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May 2024

BGL National Winner of the 2024 Australian Achiever Awards

By BGL Update, CultureNo Comments

BGL is the National Winner of the 2024 Australian Achiever Awards for remarkable services in Information and Communications Technology Services

“This is an incredible achievement and acknowledgement of the BGL team,” said BGL’s Chief Executive Officer, Daniel Tramontana. “This marks BGL’s 20th Australian Achiever Award and I am incredibly proud of our team. It is a testament to our unwavering commitment to delivering exceptional experiences and customer service to our clients”.

Australian Achiever Awards are an independent award system based on customer assessments. The award system focuses on eight criteria: Time-related Service, Addressing Client Needs, Care and Attention, Value, Attitude, Communication, Overall Perception and Referral. 

The award includes special recognition for Andrew Paszko, Simple Invest 360 Product Manager, Andrew Perera, Business Analyst and Daniel Tramontana, CEO for their excellent customer service.

“I am grateful to have been listed as one of the special recognitions, but this is truly a team effort”, added Tramontana. “Our achievement of winning the national title for 2024, along with our exceptional customer satisfaction score of 99.60%, underscores the dedication and hard work of the entire BGL team. This recognition is a testament to our commitment to delivering outstanding service and reflects the ongoing support of our valued clients and partners”.

Accompanied by glowing client testimonials, the award highlights BGL’s exceptional customer service.

“I am a long-term customer of BGL Corporate Solutions and I have taken up more of their services in the last two years,” a customer of BGL said. “They go above and beyond the normal levels of service I expect from an information technology business…The team have excellent communication skills and are enjoyable to deal with.”

Another customer said, “They are knowledgeable and a pleasure to deal with. Everyone is always helpful, polite and friendly. They are active and forward-looking and continually develop their software. The Regtech and Masterclass functions are excellent”.

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BGL launches CAS 360 in the United Kingdom

By In the Media, IndustryNo Comments

BGL Corporate Solutions has launched CAS 360, in the United Kingdom.

Commenting on this, BGL chief executive, Daniel Tramontana, said: “We are thrilled to bring CAS 360 to the UK market. It’s been 2 decades since BGL first entered the UK market with its pioneering Corporate Affairs System (CAS) desktop software. The launch of CAS 360 in BETA is a testament to our team’s dedication and hard work. CAS 360 is set to revolutionise how UK firms manage their compliance obligations and we couldn’t be prouder of this achievement.”

To coincide with the launch of CAS 360 in the UK, BGL has further announced the addition of Ashley Barker to its team. Based in the UK, Barker joins as the dedicated UK business development manager. With a focus on building strong relationships with prospective clients and partners, Barker will drive growth in BGL cloud products and deliver ‘remarkable experiences’ to BGL’s UK clients.

BGL general manager for CAS 360, ecosystem and UK, Warren Renden, further said: “The launch of CAS 360 in the UK is a significant milestone for BGL. Our software is designed to streamline compliance processes and we are confident it will be a game-changer for UK accountants and company administrators.”

“BGL launches CAS 360 in the United Kingdom” was originally created and published by International Accounting Bulletin, a GlobalData owned brand.

XU BGL National Winner of the 2024 Australian Achiever Awards

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine 08 May 2024
Click here to read on the XU Hub website

BGL celebrates repeated listing as one of Australia’s Best Technology Workplaces

The ranking comes just a few months after BGL announced its Great Place to Work® recertification for the 2023-2024 year.

“To be recognised again is a moment worth celebrating,” said BGL’s Chief Executive Officer, Daniel Tramontana. “It is a true testament to the hard work of our team. For us to be selected again speaks volumes about our passionate leaders throughout the business and the hard work of our People and Culture team to ensure our workplace culture is one where everyone feels supported and respected.”

Nadine Freitag, People and Culture Manager at BGL said: “We’re honoured to receive this recognition again. It reaffirms the impact of our People and Culture team, the leaders at BGL and the collective effort of every team member”.

Great Place To Work®, the leading global expert on workplace culture, unveiled the best-of-the-best organisations in the technology industry with a people-first, purpose-driven employee culture. These companies were shortlisted using a process involving thorough analytics and confidential employee input.

In recent years, BGL earned recognition on the 2023 Great Place To Work® Best Technology Workplaces in Australia List, Best Workplaces for Women List and the 2021 AFR BOSS Best Places to Work ranked as the 6th top technology workplace in Australia and New Zealand.

CAS 360 Product Update – 2 May 2024

By BGL Update, CAS 360No Comments

What's New?

BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, is now available in CAS 360! Now, each Firm in CAS 360 will have a unique email address (found in the Email Settings screen) to receive documents. Once received, documents are automatically attached to the relevant document packs. Learn More

Practice Management Integration
CAS 360 and APS Contacts+ integration is now live. This two-way integration provides efficient client and contact data management across CAS 360 and APS Practice Management in a single database. Learn More

Company Report
The Company Report now includes Dividends with a “Show Dividends” toggle option to display this data. Learn More

Comparison Report
A new “Please Review” status within the Comparison Report has been introduced. This status will prompt your attention whenever future-dated transactions are detected to ensure a thorough review and validation. Learn More

Your Feedback
We have introduced a new AskNicely survey for your feedback. This feature, among other feedback mechanisms, is closely monitored to facilitate the continuous improvement of CAS 360.

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

Simple Fund 360 and Simple Invest 360 Product Update – 2 May 2024

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Member – Contributions
The Contribution Dashboards and Reports have been updated to reflect the increase in the concessional and non-concessional contribution caps effective from 1 July 2024. Learn More

Member – Pensions
The minimum pension payment factors have been adjusted for the 2024-25 financial year in Dashboards and Reports. Learn More

Fund Pension Policies – Reports
The Actuary Certificate received on the Fund Pension Policies screen can now be selected on the Reports screen for inclusion in report packs. Learn More

Firm Management – User Roles
A new authority has been added under the ‘Investment’ section, allowing non-admin users to delete balance records in the Balance Review screen. Learn More

Practice Management Integration – APS Contacts+
The BGL Suite and APS Contacts+ integration is now live. This two-way integration allows for efficient client and contact data management across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and APS Practice Management) in a single database. Learn More

Smart Matching – Account View
The Account View for each sub-level account will now be collapsed by default, with the addition of one-click refresh and expand/collapse all buttons. Plus, debits and credits are now separated into distinct columns for a clearer view. Learn More

Corporate Actions
Two mergers have been added to Corporate Actions:

  • DVR – 6 March 2024
  • WSP – 6 March 2024

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn