BGL Corporate Solutions (BGL) has announced its integration with Compare n Save, in a move that will help advisers compare hundreds of loans and quickly and easily assess potential savings for their clients and engage BGL’s fulfilment services.
Published by Australian Fintech on 29 May 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, has been recognised as Victorian State Winner of the 2023 Australian Achiever Award with a sensational score of 98.80% for customer satisfaction.
The award included special recognition of Ron Lesh, Daniel Tramontana, Adriana Cavallo, Damien Gunatillake, Luca Ranellone and Peter Di Stefano for their remarkable customer service.
“This is a fantastic achievement and recognition of the BGL Team. I am incredibly proud!” said Ron Lesh, BGL’s Managing Director. “This is the 18th Australian Achiever Award won by BGL and proves again and again our commitment to providing remarkable experiences and sensational customer service to our clients.”
Australian Achiever Awards are an independent award system based on assessments from the business customers. The award system focuses on eight criteria: Time-related Service, Addressing Client Needs, Care and Attention, Value, Attitude, Communication, Overall Perception and Referral. The judging process for 2023’s Australian Achiever Awards for Australia’s Information & Communications Technology Services category was completed on 5 May 2023.
“I am very proud that BGL achieved an impressive customer satisfaction score of 98.80% as well as being named the Victorian State Winner” added Lesh. “As a business, our goal is to provide exceptional service that distinguishes us from others and excites our clients and to be acknowledged for our efforts, most importantly by our clients, is truly wonderful.”
“Congratulations must go to the entire BGL Team on this well-deserved recognition and it was great to see Daniel, Adriana, Damien, Luca, and Peter mentioned in the award presentation. A huge thanks also to all our clients and partners for your continued support. We would not win these awards without all of you!” added Lesh.
The recognition was accompanied by glowing testimonials from our clients, exemplifying BGL’s remarkable customer service.
“The BGL Corporate Solutions team are super friendly and helpful. There is nothing that is too much trouble for them. They are happy to answer any of my questions, even if the answers are obvious. The dealings I have with them feel more like a personal relationship rather than us being a customer. They are the best business that I deal with. I describe Ron, Daniel, Adriana & Damien as my fabulous four.”
“BGL Corporate Solutions are easy to deal with. They understand our needs and what we are looking for. Their program that we use is user-friendly. And they are always happy to help us.”
“They offer us day-to-day support. My business development manager handles my queries. I can call Peter directly; we have open lines of communication. He is efficient in following up and calls back straight away. They are constantly working on their software development and making sure we use the software to optimal effect. And they are always finding solutions for us.
When they come to Sydney, they touch base with us in person. I enjoy their automated customer service, as they reply within twenty-four hours.”
The award included special recognition of Ron Lesh, Daniel Tramontana, Adriana Cavallo, Damien Gunatillake, Luca Ranellone and Peter Di Stefano for their remarkable customer service.
“This is a fantastic achievement and recognition of the BGL Team. I am incredibly proud!” said Ron Lesh, BGL’s Managing Director. “This is the 18th Australian Achiever Award won by BGL and proves, again and again, our commitment to providing remarkable experiences and sensational customer service to our clients”.
Australian Achiever Awards are an independent award system based on assessments from the business customers. The award system focuses on eight criteria: Time-related Service, Addressing Client Needs, Care and Attention, Value, Attitude, Communication, Overall Perception and Referral. The judging process for 2023’s Australian Achiever Awards for Australia’s Information & Communications Technology Services category was completed on 5 May 2023.
“I am very proud that BGL achieved an impressive customer satisfaction score of 98.80% as well as being named the Victorian State Winner” added Lesh. “As a business, our goal is to provide exceptional service that distinguishes us from others and excites our clients and to be acknowledged for our efforts, most importantly by our clients, is truly wonderful”.
“Congratulations must go to the entire BGL Team on this well-deserved recognition and it was great to see Daniel, Adriana, Damien, Luca, and Peter mentioned in the award presentation. A huge thanks also to all our clients and partners for your continued support. We would not win these awards without all of you!” added Lesh.
The recognition was accompanied by glowing testimonials from our clients, exemplifying BGL’s remarkable customer service.
“The BGL Corporate Solutions team are super friendly and helpful. There is nothing that is too much trouble for them. They are happy to answer any of my questions, even if the answers are obvious. The dealings I have with them feel more like a personal relationship rather than us being a customer. They are the best business that I deal with. I describe Ron, Daniel, Adriana & Damien as my fabulous four.”
“BGL Corporate Solutions are easy to deal with. They understand our needs and what we are looking for. Their program that we use is user-friendly. And they are always happy to help us.”
“They offer us day-to-day support. My business development manager handles my queries. I can call Peter directly; we have open lines of communication. He is efficient in following up and calls back straight away. They are constantly working on their software development and making sure we use the software to optimal effect. And they are always finding solutions for us. When they come to Sydney, they touch base with us in person. I enjoy their automated customer service, as they reply within twenty-four hours.”
Published by XU Magazine on 22 May 2023
Click here to read on the XU Magazine website
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, is proud to announce the launch of its integration with loan comparison service provider, Compare n Save.
“We are excited to add Compare n Save to the BGL Ecosystem”, said Ron Lesh, BGL’s Managing Director. “This integration will provide BGL’s Simple Fund 360 and Simple Invest 360 clients with a hassle-free and simple loan comparison solution that will add value to their customer service offering.”
Compare n Save is a fintech platform with an ownership stake in TAG Finance and Loans, a traditional mortgage broking fulfilment business. “We are extremely proud of the BGL partnership. It is a glowing endorsement of our fintech and fulfilment capabilities and further strengthens our relationship with BGL”, said Sal Cinque, Director of Compare n Save and CEO of TAG Finance and Loans.
Brad Wilkinson, Head of Ecosystem at BGL, said: “The BGL and Compare n Save integration will help advisors, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders for home, investment and SMSFs. It will also help clients easily structure debt for property purchases and conduct regular loan reviews to lower interest costs for their clients. Loans are fulfilled via an experienced broker network with access to over 500 brokers nationally.”
BGL clients can access the Compare n Save app within their Simple Fund 360 and Simple Invest 360 Property Console screen or via the BGL Ecosystem.
BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.
Published by Australian Fintech on 22 May 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, have announced the launch of its integration with loan comparison service provider, Compare n Save.
“We are excited to add Compare n Save to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “This integration will provide BGL’s Simple Fund 360 and Simple Invest 360 clients with a hassle-free and simple loan comparison solution that will add value to their customer service offering.”
Compare n Save is a fintech platform with an ownership stake in TAG Finance and Loans, a traditional mortgage broking fulfilment business. “We are extremely proud of the BGL partnership. It is a glowing endorsement of our fintech and fulfilment capabilities and further strengthens our relationship with BGL,” said Sal Cinque, Director of Compare n Save and CEO of TAG Finance and Loans.
Brad Wilkinson, Head of Ecosystem at BGL, said, “The BGL and Compare n Save integration will help advisors, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders for home, investment and SMSFs. It will also help clients easily structure debt for property purchases and conduct regular loan reviews to lower interest costs for their clients. Loans are fulfilled via an experienced broker network with access to over 500 brokers nationally.”
BGL clients can access the Compare n Save app within their Simple Fund 360 and Simple Invest 360 Property Console screen or via the BGL Ecosystem.
BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.
“We are excited to add Compare n Save to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “This integration will provide BGL’s Simple Fund 360 and Simple Invest 360 clients with a hassle-free and simple loan comparison solution that will add value to their customer service offering.”
Compare n Save is a fintech platform with an ownership stake in TAG Finance and Loans, a traditional mortgage broking fulfilment business. “We are extremely proud of the BGL partnership. It is a glowing endorsement of our fintech and fulfilment capabilities and further strengthens our relationship with BGL”, said Sal Cinque, Director of Compare n Save and CEO of TAG Finance and Loans.
Brad Wilkinson, Head of Ecosystem at BGL, said: “The BGL and Compare n Save integration will help advisors, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders for home, investment and SMSFs. It will also help clients easily structure debt for property purchases and conduct regular loan reviews to lower interest costs for their clients. Loans are fulfilled via an experienced broker network with access to over 500 brokers nationally.”
BGL clients can access the Compare n Save app within their Simple Fund 360 and Simple Invest 360 Property Console screen or via the BGL Ecosystem.
BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.
Written by Keeli Cambourne
Published by SMSF Adviser on 19 May 2023
Click here to read on the SMSF Adviser website
In the latest SMSF Adviser podcast, Aaron Dunn, CEO of Smarter SMSF, said the current proposals from the Government go against the reason the reforms were put in place in the first place.
“We’ve heard some views from the SMSF Association that suggested that this idea of an experience-only pathway kind of goes against why those reforms were put in place in the first place in terms of increasing professional standards and education for advisors,” he said.
“I guess from the SMSF point of view, it has been, for a long time, trying to acknowledge the fact that when you think about those that can advise in the SMSF space, there’s a level of specialisation that occurs.
“And then we’re seeing the FAAA advocating for a long-time for the recognition of experienced advisors, and the fact we’ve seen a huge attrition in the industry.”
Mr Dunn said he understands the Government is trying to find a balance but, in terms of what the SMSF Association said in its submission, it also needs to ensure, that it recognises there are pockets of the industry that have a level of specialisation.
“It’s the old analogy where you’ve got general practitioners, and then you have surgeons,” he said.
“It’s about finding the right level of experience, and then finding the right levels of specialties into those areas, because you don’t want a general practitioner advising on speciality surgical techniques.
“SMSFs are unique and have their own complexities so you want to ensure that you’re engaging with those that are suitably qualified to be able to provide that advice.
“It is a juggling act that the government is trying to balance here and I certainly don’t envy them, because you’re they’re going to have competing demands on both sides of the equation.”
Meanwhile, in a recent webinar, DBA Lawyers senior Associate Shaun Backhaus commented that while the QAR report didn’t address any matters specific to the SMSF sector, it did consider changes to the advice that could be provided by (APRA)-regulated funds.
“The report suggested the trustees of APRA-regulated funds be allowed to provide personal advice to members and charge them for it,” he said.
“However, the proposal is that the trustees of large super funds would be able to provide personal advice to members taking into account their wider circumstances, including the spouse’s circumstances and presumably what spouses are owning, and so on.
“As such, is it going to be possible to put a balance into one of these large funds and then get advice that takes into account your SMSF benefits as well?
“The SMSF is part of your wider personal advice needs and the fund would not be able to give proper personal advice without taking into account someone’s SMSF as well.”
We are excited to announce the latest CAS 360 update!
Learn what’s new at our New Features Webinar on Tuesday 23 May 2023, at 11:30 AEST. REGISTER NOW!
Change of Beneficial Ownership: We have included a new Share Transfer form for Change of Beneficial Ownership transactions in the document pack. This form will provide a record of the outgoing and incoming beneficial owners, making the process more organised and transparent. Learn more
Seal Register Report: We have added a new feature to the Seal Register Report which allows users to exclude addresses and imprints, providing more control over the information that appears on the register. Additionally, a date range filter was added to the Seal Register, which allows users to display the Seal Register Entries within a specific period. Learn more
Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the BGL Community. Links to previous update release notes are below:
Stay tuned for future releases!
Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We are excited to announce another amazing Simple Fund 360 and Simple Invest 360 update – Tax Time 2023 features are now available!
Written by David Smith
Published by Smithink on 5 May 2023
Click here to read on the Smithink website
You’d have to be a hermit without an internet connection to have missed all the noise being made about ChatGPT and other AI bots. In some people’s minds, they are harbingers of the end of the world.
They are certainly interesting. It is that interest that has seen the fastest take-up of a technology in history although, I suspect, being free and interesting has something to do with that. It seems to me there are lots of people playing with it to determine the impact on how they may operate in the future.
In some people’s minds, they could signal the end of search engines. Having consumed 30% of the internet means they can interpret the web in a far more intelligent fashion and interact with the user to enhance the information delivered.
So at a simple level, you can interact with it, ask questions, and get it to do something. In a more sophisticated fashion, you can feed it some data and get it to analyse it.
Some accountants have gotten excited about its ability to code transactions or analyse financial results. However, we already have some pretty sophisticated tools to do these things and from what I have seen the analysis that the current version of the AI bots come up with are pretty basic. However, it will only improve as more and more sophisticated models with bigger datasets are rolled out.
It might be in advisory where it will initially deliver some advantages. Posing questions about a particular issue (such as a tax issue) could be interesting. In a way, it provides another set of eyes looking at a problem. At no cost, you might find some ideas that may enable you to improve the advice that you would give a client.
Would I rely upon it? No. You need to treat what is served up to you the same as you would treat research delivered to you by a junior staff member. It may contain some helpful elements but it is likely to contain errors.
We are already seeing the IT providers starting to add AI functionality to their applications. This is perhaps where we will see some substantial efficiency gains delivered. Automating responses to client queries might be one example. Automating basic tasks inside the firm is another.
Another area of some substantial gains might be in auditing – looking for anomalies in transactions for example or perhaps assessing risk.
At the simplest level, it may help with the written word. Writing blogs for example. Below is a blog that ChatGPT wrote for me from the question “Sophisticated ideas to run an accounting firm”. It’s interesting but the ideas aren’t that sophisticated in my opinion, but they’re also not dumb.
Everyone should at least fire it up and have a play. Try different things. There will be uses found that no one has even thought of yet.
Think of it as your personal cyborg who can help enhance your performance. I am firmly of the view that this technology will not replace accountants but it will definitely enhance them.
CHATGPT’s sophisticated ideas to run an accounting firm (unedited)
Running an accounting firm requires more than just crunching numbers and filing taxes. To truly stand out in a crowded marketplace, you need to have sophisticated ideas and strategies that set you apart from the competition. Here are some sophisticated ideas to run an accounting firm:
In conclusion, running an accounting firm requires more than just technical expertise – it requires a strategic approach to business. By emphasising value over price, leveraging technology, offering specialised services, developing a strong brand, focusing on client relationships, and investing in your team, you can create a successful and sustainable accounting firm that stands out in a crowded marketplace.
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