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Monthly Archives

June 2022

Simple Invest 360’s 1st Anniversary

By News, Simple Invest 360No Comments

On the 15th of June 2021 Simple Invest 360 was officially born into this world, a new member of the BGL family.

To say I was excited would be an understatement. Up until that point we had already spent 18 months writing specs, coding, testing, and working closely with our early beta Clients to ensure that what would be ultimately released on that day would be more than just ‘minimally viable’ and actually more like ‘acceptably on the right track’.

First of all, I would like to thank our clients who have shown not only keen interest but also provided valuable feedback in driving the development of Simple Invest 360 over the last 12 months. The words of support that we receive help to motivate the team and know that we are making a difference for our clients.

I would also like to acknowledge the entire Simple Fund 360 team, as I constantly remind myself that we are ‘standing on the shoulders of giants’ in being able to release a product with so many features so quickly. We have been able to leverage off the work/mistakes/learnings that the Simple Fund 360 team have already been through during their own journey.

And finally the team of superstars that I work with on a day-to-day basis: Yang, Mario, Nathan and Perera. Their willingness to put egos aside and work for the best outcome for our clients means that we have moved fast, and avoided breaking things (for the most part).

If you want to learn more about why our clients love using Simple Invest 360 for managing their investment Trusts, Companies and Individual Portfolios, please take the time to check out these case studies:

It is impossible not to save time using Simple Invest 360

How Simple Invest 360 was a ‘game changer’ for Lantana Private Wealth

And if you have FOMO and wish you could just get started right away, please feel free to reach out to find out what all the hype is about.

Book a Zoom meeting >>>

Thanks for all your support!

Andrew Paszko, Simple Invest 360 Product Manager

BGL appoints Chin Tea as Simple Fund 360 Connected Services Manager

By BGL Update, Culture, Meet the BGLersNo Comments

BGL is proud to announce the appointment of Chin Tea as its new Simple Fund 360 Connected Services Team Manager.

“It has been a pleasure to watch Chin develop and thrive both personally and professionally during her time at BGL” said Ron Lesh, BGL’s Managing Director. “Chin has been a valued and talented member of the BGL Team for 9 years and we could not be prouder to see her lead BGL’s Connected Services Team into the future.”

A qualified CPA, Chin joined the BGL Team as a Support Consultant and Product Trainer, travelling across Australia and overseas to Singapore and Hong Kong to conduct training for BGL clients. With a wealth of knowledge on BGL’s products, a passion for leadership and Agile project management, Chin has also held positions in the Data Services Team as Business Analyst/Tester and the Connected Services Team as Business Analyst, contributing significantly to BGL throughout her career.

As the Simple Fund 360 Connected Services Team Manager, Chin’s new role is to grow BGL’s expansive data feed integration list, while ensuring the continuance of data accuracy and integrity. Her role maintains and promotes existing relationships with partners, while also establishing new relationships with partners to further benefit BGL clients.

“As I step into my new role, I want to thank Ron, Daniel, Jeevan and Brad for giving me this opportunity. I have big shoes to fill, however, I am very excited and look forward to delivering great solutions to our clients,” said Chin Tea. “Teamwork makes the dream work and I have an amazing team behind me.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.

BGL hits over 7,100 followers on LinkedIn!

By BGL Update, HomepageNo Comments

We are excited to share that we recently hit the milestone of 7,100+ followers on LinkedIn! 🥳

Heartfelt thanks to everyone who follows us, likes our posts and shares our content. We really appreciate your love and support and enjoy engaging with you.

The increasing number of ‘Likes’ and comments encourages us to continue to share all things BGL, products and team, and how we help accountants, financial and compliance professionals to save time with our award-winning SMSF, investment portfolio & company compliance management solutions. ❤️

Still not a follower? We’d love it if you joined our LinkedIn family! 🥰

Not sure if you really want to follow BGL on social media? Here are a few reasons why you should follow us! 

  • Stay up-to-date with our latest features, product updates and news
  • Be the first to find out more details about events, conferences and webinars we’re hosting or participating
  • Learn about career opportunities and join our BGL Family – We’re a Great Place to Work certified!
  • And much more! 😉

Always ready to connect

LinkedIn is not the only place where you can find us. We’re also actively engaged with our community on Facebook, Twitter, and Instagram! Plus, subscribe to our Youtube channel to access webinars recordings & more!

We hope you join us on any and every one of our social media platforms soon and many thanks again for helping us to become a family of 7,100+ on LinkedIn!

Get involved in our CAS 360 Education Week!

By CAS 360No Comments

Get involved in our CAS 360 Education Week | 6 - 10 June 2022

Did you know, some CAS 360 clients use just 10% of its features? 😲

Our team is always releasing new features to help improve your productivity and it’s our MISSION to ensure you are getting the absolute best out of CAS 360!

Introducing our very first CAS 360 Education Week!
A full week dedicated to developing your CAS 360 knowledge with free webinars, how-to videos, discussion groups, tips, tricks and more!

Learn more and register

Kicking off on Monday 6 June, we will be running a series of 30-minute webinars highlighting the key features in CAS 360 you NEED to know about.

Plus, we will be sharing a new video every day on the BGL Community, to spark conversation between users and BGL Team members where we can swap tips and tricks and share experiences – you won’t want to miss out!

Missed any of the webinars?
Keep an eye on BGL’s YouTube Channel for the recordings!

BGL adds Trust Tax Return electronic lodgment to Simple Invest 360

By BGL Update, Simple Invest 360No Comments

BGL Corporate Solutions is proud to announce the release of the Trust Tax Return electronic lodgment in its investment portfolio software solution, Simple Invest 360.

“It’s nice when you are first to market with highly requested features” said Ron Lesh, BGL’s Managing Director. “While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the Trust Return, and I am incredibly proud of them.”

“The Trust Tax Return functionality was released in two parts with the paper trust tax return and associated schedules released in February 2022” added Lesh. “This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360 today”.

Launched in June 2021, Simple Invest 360 is an end-to-end investment portfolio management solution for accountants and financial professionals. It automates the tedious tasks of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies or individuals. Simple Invest 360 integrates with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry leading paper to data solution.

“Many believe that Simple Invest 360 only keeps track of the investment” noted Lesh. “They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy. It’s the whole package and eliminates the need for cross platform management and reduces the risk of data discrepancies.”

For a live demonstration of Simple Invest 360, join our discovery webinar with Simple Invest 360 Product Manager, Andrew Paszko.
Click here to register

For more information, please visit www.bglcorp.com/simple-invest-360