Introduction

Screen Shots

 The paperless office is now a reality with BGL

 Download Portal by BGL Brochure (PDF)

Digital Signing, Contributions Dashboard and Investment Summary

Portal by BGL is a web platform that provides BGL clients with the ability to give web access to CAS and Simple Fund data and documents.  The data and documents can be accessed by your clients, auditors, financial advisers, company officers or any other interested person from anywhere and on any device (computer, smartphone, iPad etc).

“Portal by BGL is a real asset to our business and to our
clients.  It allows us to exchange information quickly and easily.  Our
clients appreciate the added security that comes with an encrypted web
based platform.”

Julie Taylor - Director
Keep It Simple Super Pty Ltd

What can my clients do on Portal by BGL?

CAS

  • View all company data (company details, ACN, ABN, addresses, officers, members)
  • A fully automated Annual Review process for single and multiple companies
  • Ability to review, print and digitally sign documents prepared for a company
  • Complete electronic company incorporations

Simple Fund

  • View all fund details data (ABN, trustee, member details etc)
  • View/prepare investment and financial reports with live data including end of day pricing
  • View a contributions dashboard showing concessional, non-concessional, employer and member contributions
  • Update a fund's investment strategy
  • Request details of Simple Fund transactions and provide source documents (source documents uploaded through Portal by BGL are attached to the transaction in Simple Fund)
  • Ability to review, print and sign all year end documents prepared for a fund including income tax returns
  • Complete electronic fund establishments with all establishment documents created instantly

Portal with Group Entity

The paperless office is now a reality!

  • A paperless document delivery solution for your business
  • Allows you to deliver ANY document or file to ANY client -  documents or files do not have to be related to CAS or Simple Fund
  • Send/receive Financial Statements, Income Tax Returns, spread sheets, letters and invoices for individuals, partnerships, companies, trusts or super funds can all be delivered through Portal
  • Any document can be digitally signed with BGL SmartSign

 

Register for a free 30 day trial of Portal by BGL.

If you would like to learn more please contact the BGL Sales and Marketing or call us on 1300 654 401.