“This is an industry first,” said Ron Lesh, BGL’s Managing Director. “No other investment platform in Australia automatically prepares income tax returns. This is a fantastic achievement by the BGL product teams and I am incredibly proud of them.”
“This is an industry first” said Ron Lesh, BGL’s Managing Director. “No other investment platform in Australia automatically prepares income tax returns. This is a fantastic achievement by the BGL product teams and I am incredibly proud of them”
The Trust Tax Return will be released in two parts to provide BGL Simple Invest 360 clients with the opportunity to provide feedback on the functionality of the initial features in Part 1 – the paper trust income tax return, while our team works hard to release Part 2 – Electronic lodgement.
“This release includes the 2021 Trust Income Tax Return populated from the Simple Invest 360 tax calculation engine, associated schedules including the CGT Schedule, Losses Schedule, Rental Schedule, Distribution Schedules and much more” added Lesh.
“Part 2 of the release will provide clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360. This will be the same functionality as is provided for the SMSF Annual Return in Simple Fund 360” noted Lesh.
Simple Invest 360 was launched in June 2021 to automate the tedious process of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies, partnerships or individuals. Simple Invest 360 is fully integrated with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, over 350 data feeds, registry integration and BGL SmartDocs – our industry leading paper to data solution.
“This is an industry first” said Ron Lesh, BGL’s Managing Director. “No other investment platform in Australia automatically prepares income tax returns. This is a fantastic achievement by the BGL product teams and I am incredibly proud of them”
BGL Corporate Solutions has announced the first major Simple Fund 360 and Simple Invest 360 updates for 2022.
“This will be one of the first BIG in-person accounting conferences in almost two years and we cannot wait to reconnect with our clients and partners face-to-face” said Ron Lesh, BGL’s Managing Director. “We feel there really is no substitute for human interaction and have missed coming together with our community. So, we’re excited to get back to enjoying the small, special moments that only live events can offer.”
“This will be one of the first BIG in-person accounting conferences in almost two years and we cannot wait to reconnect with our clients and partners face-to-face” said Ron Lesh, BGL’s Managing Director. “We feel there really is no substitute for human interaction and have missed coming together with our community. So, we’re excited to get back to enjoying the small, special moments that only live events can offer.”
BGL has invited industry experts David Boyar FCA – CEO of ChangeGPS, Aly Garrett FCA – Founder and Principal of All In Advisory and Rebecca Mihalic – Director of Business Depot as well as its own gurus to add their expertise to the program exploring the evolution of the accounting industry.
“This year we will explore the evolution – how we are turning big ideas into action; unveiling the challenges of the practice of the future and learning how to supercharge practices with digital transformation for better customer experiences. We also have a huge surprise in store for delegates” added Lesh.
Aly Garrett, Founder + Principal of All In Advisory and BGL REGTECH 2022 presenter, said: “I am super excited to be joining the BGL REGTECH roadshow. I will be working through how our businesses and clients have evolved over the past couple of years, looking at the implementation of technology, our role in the evolution and how we can circumnavigate it in a COVID-19 environment, with the focus on how we need to evolve in the future to not only survive but thrive.”
BGL REGTECH 2022 will be held in Sydney (1 March), Brisbane (2 March), Adelaide (9 March) and Melbourne (16 March), followed by virtual BGL MASTERCLASSES for our cloud software solutions CAS 360 (22 March), Simple Fund 360 (24 March) and Simple Invest 360 (31 March).
Registrations are now open! Learn more and register now at www.bglregtech.com.
“This will be one of the first BIG in-person accounting conferences in almost two years and we cannot wait to reconnect with our clients and partners face-to-face,” said Ron Lesh, BGL’s Managing Director. “We feel there really is no substitute for human interaction and have missed
coming together with our community. So, we’re excited to get back to enjoying the small, special moments that only live events can offer.”
We are excited to announce the first major Simple Fund 360 and Simple Invest 360 updates for 2022! You can learn what’s new at our New Features Webinar on Tuesday 8 February 2022 from 14:00 – 15:00 AEDT. Register Now >>>
The full release notes can be found on the BGL Community >>>
Part 1 of the Trust Tax Return is now available in Simple Invest 360!
We are thrilled to announce the release of the most highly requested feature for Simple Invest 360 – the Trust Tax Return!
The Trust Tax Return will be released in two parts to provide clients with the opportunity to provide feedback on the functionality of the initial features in Part 1 – the paper tax return, while our team works hard to release Part 2 – Electronic lodgement!
Today’s release includes:
Electronic lodgement coming soon!
Stay tuned for the release of Part 2, which will provide clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360!
SuperStream Improvements: A number of improvements have been made the help streamline SuperStream Rollovers including the ability to:
Plus, further improvements have been made to the Fund Validation Service (FVS) responses.
New Member Reports and Wishlists: New alternate Member’s Statement and Consolidated Member’s Statement reports have been added to Simple Fund 360 based on client feedback. The new reports have additional sub-headings, a summary account balance section, a detailed member section and a new graph design.
New Trustee Minute / Resolutions: The Trustee Minute / Resolutions have been improved and now provides clients with the ability to add custom text paragraphs.
Plus, many more features and improvements. Don’t forget to check out the full release notes on the BGL Community >>>
”You can tell from the moment you interview with BGL that there is love and care that radiates out of this business
In my first week at BGL Corporate Solutions, I could already tell that I had found myself a hidden gem.
Free food, glorious perks and welcoming staff aside, you can tell from the moment you interview with BGL that there is love and care that radiates out of this business.
My first introduction with BGL was intimidating to say the least – I was interviewed by none other than the ‘L’ in BGL Ron Lesh (MD) and his right-hand man, Daniel Tramontana (COO). But very quickly I felt comforted when they began talking about the BGL Culture.
There was a quote that has stuck with me from that day where Daniel said, “you can be the best marketer in the world, but if you don’t fit in with the culture then it is not going to work out”. That’s when I knew, this was more than what skills I can bring to the table but what do I bring as an individual.
I’d be lying if I told you that a large FinTech company was the top of my dream workplace list, but then again, I couldn’t tell you what was. At the end of the day, a company that values you, invests in you and makes you feel right at home (even within the first few weeks) … that’s very rare. That’s at the top of the list. That’s what I have found at BGL.
More to come…
Written by Chloe Chadwick, Marketing Manager at BGL Corporate Solutions.
We are excited to announce the first CAS 360 update of 2022! You can read the full release notes on the BGL Community >>>
Annual Report and Documents: The Directors Report and Directors Declaration has been added to the CAS 360’s Annual Reports and Documents screen.
Director ID Improvements: A new Director ID ABRS Letter has been added to CAS 360’s Document Production screen for Annual Reviews. This means users can now send the ABRS Director ID letter to their clients as part of the Annual Review process.
Plus, CAS 360’s new Director ID report allows users to quickly and easily export all the Director ID information in CAS 360 to Excel.
Notifications: The performance of the Notifications and Inbox screens in CAS 360 have been improved. Users can also now prepare a Notifications report from the Inbox screen.
ASIC Balance Merge Field: CAS 360’s Annual Review company letter now supports a ${companyAsicBalance} merge field.
Plus, many more features and improvements. Don’t forget to check out the full release notes on the BGL Community >>>
© 2026 BGL Corporate Solutions Pty Ltd.
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