BGL Partnerships

Working together to deliver more

Actuary Certificates

BGL Accurium

Accurium is a leading SMSF Retirement Specialist and market leader in SMSF actuarial certificates.

We deliver innovative, accurate and reliable services to accountants and SMSF practitioners serving the needs of SMSF trustees.

We are committed to passing on the essential SMSF retirement tools and information that you need for success.

BGL Act2 Solutions

As leaders in integration and innovation for the provision of Actuarial certificates, Act2 Solutions consistently deliver lightning fast turnarounds at exceptional value.

Independently owned and operated, we believe in providing our clients with a professional, friendly and knowledgeable service.

Select Act2 as your actuarial provider and experience these efficiencies first hand.

BGL Cumpston Sarjeant

Cumpston Sarjeant is an actuarial consulting firm that has been providing SMSF certificates for over 15 years.

Our certificates are concise, single-paged statements and every matter is reviewed by our experienced staff to ensure accuracy and completeness.

With Cumpston Sarjeant, you can rely on a highly personalised and comprehensive service.

Audit

BGL Caseware

SMSF Audit is the purpose-built solution from CaseWare, Australia’s leading provider of Audit and Financial Reporting solutions for over 20 years.

As well as integrating with BGL, SMSF Audit offers dynamic workpapers and an innovative workflow structure to promote efficient, high-quality SMSF audits, all in a secure and collaborative web-based environment.


BGL MyWorkpapers

MyWorkpapers combines leading SMSF audit templates with technological innovation to provide simple, functional and compliant audit software.

Using our pre-built integration with BGL, you can import client information, trial balance and investment details.

You can communicate with administrators and manage all workpaper processes and documents so you can perform audits efficiently.

Education

BGL The Panalitix

PANALITIX is a very exciting resource that Accountants can add to their repertoire of client delivery tools.

It’s a simple, easy-to-use, real-time solution that helps you monitor client performance and deliver business advisory services.

BGL The SMSF Academy

The SMSF Academy launched in May 2011 and since that time has built a strong industry reputation for providing education and training on self-managed super funds to professionals.

BGL SMSF

The SMSF Community are a family based business bringing people together as a community to inspire, support and educate those wanting or who have Self-Managed Super Funds.

Documents

BMR Corp

BMR Corporate Solutions is an Australian owned and based firm that provides high quality Australian legal and taxation structuring documentation in a convenient and easy to use manner.

Cleardocs

First to market, and with more than 85,000 professional users, Cleardocs provides fast, ready-to-sign, legally compliant Australian documents online that can be tailored to your circumstances.

All Cleardocs legal documents are maintained to the highest standards and kept fully up-to-date with the law by top 20 law firm Maddocks.

DBA Lawyers

DBA Lawyers offers a range of SMSF documents and related services.

Our documents are considered the best available and are competitively priced.

Also, we provide assistance and support as needed.

Essential Imaging

Essential Imaging helps businesses reduce time spent searching through hardcopy documents by converting these paper documents into fully searchable electronic files.

With simple search functionality, documents can be found easily by searching anything from file names to unique key information embedded within the electronic file.

TAG Financial Services

TAG provides comprehensive financial advice to individuals and businesses in areas such as business improvement, tax strategies, superannuation planning and wealth management.

Topdocs

Topdocs is Australia’s leading provider of SMSF, company, trust and estate planning documentation to accountants, financial planners, dealer groups, lawyers and other professional advisers.

Our innovative online ordering and integration solutions, specialist advice, in-house legal review and accredited technical training enable our clients to access quality documents and services efficiently, at cost effective prices.

Data

ASX

ASX is one of the world’s leading financial market exchanges, offering a full suite of services including listings, trading, clearing and settlement, across a comprehensive range of asset classes.

Australia Post

Australia Post’s new SMSF Gateway Service allows you to receive superstream information directly to BGL software solutions.

Computershare

Computershare specialises in the provision of software solutions and professional services to the securities industry and their shareholders.

Iress

IRESS produce innovative, sophisticated solutions for serious financial market and wealth management participants.

With two core product streams, IRESS and XPLAN, comprising of equity information and trading platform and an extensive suite of financial planning and associated tools.

Macquarie

We work with more than 11,000 intermediary and advisory firms, offering a quality range of products and services that both deliver client value and help drive practice efficiency.

This includes providing: bespoke cash management services, which integrate with our client firms’ platforms and portfolio services; online trading and managed account solutions; and our award winning Wrap platform.

SISS Data Services

SISS Data Services (SDS) is a software company specialising in data feed solutions for the accounting, software and financial services industry.

Investing and Trading

Macquarie

Macquarie Equity Lever is an investment solution that allows SMSFs and individual investors to leverage to build an enhanced, low-cost, diversified and tax-efficient equities portfolio.

BT

BT Wrap is an investment platform managed with your financial adviser with access to all ASX listed securities, over 580 managed funds, and term deposits, and provides easy administration and consolidated reporting for individual investors, partnerships, trusts, companies and self-managed super funds.

Commsec

CommSec is Australia’s leading online trading platform with 20 years experience in helping new traders reach their investment goals.

SelfWealth

SelfWealth is a dynamic, always-on social investment network of like-minded investors with a proven wealth-growing track record.

SelfWealth is Australia’s first investment solution that enables you to compare yourself to your peers, professionals and the market and use this knowledge to portfolio performance.

SelfWealth TRADING allows you to trade the ASX at the lowest prices in Australia with a maximum fee of just $9.50 per trade, regardless of trade size.

Practice Management

BGL

Practice Ignition is a smart, online proposal and engagement letter creation platform.

It allows you to send your prospects and existing clients custom proposal letters within minutes, saving you valuable time.

It fully integrates with Xero and Quickbooks so your workflow automatically updates when your client accepts your proposal.

BGL Xero

Founded in 2006 in New Zealand, Xero is one of the fastest growing Software as a Service companies globally. Xero lead the New Zealand, Australian, and United Kingdom cloud accounting markets, employing a world-class team of more than 1,300 people in 20 offices across the planet.

Property

BGL

CoreLogic RP Data is the largest provider of property information, analytics and property-related risk management services in Australia and New Zealand.

BGL

DomaCom is the world’s first regulated fractional property investment platform bringing property ownership to thousands more people in Australia and beyond.

Also known as crowdfunding, investors join together in a legal structure (the DomaCom Fund) that gives them the benefits of owning a part of the property they choose, receiving proportional share of the rental returns and the capital value going forward. They can also sell their portion any time they like.

SMSF Licencing Solutions

BGL

Capstone Financial Planning is a national independently-owned licensee that offers a range of tiered authorisation solutions and business support services to accountants and financial advisers Australia-wide.