Skip to main content
Monthly Archives

December 2022

From COO to CEO on 01/01/2023 by Daniel Tramontana

By BGL Update, CultureNo Comments

From O to E 01/01/2023. That was the printed note in the envelope Ron Lesh, BGL Founder and Managing Director, handed me on 16 November 2022 at 6.07 pm. It took me a few moments, but the message was clear – from COO to CEO on 01/01/2023.

After almost 26 years at BGL, I have been passed the baton to be CEO. This is truly an honour and a highlight of my life.

This moment brought up many, many mixed emotions. While I was so excited, at that very moment, I realised I was being trusted to step into the shoes of one of the most remarkable, respected, longstanding and proven leaders, Ron Lesh. This trust bestowed on me to lead one of Australia’s greatest software companies is something that I will not take for granted. With 26 years of training, I have served the ultimate apprenticeship.

I see this moment as a celebration of the wonderful people I get to lead, work with, interact and participate in life with. It’s been a long journey, but one that I have no regrets about. The journey has been a powerful collection of moments, seasons and opportunities that have positioned me to be who I am today. From the highest of highs to the lowest of lows, these experiences have allowed me to lead with competitiveness, understanding, compassion and humility.

Software is at the core of what we do. 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. Centred in all that we do will be 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 exceptional experience we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.

There are many people I would like to acknowledge. Firstly, my wife, Danni. Stable. True. Encouraging and believing in every sense. My BFF. To those who have been a huge part of my journey at BGL – Jeevan Tokhi, Adriana Cavallo, Warren Renden, James Luo, Ashley Avileli, Adrian Muscan, Anthony Costa and Anthony Fernandez – you inspire me to be a better person every day. I am so proud of each and every one of you, and I desire nothing more than for you to step into all that your careers and life have to offer you. Quite simply, I couldn’t do it without you.

To my great friends in the accounting industry, thank you. While there are countless, I want to acknowledge a few. Sam Rotberg, Lielette Calleja, Aly Garrett, Andrew Van De Beek, Rebecca Mihalic, Taryn Holman, Mark Said, Romeo Velardo, Peter Locandro, David Boyar, David New, Trent McLaren, Alan Spicer, Steph Hinds, Mark Pizzacalla, Amy Brandmeier, Lauren Wood, Natalie Lennon, Aaron Dunn, Ethan Cooney, Bryan Williams, Michael Risoli, Mike McHenry, Michelle Griffiths, Nick Sinclair, David Goldsmith, Patrick Frigo, Mark Donato, and John Spinella. Your support, example and willingness to invest in my journey are something I do not take for granted. Your wisdom and ability to help me understand and develop greater insight and foresight have been invaluable. To the countless clients, Ecosystem, members, prospects and friends, you are amazing.

Finally, a few words on Ron Lesh. First and foremost, as my CEO for the past 26 years. Your business acumen, entrepreneurship and leadership are simply the best. Most people only get to experience such leadership in books. I have had the privilege of being able to experience this excellence on a daily basis. You have passed on a baton of greatness. One that I will keep at the core of who I am and how I lead the amazing BGL you have built for over 32 years. As a friend, you have been true in every sense. A reliable confidant that has been the most incredible supporter.

As I venture into this next chapter of my life, you have my word that I will do what is best for the business, the people and the incredible client base you have established over 5 decades.

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.

Holiday season office closure

By BGL UpdateNo Comments

BGL Melbourne office hours are changing…

Early closure this Friday

The BGL Melbourne office will close at 12:00 AEDT on Friday, 16 December 2022 for a BGL team event celebrating the end of 2022! No live software support services will be available at this time.

Holiday season

BGL will be closed from Monday 26 December 2022 to Friday 6 January 2022 (inclusive). No live software support services will be available during this time.

For BGL cloud software clients, you can find help in the Resources Hub. For BGL Desktop software clients, the BGL Client Centre and BGL Wiki will be available for you as usual.

Thank you!

We also want to thank all of you, our clients, for your loyalty and support this year. We truly appreciate the contribution every one of you has made to the success of BGL in 2022.

We wish you all a safe and happy festive season and a prosperous 2023!