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BGL appoints Chin Tea as Simple Fund 360 Connected Services Manager

By BGL Update, Culture, Meet the BGLersOne Comment

BGL is proud to announce the appointment of Chin Tea as its new Simple Fund 360 Connected Services Team Manager.

“It has been a pleasure to watch Chin develop and thrive both personally and professionally during her time at BGL” said Ron Lesh, BGL’s Managing Director. “Chin has been a valued and talented member of the BGL Team for 9 years and we could not be prouder to see her lead BGL’s Connected Services Team into the future.”

A qualified CPA, Chin joined the BGL Team as a Support Consultant and Product Trainer, travelling across Australia and overseas to Singapore and Hong Kong to conduct training for BGL clients. With a wealth of knowledge on BGL’s products, a passion for leadership and Agile project management, Chin has also held positions in the Data Services Team as Business Analyst/Tester and the Connected Services Team as Business Analyst, contributing significantly to BGL throughout her career.

As the Simple Fund 360 Connected Services Team Manager, Chin’s new role is to grow BGL’s expansive data feed integration list, while ensuring the continuance of data accuracy and integrity. Her role maintains and promotes existing relationships with partners, while also establishing new relationships with partners to further benefit BGL clients.

“As I step into my new role, I want to thank Ron, Daniel, Jeevan and Brad for giving me this opportunity. I have big shoes to fill, however, I am very excited and look forward to delivering great solutions to our clients,” said Chin Tea. “Teamwork makes the dream work and I have an amazing team behind me.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.

BGL hits over 7,100 followers on LinkedIn!

By BGL Update, HomepageNo Comments

We are excited to share that we recently hit the milestone of 7,100+ followers on LinkedIn! 🥳

Heartfelt thanks to everyone who follows us, likes our posts and shares our content. We really appreciate your love and support and enjoy engaging with you.

The increasing number of ‘Likes’ and comments encourages us to continue to share all things BGL, products and team, and how we help accountants, financial and compliance professionals to save time with our award-winning SMSF, investment portfolio & company compliance management solutions. ❤️

Still not a follower? We’d love it if you joined our LinkedIn family! 🥰

Not sure if you really want to follow BGL on social media? Here are a few reasons why you should follow us! 

  • Stay up-to-date with our latest features, product updates and news
  • Be the first to find out more details about events, conferences and webinars we’re hosting or participating
  • Learn about career opportunities and join our BGL Family – We’re a Great Place to Work certified!
  • And much more! 😉

Always ready to connect

LinkedIn is not the only place where you can find us. We’re also actively engaged with our community on Facebook, Twitter, and Instagram! Plus, subscribe to our Youtube channel to access webinars recordings & more!

We hope you join us on any and every one of our social media platforms soon and many thanks again for helping us to become a family of 7,100+ on LinkedIn!

BGL adds trust tax electronic lodgement to Simple Invest 360

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily
on 03 June 2022
Click here to read on Accountants Daily website

Company claims a first for the feature, which complements a component released early this year.

BGL Corporate Solutions has added electronic lodgement to the trust tax return feature in its Simple Invest 360 package.

The managing director of BGL, Ron Lesh, said the company was first to market with the facility, which was developed in response to demand.

“It’s nice when you are first to market with highly requested features,” he said.

“While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the trust return, and I am incredibly proud of them.”

The release complements trust tax return functions added in February that relied on a paper return and associated schedules.

“This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 trust tax return from within Simple Invest 360 today,” said Mr Lesh.

BGL describes Simple Invest 360 as an end-to-end investment portfolio management system for accountants and financial professionals. Launched in June 2021, it can automate tasks such as CGT record-keeping and financial reporting, whatever the tax structure.

Mr Lesh said many people underestimated the capability of Simple Invest 360 and thought it just kept track of investments.

“They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy,” said Mr Lesh.

The added trust return function comes after integration between AVA Systems and the BGL Ecosystem.

This provided AVA’s grouped reporting ability through BGL systems, which allowed accountants to advise their clients on how they were doing in an efficient manner, with superannuation, investments and businesses all tied into one.

The relationship with AVA Systems also allowed clients of the BGL Ecosystem to consolidate Xero ledgers.

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 8,500 businesses in 15 countries.