BGL is proud to announce the promotion of Daniel Tramontana to Chief Executive Officer (CEO). Ron Lesh will continue in his role as Managing Director.
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.