflow Manager
Joshua Nicholson – Practice Consultant - NSW

These appointments will enable BankLink to continue to deliver an unparalleled level of service, while providing increased support to the accounting professionals across Australia. To read more about each of BankLink's new team members, click here.

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Four more financial institutions join The BankLink Service!

BankLink is delighted to confirm the availability of statement data from DDH Graham Limited, Horizon Credit Union, Laiki Bank (Australia) Limited and BankWest credit cards.

The DDH Graham Limited information adds another well recognised name to the list of specialist Fund Managers used by your SMSF clients and Horizon Credit Union, Laiki Bank and BankWest credit card information further extends the wide range of data sets available on the BankLink Service.

Data from these institutions will be available from 1 July 2008, so this is a perfect opportunity to bring these accounts on to the BankLink Service for the new financial year.

So don’t delay - BankLink is accepting Client Authority Forms for your clients' DDH Graham, Horizon CU, Laiki Bank and BankWest credit card accounts now!

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Are you using the latest software?

BankLink is pleased to announce that BankLink Practice 2008 is now available, along with enhanced versions of BankLink Books and BankLink Notes.

New features in BankLink Practice include job costing, report styles, client file archiving and much, much more! BankLink Books now boasts its own context sensitive help file, and BankLink Notes has a new Send to Accountant button to help your clients get their information back to you.

Visit the What's New page, where you can read through a list of all the new features and enhancements or download the What's New document; or see the Upgrading page to find out how you can update your software.

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Announcing the release of the latest version of InvoicePlus

BankLink is pleased to announce that the latest version of InvoicePlus is available now! With lots of new features the emphasis is on flexibility and ease of use.

Your clients will be able to put a more professional face to the invoicing process, now that they can personalise stationery and add messages to all their documents. The production of ad hoc statements and flexible GST display will make life easier and save time.

Existing users of InvoicePlus will be eager to update, and those who don't already use the software may be tempted by all the new features. For a full list of the enhancements included in this release see our What's New document.

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