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December 2022

BGL promotes Daniel Tramontana to CEO

By Accountants Daily, In the Media, NewsNo Comments

Written by Miranda Brownlee
Published by Accountants Daily on 23 December 2022
Click here to read on Accountants Daily website

Software firm BGL Corporate Solutions has promoted its chief operating officer to the role of chief executive, effective 1 January 2023.

BGL has announced that Daniel Tramontana will be promoted to chief executive officer from next year, with Ron Lesh to continue in his role as managing director.

Mr Lesh said he was incredibly proud and excited to see Mr Tramontana step into the chief executive role.

“This is a momentous moment for BGL, the team, our clients and our community,” said Mr Lesh.

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible. Starting in software support to helping BGL grow from 10 to over 200 people, Daniel has had his hand in every pie. BGL would not be where it is today without him.”

Mr Tramontana first joined BGL in 1997 as a member of its support team.

With a Bachelor of Computer Science & Accounting, BGL said that Mr Tramontana has added a new area of competency to BGL’s support and training teams.

Through his time at BGL, he obtained a Master’s in Business Administration and a Six Sigma Black Belt while performing in roles including general manager and, most recently, chief operating officer, the software company said.

After almost 26 years at BGL, Mr Tramontana said it was an honour to have been promoted as chief executive.

“Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us,” he said.

“Our market-leading solutions will continue to evolve from strength to strength as we grow our presence in Australia and overseas. But clients stay at BGL because of our people, community and culture.

“My desire is for clients, prospects and the community to engage with us because of who we are, what we stand for, and the memorable moments we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.”

December 23, 2022
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BGL promotes Daniel Tramontana to CEO

By In the Media, Industry, SMSF AdviserNo Comments

Written by Miranda Brownlee
Published by SMSF Adviser on 21 December 2022
Click here to read on the SMSF Adviser website

BGL promotes Daniel Tramontana to CEO

Software firm BGL Corporate Solutions has promoted its chief operating officer to the role of chief executive, effective 1 January 2023.

BGL has announced that Daniel Tramontana will be promoted to chief executive officer from next year, with Ron Lesh to continue in his role as managing director.

Mr Lesh said he was incredibly proud and excited to see Mr Tramontana step into the chief executive role.

“This is a momentous moment for BGL, the team, our clients and our community,” said Mr Lesh.

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible. Starting in software support to helping BGL grow from 10 to over 200 people, Daniel has had his hand in every pie. BGL would not be where it is today without him.”

Mr Tramontana first joined BGL in 1997 as a member of its support team.

With a Bachelor of Computer Science & Accounting, BGL said that Mr Tramontana has added a new area of competency to BGL’s support and training teams.

Through his time at BGL, he obtained a Master’s in Business Administration and a Six Sigma Black Belt while performing in roles including general manager and, most recently, chief operating officer, the software company said.

After almost 26 years at BGL, Mr Tramontana said it was an honour to have been promoted as chief executive.

“Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us,” he said.

“Our market-leading solutions will continue to evolve from strength to strength as we grow our presence in Australia and overseas. But clients stay at BGL because of our people, community and culture.

“My desire is for clients, prospects and the community to engage with us because of who we are, what we stand for, and the memorable moments we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.”

December 21, 2022
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BGL Corporate Solutions promotes Daniel Tramontana as CEO

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 21 December 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions promotes Daniel Tramontana as CEO

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, have announced the promotion of Daniel Tramontana to Chief Executive Officer (CEO). Ron Lesh will continue in his role as Managing Director.

“This is a momentous moment for BGL, the team, our clients and our community,” said Ron Lesh, BGL’s Managing Director. “I am incredibly proud and excited to see Daniel step into the CEO role on 1 January 2023.”

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible,” continued Lesh. “Starting in software support to helping BGL grow from 10 to over 200 people, Daniel has had his hand in every pie. BGL would not be where it is today without him.”

“I am privileged to have worked with someone of his calibre for such a long time. I have no doubt Daniel is the person to lead BGL into the future,” said Lesh.

Daniel Tramontana joined BGL in 1997 as a member of the Support Team. With a Bachelor of Computer Science & Accounting, Daniel added a new area of competency to BGL’s Support and Training Teams. Through his time at BGL, Daniel obtained a Master’s in Business Administration and a Six Sigma Black Belt while performing in roles including General Manager and, most recently, Chief Operating Officer (COO).

“After almost 26 years at BGL, I have been promoted to CEO of BGL Corporate Solutions,” said Daniel Tramontana. “This is truly an honour and a highlight of my life.”

“Software is at the core of what we do,” continued Daniel. “It’s the reason thousands of firms choose to transact with us. Our market-leading solutions will continue to evolve from strength to strength as we grow our presence in Australia and overseas. But clients stay at BGL because of our people, community and culture. My desire is for clients, prospects and the community to engage with us because of who we are, what we stand for, and the memorable moments we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.”

December 21, 2022
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BGL adds company tax return to 360 suite

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 15 December 2022
Click here to read on Accountants Daily website

The feature will allow clients to electronically prepare and lodge the return, the firm says.

BGL Corporate Solutions has added electronic lodgment of company tax returns to its Simple Invest 360 software.

BGL managing director Ron Lesh said it was an industry-first and the feature supported the 2022 annual tax return and associated schedules, which were populated automatically by Simple Invest 360’s CGT engine.

“With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 company tax return in Simple Invest 360, streamlining their compliance workflow,” he said.

The update also provided automatically generated reports such as a declaration of dividends, dividends paid minute report, a director’s report, and a dividend statement. BGL said clients previously had to manually create these supporting documents in Microsoft Excel or Word.

Simple Invest 360 product manager Andrew Paszko said: “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgement of the company tax return all in one user-friendly software.”

The Simple Invest 360 product aimed to provide an end-to-end investment portfolio management system for companies, individuals and trusts, BGL said, with this release adding to its capability.

The software also integrates with BGL’s CAS 360 and Simple Fund 360 systems.

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF, and portfolio administration software to over 8,000 businesses in 15 countries, with clients ranging from major accounting and law firms to financial planners and individual SMSF trustees.

December 15, 2022
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BGL adds the Company Tax Return to Simple Invest 360

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 13 December 2022
Click here to read on the XU Magazine website

BGL adds the Company Tax Return to Simple Invest 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the release of the electronic lodgment of the Company Tax Return in its investment portfolio software solution, Simple Invest 360.

“This is a fantastic achievement and another industry first for the Simple Invest 360 product team, and I am incredibly proud of them,” said Ron Lesh, BGL’s Managing Director.

“With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow.”

This latest release supports the 2022 Company Annual Tax Return and associated schedules. These are populated automatically by Simple Invest 360’s CGT engine. The release also includes automatically generated reports such as a Declaration of Dividends, a Dividends Paid Minute, a Directors’ Report and a Dividend Statement.

Previously, clients would have had to manually create all the supporting documentation in MS Word or Excel. Andrew Paszko, Simple Invest 360 Product Manager at BGL, said: “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgment of the Company Tax Return all in one user-friendly software.”

Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and trusts. It keeps track of investments, distributes profit, provides a complete set of financial reports and prepares trust and company tax returns with electronic lodgment to the ATO. Simple Invest 360 integrates with BGL’s CAS 360 and Simple Fund 360 solutions. It also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry-leading paper-to-data solution.

Want to see Simple Invest 360 in action? Click here to watch a demo.

December 13, 2022
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Simple Invest 360 Company Tax Return available now!

By BGL Update, Simple Invest 360No Comments

It is with great excitement that we can announce that Simple Invest 360 has just released a highly requested feature: electronic lodgment of the Company Tax return!

This new feature makes it even easier for BGL clients to prepare and lodge tax returns, and represents the latest step in our ongoing efforts to provide a comprehensive, end-to-end wealth portfolio solution.

With Trust Tax Return lodgment released earlier this year, this makes Simple Invest 360 the only accounting software on the market that has:

  • Automated data feeds for banks, brokers, wraps & security pricing
  • Automated Corporate Actions
  • Fully integrated Beneficiary / Shareholder register
  • Profit distribution for Trusts / Dividend Payment for Companies
  • Full set of financials
  • Electronic lodgment of return for both Trusts & Companies

I would like to take this opportunity to thank the Simple Invest 360 team for their hard work and dedication in developing this new feature. Their dedication and continued innovation has been inspirational and I feel extremely lucky to work with such a fantastic team.

We are confident that this new feature will be a valuable addition for BGL Clients, and we look forward to continued success in the future as there are even more exciting developments to come in 2023.

If you are interested in learning about the efficiencies and time-saving capabilities of Simple Invest 360, please reach out and I’d be happy to run through a demo with you.

Learn more about the Company Tax Return in Simple Invest 360

Want to see Simple Invest 360 in action? Click here to watch a demo.

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

December 13, 2022
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