BGL is proud to announce the release of the 2023 SMSF Annual Tax Return in its SMSF administration software solution, Simple Fund 360.
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We are excited to announce the latest CAS 360 update!
What's New?
ASIC Fee Increase: ASIC company and business name fees have been updated in CAS 360 to reflect the ASIC fee increase that will take effect on 1 July 2023. (Note: Changes won’t apply until 1 July 2023). Learn More
Company Registration Post-Incorporation Document Pack: Users now have the option to add the Allotment Journal to the post incorporation document pack in CAS 360. Learn More
Incorporation State is now saved: When a user for a firm adds a new company registration, CAS 360 will automatically save the last used incorporation state (e.g. Victoria) in the user’s settings. Learn More
Form 362 Cover Letter: If a company has been added to CAS 360 without directors, users can quickly add/select a contact as the form signatory while preparing Form 362. If the user also chooses to prepare a cover letter, CAS 360 will now automatically prefill the letter addressee with the selected contact/form signatory information. Learn More
User Permissions: New user role settings have been added to allow or restrict user access to specific CAS 360 screens. If a user is denied access to a specific screen, the screen icon will no longer appear in the left-hand menu. Learn More
User Roles: New user role permissions have been added to allow or restrict user access to the Company Selection screen. This user role is ideal for firms who only want users to complete Company Registrations without the ability to view/change existing company details. CAS 360 account owners and administrators can turn on or off the ability for specific users to view the Company Selection page. These permissions are set in the User Role Screen. Learn More
BGL API: The CAS 360 API allows partners to retrieve all Company and Trust documents prepared in CAS 360. Now, any document not attached to a specific Company or Trust can also be retrieved via the CAS 360 API using the document ID. Learn More
Companies Listing Report: Columns for ‘Company Class’ and ‘Company SubClass’ have been added to the Companies Listing Report. Note this change only applies to the Excel version of the report, not the PDF version. Learn More
People Group Report: When applicable, the ‘Business Name cease date’ will now be displayed in the business name section of the People Group Report. 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 CAS 360 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
Published by XU Magazine on 23 June 2023
Click here to read on the XU Magazine website
Introducing the BGL Executive Team!
Today is a great day!
It is with much delight that I get to present to you the BGL Executive Team.
The BGL Executive Team comprises of 7 individuals of the highest calibre that will continue to deliver on the strategic and operational requirements of BGL. With a combined experience of 123 years, our products, clients and team could not be in better hands. Let me take a moment to introduce each of them. Here goes:
Nadine Freitag, People & Culture Manager at BGL
Nadine has been instrumental in building people and continuing to strengthen the BGL culture. Nadine has an amazing can-do attitude with an extraordinary commitment to the betterment of BGL. Nadine’s attitude and approach represent everything that makes BGL great.
Adriana Cavallo, Head of Customer Experience (APAC) at BGL
Loved and admired by countless in the industry, Adriana has had exposure to many parts of the BGL business, excelling in all areas. A focused and committed individual who is customer and experience-obsessed and is instrumental in delivering the BGL value proposition. Adriana’s journey is an example and inspiration to countless.
Warren Renden, Head of CAS 360 at BGL
With a relentless focus on product, team and client experience, Warren exceeds client expectations and industry standards. The work of Warren has touched thousands of BGL users. Passionate and determined in every sense, Warren is regarded as one of the industry greats. Warren represents BGL and advocates for clients across multiple external boards.
Jeevan Tokhi, Head of Simple Fund 360 at BGL
Jeevan is an inspiring individual with a broad range of experience who has the incredible capacity to make the complex simple. Jeevan is a strategic thinker with an incredible ability to deliver exceptional outcomes. Jeevan is respected in the industry for his profound impact, knowledge and professionalism. According to him, he is also one of the best-looking in the industry 😆
Ashley Avileli, Chief Technology Officer at BGL
Ashley joined BGL as an IT Administrator and is the most complete and knowledgeable IT professional that I know. Admired and respected for his can-do approach, Ashley and his team keep the BGL engine running—the backbone of BGL. We wouldn’t be where we are today without him.
Ron Lesh, Founder and Managing Director of BGL
Having started BGL in 1989, Ron’s impact and contribution in and across the industry continue to be profound. Ron’s commitment to building great products together with great people, teams and culture has been key to BGL’s success.
Daniel Tramontana, Chief Executive Officer at BGL
Well, this is awkward. I can’t get away with not including myself here. All I will say is that I am a grateful and passionate individual who loves all things BGL – products, clients and people.
As we venture into the next season of BGL, we are super excited about the opportunities ahead. We will continue to build great products. We will always do our best to deliver exceptional client experiences and moments.
We will do this with the highest level of gratitude and respect for the countless clients (some across 4 decades) who continue to support us with an unwavering belief that inspires us to be the best version of ourselves.
Thank you! ❤️
BGL is proud to be featured in the third annual AIFinTech100 list!
We are excited to announce part 2 of the Tax Time 2023 update for Simple Fund 360 and Simple Invest 360!
Written by Annie Kane
Published by The Adviser on 16 June 2023
Click here to read on The Adviser website
The mortgage broking fulfilment fintech has been selected to provide loan comparison solutions to BGL’s Simple Fund 360 and Simple Invest 360 clients.
Compare n Save, a fintech platform providing online broking services with traditional fulfilment capability, has partnered with corporate compliance software company BGL Corporate Solutions to help certain clients with loans.
BGL Corporate Solutions currently provides company compliance management, self-managed superannuation fund (SMSF), and investment portfolio solutions to over 9,500 businesses, including major accounting firms, law firms, listed companies, private companies, financial planners, and many individual SMSF trustees.
As part of the integration, the loan comparison company will provide clients of BGL’s Simple Fund 360 (an AI-powered SMSF administration software) and of the investment portfolio management software Simple Invest 360 with a loan comparison solution via the Compare n Save app within their console screen or via the BGL Ecosystem.
Speaking of the integration, Sal Cinque, director of Compare n Save and chief executive of TAG Finance and Loans (a traditional mortgage broking fulfilment business), said that the Compare n Save tech will manage the entire lead-to-settlement journey, including appointment booking, lead tracking, reporting, CRM, online lodgement, and delivery of commercial terms.
“We provide site visitors with a hassle-free service to compare interest rates and special offers. The information is easily accessed, without the need to click through multiple screens or provide contact details before being served the desired information” Mr Cinque, who is also an nMB founding director, said.
“This builds a high level of trust with our visitors and leads to qualified inquiries. When our visitors are ready to proceed, our team of brokers manage the application process.
“In the case of our BGL integration, Compare n Save adds value to over 9,500 businesses in related industries, where advisers can quickly and easily assess potential savings for their clients and engage our fulfilment services.
“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.”
Ron Lesh, BGL’s managing director, commented that he was excited to add Compare n Save to the BGL Ecosystem and offer clients “a hassle-free and simple-to-use loan comparison solution that will add value to their customer service.”
Brad Wilkinson, head of BGL Ecosystem, added: “The BGL and Compare n Save integration will help advisers, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders (home, investment, and SMSF loans).
“It will also help clients easily structure debt for property purchases (owner-occupied, investment, and SMSF loans) 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.”
Written by Phillip King and Josh Needs
Published by Accountants Daily on 30 May 2023
Click here to read on the Accountants Daily website
The SMSF and personal finance platforms will allow accountants to supply greater analysis to their clients.
Melbourne fintech start-up Fiduciary Financial Services has launched two digital advice platforms aimed at accountants who lack an AFSL.
Both accountantsGPS, which targets SMSFs, and sister product moneyGPS, which tackles personal finance, allow accountants to supply advice for a subscription fee.
Fiduciary co-founder George Haramis said accountantsGPS was the first digital platform of its kind.
“The digital SMSF check-up report provides a comprehensive analysis of a fund’s compliance and financial situation to evaluate how a fund is progressing in many key areas,” he said.
“The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance and debt position, insurance and estate planning.”
“Importantly, it helps trustees and members meet their compliance obligations, as well as their longer-term investment and retirement goals – with access to specialist providers for assistance, if required.”
AccountantsGPS will be joined in July by moneyGPS, which combines AI and human expertise to deliver personal financial advice via an online portal for between $50 to $180 per topic.
“We know that accountants are passionate about the welfare of their clients and now they can offer them accessible and affordable financial advice at a price point that is much more affordable than traditional methods,” Mr Haramis said.
“The moneyGPS service also works alongside any in-house advice service, offering additional support to advisers.”
Mr Haramis said both products operate without commission and provide the ability to share platform insights with clients without a need to be licensed to offer any services within them, the firm also said it rebated the majority of referral fees to the accountant or a charity.
The firm said partnerships for the platforms were in progress as accountantsGPS and its SMSF Check-Up Reports had partnered with BGL Corporate Solutions to make it available as part of their SimpleFund 360 service, and also with Melbourne firm Smarter SMSF.
Published by XU Magazine on 30 May 2023
Click here to read on the XU Magazine website
BGL recognised as Victorian State Winner of the 2023 Australian Achiever Awards
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.”
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 recognised as Victorian State Winner of the 2023 Australian Achiever Awards
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.”
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