Monthly Archives

July 2020

CAS 360 Software Update Release July 2020

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Hi All,

For the July CAS 360 update, we have focused heavily again on Trust management. Our aim has always been to have the best trust management feature set in Australia and New Zealand. Building on our release of Trust relationships in June, our new feature Trust Events takes this to the next level.

Trust Events is a new tab that has been added to all the trusts in CAS 360. Inside this tab, you now have a huge amount of new functionality. You can now store and record all asset, liability, gifting, income, and expense transactions for a trust.

This will give you a snapshot of all this information for each trust. Also, as years go by you will be able to add transactions for capital improvements, changes in value and forgiving of loans.

Best of all when any of these transactions takes place, CAS 360 will prepare the required supporting documents, which can then be reviewed by your Partner or Manager and delivered by email to your client for electronic signing.

In this release, we have also added a dedicated Documents tab to each trust allowing users to see all stored documents for each trust and also upload any other documents associated with the trust.

Also, new options have been added when preparing company registers. As CAS 360 supports up to 10 decimal places for unit registers and share registers, we have added an option to allow you to select how many appear, so for those difficult companies or unit trusts that go to 7 or 8 decimal places CAS 360 has you covered.

Users are now also able to select the name order to the Company Members Register & Unitholders Register, users can select to have this register ordered in First Name, Surname or Surname, First Name.

We have also improved the way joint members are ordered on Company Member and Trust Unitholder registers, the joint member will now be ordered by the First Name or Surname of the first representative.

This update also includes improvements to the officer’s screen and updated NZ form 9 template and API improvements.

To gain the most from our new features, attend our webinar on Wednesday, 19 August 2020 at 11:30 AEST. Register Now >>>

To read the full release notes, please visit the BGL Community >>>

BGL announces closed BETA for Simple Invest 360

By BGL Update, Homepage, Simple Invest 3602 Comments

BGL is proud to announce closed BETA for its new non-super cloud Investment Portfolio software solution, Simple Invest 360!

“The Team have done a great job through the COVID-19 lockdowns to get Simple Invest 360 to closed BETA many months ahead of schedule” said BGL’s Managing Director, Ron Lesh. “We have had many enquiries from clients who have been looking for a non-super investment solution which provides the same level of automation and AI as Simple Fund 360. Simple Invest 360 is that solution”.

“Leveraging the powerful, award-winning technology of our SMSF admin solution Simple Fund 360, together with our ecosystem of over 300+ automated data feeds, Simple Invest 360 will provide a sensational CGT record-keeping and reporting solution for companies and trusts using our smart artificial intelligence powered categorisation and data capture.” added Lesh.

“Simple Invest 360 is built on the Simple Fund 360 general ledger and CGT engine” noted Lesh. “The team has done a superb job of leveraging the power of Simple Fund 360 with corporate actions and trust distribution automation features of Simple Invest 360 and the power of BGL’s double entry general ledger to make data processing smart, simple and flexible”,

If you would like to participate in the Simple Invest 360 open BETA later in 2020, complete the expression of interest form.

CAS 360 Company Changes

By New Zealand, NZ BGL Update, NZ CAS 360No Comments

In last week’s blog, we showed you how CAS 360 would transform the way you process Annual Returns.

Today, we will show you how simple it is to complete Company Changes from within CAS 360.

Simple change process

CAS 360 is home to all your company data, and CAS 360 integrates with the Companies Office website, allowing you to make changes very quickly to your client company data.

Transactions such as a change of officer, when using CAS 360, are completed in seconds, not minutes.

Detailed Supporting Documents

CAS 360 will prepare all the documents required for each transaction; this includes maintaining all your company registers, minutes, resolutions, certificates and consents.

You will no longer be manually finding – and updating – documents in MS Word. With CAS 360, we do this for you.

Digital Signing Integration

CAS 360 has built-in integrations with Adobe Sign and DocuSign, allowing your clients to sign the documents you send them; wherever they are and notify you in real-time when complete.

Best of all, the Companies Office has approved our digital signing integrations.

Direct Filing with Companies Office

With CAS 360, company changes can be filed directly from our software, giving you Instant filing at the click of a button.

Say goodbye to the Companies Office website.

To see CAS 360 in action, watch our pre-recorded product demonstration:

Watch CAS 360 Demo!

CAS 360 Annual Returns

By New Zealand, NZ BGL Update, NZ CAS 360No Comments

In today’s blog, we are going to show you how CAS 360 will transform the way you are processing your Annual Returns.

CAS 360 can complete your Annual Return processing in 30 seconds per company. For a firm that has 200-300 company returns to do per year, this is going to be an enormous saving. Speaking of savings, CAS 360 can also save you $3 on the filing fee per company.

Automated Annual Return Alerts

CAS 360 removes the need to keep a spreadsheet, manual calendar or even check the Companies Office website as you will be alerted about important information for all your company Annual Returns, including when the return due date has passed.

Automated comparison with Companies Office

CAS 360 automatically compares the data you have for the company and compares it with the Companies Office to ensure there is accuracy, BEFORE sending the documents to your client.

Prepare the document pack for your client

Prepare all the documents you need for the Annual Return; you can even upload your firm’s templates and include your firm’s invoice.

Then email or PDF export the documents to deliver to them to your clients. CAS 360 also allows for integrations with DocuSign and Adobe Sign, giving you a completely automated end-to-end solution (including a real-time notification when the document is signed).

Annual Return filing

Once your client has signed the Annual Return, you can then click on ‘Lodge’ and file the Annual Return with the Companies Office from within CAS 360. And you also get a $3 discount on the filing fee because you filed in CAS 360.

To see CAS 360 in action, watch our pre-recorded product demonstration:

Watch CAS 360 Demo!

CAS 360 is officially ready to launch in New Zealand

By New Zealand, NZ BGL Update, NZ CAS 360No Comments

We have some exciting news… CAS 360 is officially ready to launch in New Zealand!

Since our first appearance at Xero Roadshow in 2019, we have been working with our amazing early adopters to build CAS 360 and focus on our New Zealand market.

BGL are ready to hit the ground running with our operations opening at Rewired by Xero in Parnel and Jason Armishaw has come onboard as New Zealand’s dedicated Business Development Manager.

In the lead up to our launch, we would love to share with you how CAS 360 can transform your firm’s company and trust compliance! Showcasing some powerful features that will power the way you manage companies and filing with the Companies Office, trust management and solving your CDD/AML requirements.

To see CAS 360 in action, watch our pre-recorded product demonstration:

Watch CAS 360 Demo!