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Jordan Yee

BGL automates SMSF share registry data through integration with Automic Group

By BGL UpdateNo Comments

BGL is proud to announce its integration with Automic Group, eliminating manual input of share registry data for SMSF administrators and accountants.

The integration with Simple Fund 360 and Simple Invest 360 enables quarterly holding balances and dividend/distribution statements for ASX-listed securities to flow directly into Simple Fund 360 and Simple Invest 360, removing the need for registry logins and manual downloads.

With the addition of Automic Group, BGL clients have access to ownership and holding data for more than 2,280 ASX-listed companies and trusts, extending registry coverage for approximately 97% of the ASX.

“More than half of all SMSFs in Australia are administered using Simple Fund 360, so the scale of this truly matters” said BGL’s Chief Executive Officer, Daniel Tramontana. “We now have 97%+ registry coverage with data delivered automatically to our clients. This means less manual work, fewer errors and more time back for every accounting firm using our platform.”

“This integration addresses one of the most time-consuming tasks in SMSF administration” said BGL’s Chief Product Officer, Jeevan Tokhi. “For firms managing direct equities, collecting accurate holding data has traditionally required logging in to each share registry, downloading individual statements and manually reconciling balances each quarter. BGL clients no longer need to do this tedious task.”

“BGL serves over 50% of the businesses that administer SMSFs, so connecting with BGL made a lot of sense for us” said Automic Group’s Chief Commercial Officer, Richard Thomas. “Our proprietary, API-native platform enables seamless data flow without manual intervention, reducing errors and ultimately delivering a better experience for the end client.”

For BGL users, this integration provides:

  • Automatic retrieval of quarterly holding balances for ASX securities
  • Automatic delivery of dividend, distribution and AMMA statements into the Document and Workpapers screens
  • Visibility of registry data alongside ledger balances in the Balance Review screen
  • Support for unlimited HINs and SRNs per entity
  • No disruption to existing workflows

Once connected using an entity’s HIN or SRN, BGL automatically retrieves holding data each quarter. For Registry Data subscribers, all available balances and statements for the 2026 financial year (July 2025 to June 2026) will be populated during April 2026.

For more information, please visit www.bglcorp.com. 

May 7, 2026
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BGL REGTECH 2026 dates and speakers released

By BGL UpdateNo Comments

BGL today announced the return of BGL REGTECH for 2026, bringing our national roadshow to six cities across Australia this August.

BGL REGTECH 2026 is Australia’s premier accounting and technology roadshow, with 2,000+ professionals attending nationally and a 4.6/5 attendee rating in 2025.

As regulation and technology continue to evolve, BGL REGTECH is designed to help firms stay ahead of the curve with real-world insights setting a clear direction for the future.

“The pace of change across our industry continues to gather pace. Firms are making real decisions about how they want to operate in the future and the technologies they wish to adopt” said Daniel Tramontana, Chief Executive Officer, BGL. “BGL REGTECH brings those conversations together, giving firms practical insights, real examples and the clarity they need to move forward with confidence.”

“BGL REGTECH 2026 is also an opportunity to reconnect with the industry, share what’s new and continue the conversations that truly matter” added Tramontana.

BGL REGTECH 2026 will bring the BGL leadership, industry speakers and firms together to share how the industry is evolving and how those changes are being managed in practice.

The event is designed for professionals across the accounting, advisory and SMSF industries as well as those responsible for technology, compliance and practice operations. Each event combines expert-led sessions, product updates and dedicated time for networking and engaging with our industry partners.

Event dates and locations:

  • Tuesday 11 August 2026 – Brisbane Convention and Exhibition Centre
  • Wednesday 12 August 2026 – QT Gold Coast
  • Thursday 13 August 2026 – Sydney Doltone House, Darling Island
  • Wednesday 19 August 2026 – The Westin Perth
  • Thursday 20 August 2026 – Adelaide Convention Centre
  • Wednesday 26 August 2026 – Melbourne Convention and Exhibition Centre

Places are limited. Register now at bglregtech.com to secure your free ticket.

April 27, 2026
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Simple Fund 360 and Simple Invest 360 Product Update – 09 April 2026

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

The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.

What's New?

Automic Group Registry Data

The integration with Automic Group enables BGL to retrieve quarterly holding balances and automatically download dividend, distribution and AMMA statements into the Document and Workpapers screens.

Learn More

SmartDocs – Bank Statement

Bank statement processing in Fast Data Entry now supports a wider range of transaction formats and improves account name recognition, resulting in greater accuracy in the Documents screen.

Learn More

Asgard to BT Panorama Migration

The migration of Asgard accounts to BT Panorama is now complete in Simple Fund 360 and Simple Invest 360. Asgard will continue to provide the final annual distribution and income tax data for the 2026 financial year. This is typically received by October, after which the data feed will be deactivated.

Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

April 9, 2026
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BGL and Smarter SMSF support the SMSF industry in navigating legacy pension

By IndustryNo Comments

BGL and Smarter SMSF support the SMSF industry in navigating legacy pension

BGL Corporate Solutions is helping SMSF professionals navigate the complexities of legacy pension conversions as the Government introduces opportunities to transition to more flexible and sustainable retirement options.

From 7 December 2024, the Government announced new legacy pension conversion rules, including a five-year amnesty for the commutation of market-linked pensions, lifetime complying pensions and life expectancy pensions. With this change to simplify pension structures, SMSF professionals must carefully manage pension commutations, tax implications and compliance requirements to ensure a smooth transition.

Jeevan Tokhi, General Manager of Product at BGL said, “With this reform, SMSF professionals will need to be equipped with the right tools and knowledge. Technology will play a critical role in ensuring compliance and streamlining administration. BGL’s Simple Fund 360 simplifies SMSF for all administration, especially pensions. Our partnership with Smarter SMSF allows professionals access to expert documentation, calculators and ongoing education to ensure they have confidence navigating these changes”.

“The ability to transition out of legacy pensions is an important shift for SMSFs, but it also brings complexity,” says BGL’s Chief Executive Officer, Daniel Tramontana. “Professionals will need access to the right tools and support to manage any changes efficiently while ensuring compliance with ATO regulations.”

Aaron Dunn, CEO and Co-founder of Smarter SMSF added, “The introduction of the five-year amnesty is a major step for SMSFs and we are proud to support professionals through these changes. We emphasise the need for accurate data management and streamlined reporting in legacy pension conversion. To support this transition, our long-standing partnership with BGL allows us to deliver a seamless solution to help firms manage this transition”.

Key benefits of BGL’s Simple Fund 360 and Smarter SMSF’s solution for legacy pension conversion:

  • Expert Documentation and Compliance Support: Access Smarter SMSF’s comprehensive documentation and resources to ensure accurate and compliant legacy pension conversions.
  • Seamless Integration with Simple Fund 360: Manage pension changes with accurate reporting and automation tools that streamline SMSF administration.
  • Comprehensive Data and Record Management: Maintain accuracy and security with BGL SmartDocs AI-powered document processing.
  • Automated Pension Commutations: Reduce manual calculations and administrative workload with built-in automation.
  • ATO Compliance and Real-Time Reporting: Ensure regulatory compliance with instant reporting and integrated legislative updates.
  • Expert Support and Training: To navigate the transition confidently, access BGL’s extensive resources, including webinars and expert support.

To support SMSF professionals in understanding these changes, BGL and Smarter SMSF will host a free webinar on 29 April 2025. This session will cover:

  • The impact of the new legacy pension conversion regulations.
  • Key considerations for commutations and reserve allocations.
  • Practical guidance on handling conversions within Simple Fund 360.
  • Steps required to document commutations in compliance with the new regulations and fund governing rules.

For more information and to register for the webinar, please click here.

April 8, 2025
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Simple Fund 360 and Simple Invest 360 Product Update – 20 March 2025

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

What's New?

Document Re-sync

In Simple Fund 360 and Simple Invest 360, documents are automatically attached when you allocate or update transactions using previously uploaded files. To reprocess all documents, go to the Documents screen and click Re-sync to link any matching transactions instantly. Learn More

BGL SmartDocs
ATO BAS Statements will now be automatically identified and previewed in Smart Matching whenever relevant transactions are detected. Learn More

Property Dashboard
Manage all properties at the entity or firm level with the new Property Dashboard. View expenses, income, valuations, net rent and related documents in one place. Additionally, store lease details and order property valuations seamlessly. Learn More

New Report
Asset Allocation by Investment Account report displays investments in a pie chart based on the control account. Learn More

Corporate Actions
5 new mergers have been added to Corporate Actions:

  • MKG: 6 February 2025
  • ABA: 19 February 2025
  • POS: 19 February 2025
  • MWY: 18 February 2025
  • EBG: 16 February 2025

Plus, many more new features and improvements.

Stay tuned for future releases!

Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

March 26, 2025
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BGL recognised as a Great Place to Work® for Women

By CultureNo Comments

BGL is proud to announce that it has been named one of Australia’s Great Place To Work® Best Workplaces for Women for the 4th consecutive year.

“This recognition is a testament to the culture we’ve built at BGL, which focuses on supporting, valuing and empowering all members of our team at every level of the organisation,” said BGL’s Chief Executive Officer, Daniel Tramontana. “At BGL, we believe in providing equal opportunities based on values, skill and experience. By focusing on merit, we’ve built an inclusive, diverse workplace driven by collaboration and innovation.”

The 2025 Best Workplaces for Women list was announced on 6 March 2025. It celebrates organisations that consistently provide positive experiences for women while maintaining industry standards in gender balance and representation. To qualify, companies must be Great Place To Work-Certified, employ at least 50 women and have achieved statistically significant survey results that demonstrate a culture of respect, trust and inclusion.

BGL continues to lead workplace equity through leadership development, mentorship opportunities, flexible working arrangements and initiatives that support career growth in technology and professional services.

“Being recognised as one of Australia’s best workplaces for women is an incredible honour,” said Nadine Freitag, Head of People & Culture at BGL. “We’re super proud to have been featured on this list for the 4th year in a row. BGL is an organisation that genuinely supports and values women at every stage of their careers.” 

BGL remains committed to fostering a diverse and inclusive workplace and ensuring that all team members build successful and fulfilling careers.

For more information, please visit www.bglcorp.com. 

March 18, 2025
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BGL empowers accountants to meet new AML/CTF obligations with BGLiD

By BGLiD, IndustryNo Comments

BGL empowers accountants to meet new AML/CTF obligations with BGLiD

BGL is proud to introduce BGLiD – a seamless client identity verification solution designed to help accountants comply with upcoming AML/CTF legislative reforms.

In December 2024, Australia approved the Anti-Money Laundering and Counter-Terrorism Financing Amendment Act 2024, extending AML/CTF regulations to include accountants. Under these new proposed rules, accountants must:

  • Appoint a compliance officer: An individual responsible for developing and implementing policies to meet AML/CTF requirements.
  • Provide comprehensive customer verification: Client identities must be verified based on services provided, client nature and transaction locations.
  • Report any suspicious transactions or behaviour indicative of illegal activities to the authorities.

These new requirements begin in March 2026. BGL’s CAS 360 corporate compliance solution, trusted by over 3,800 firms and managing over 1 million companies worldwide, helps clients comply with these new AML/CTF regulations with BGLiD.

“This new legislation will add new work for accountants and we want to help them get ahead of the changes,” said Warren Renden, General Manager of CAS 360, BGLiD and UK at BGL. “At BGL, we have developed our products, ensuring our clients have the right tools, such as BGLiD, to navigate through compliance seamlessly”.

BGLiD is a simple client identity verification solution seamlessly integrated with BGL’s CAS 360. It provides direct verification with government databases in Australia and also offers biometric verification, which enables clients to upload a photo ID and take a selfie via their smartphone to verify their identity.

Later this year, BGLiD’s capabilities will extend to Simple Fund 360 and Simple Invest 360, further enhancing client identity verification across BGL’s suite of products.

For more information, visit www.bglcorp.com/client-identity-verification-service. 

February 25, 2025
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BGL passes 1 million companies on CAS 360

By BGL Update, CAS 360No Comments

BGL is proud to announce CAS 360 now supports over 3,700 firms maintaining over 1 million companies on its company, trust and ID verification management solution.

This significant achievement solidifies CAS 360 as the software of choice for company secretarial compliance, providing unmatched support to businesses in Australia, Hong Kong, New Zealand, Singapore and the UK.

“We are incredibly proud of CAS 360’s journey,” said BGL’s Founder and Director, Ron Lesh. “Reaching 1 million companies is a testament to our team’s hard work and our clients’ trust in us. From day one, we had a goal to simplify compliance for businesses and this milestone highlights why CAS 360 is the global leader in company secretarial software.”

“Since its beginning, CAS 360 has been an invaluable resource for businesses, accounting firms and corporate service providers “ said Warren Renden, General Manager of CAS 360. “With continuous updates, including innovations like BGLiD and AI-powered automation, BGL remains dedicated to providing best-in-class compliance technology that helps reduce risk, save clients time and effortlessly manage their business.”

Launched in Australia in February 2017, CAS 360 quickly became the leading choice for managing company compliance, delivering industry-leading features such as automated Annual Reviews, company formation and document preparation. In less than 21 weeks, CAS 360 registered over 100,000 companies and has grown rapidly, expanding to many new jurisdictions.

“This is an incredible milestone for CAS 360,” said BGL’s Chief Executive Officer, Daniel Tramontana. “Our pursuit for innovation and our dedication to providing the right tools for firms across the globe continues. We’re not just building software at BGL we’re revolutionising how businesses manage compliance and this is only the beginning!”

October 2, 2024
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BGL Education provides expert-led BGL Product Training

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

BGL is proud to announce the launch of its expert-led training series, BGL Education.

Starting 30 September 2024, BGL Education offers expert training to help clients unlock the full potential of their CAS 360, Simple Fund 360 and/or Simple Invest 360 investment.

“We’re thrilled to launch BGL Education as part of our ongoing commitment to client education and support” says BGL’s Founder and Director, Ron Lesh. “Our goal is to have every BGL client feel confident and equipped to make the most of our products. Our experts will lead a series of short webinar courses to ensure clients can learn directly from BGL professionals and unlock the value of the BGL Suite.”

Daniel Tramontana, Chief Executive Officer at BGL, added, “At BGL, we know that client success is based on knowledge and skills. Education is not simply a training program; it’s an opportunity to provide our clients with the tools they need to navigate confidently in an evolving industry.”

BGL Education will run from 30 September 2024 to 18 October 2024 and deliver specialised training across BGL’s software solutions. It will start with Simple Fund 360 covering topics such as Pensions, Superstream and SMSF Essentials. This will be followed by Simple Invest 360 covering topics such as income streaming and Division 7A loans. Finally, CAS 360 will wrap up with a week of company compliance training featuring webinars on Trust Management, Annual Reviews and more.

For more information and to register for each webinar individually, please visit bglcorp.com/education. 

September 30, 2024
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