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Jordan Yee

CAS 360 Update – 19 September 2024

By BGL Update, CAS 360No Comments

What's New?

BGL SmartDocs 360 and ASIC Invoices
Leveraging the power of BGL SmartDocs, a multi-award winning innovative AI-powered document reader, CAS 360 now extracts debt due dates, dollar amounts and line items from ASIC invoices. ASIC debt due dates are now included in Company Debt Alerts in the Company Selection screen. Learn More

Daily Summary Emails
The daily summary email feature is now jurisdiction-specific. Summary emails will only include key actions in CAS 360 since the user’s last login, tailored to the user’s jurisdiction as needed. Learn More

Please reply to this email or contact your Account Manager if you need any further information.

Regards,

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 19, 2024
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CAS 360 Update – 18 September 2024

By CAS 360No Comments

What's New?

BGLiD – Identity Expiry Report
An Identity Expiry Report is now available, providing a list of all individual contacts, their corresponding IDs, and expiry dates. Learn More

 

Automated Debt Reminders
The global automated debt reminder email will now always CC the Partner and Manager contacts. Learn More

Company and Trust Documents
The document screens now allow exporting filtered lists to CSV. Learn More

Documents
In several document templates, the term ‘A/C’ for shares/units has been changed to ‘Beneficially Held by’. Learn More

Company Listing Report
The Company Listing Report now displays company labels in the same order as the Company Selection screen. A Billing Contact merge field has also been added to the Company Listing Report and Report Setting screen. Learn More

RA62 Company Import
The RA62 Review Date Report model now lets users select the incorporation date or current date for shareholder balance transactions. Learn More

Contacts
Contacts with only a Guarantor relationship will no longer appear in the Not In Use filter in the Contacts screen. Additionally, Passport updates in the Passport History model will now be simultaneously reflected in the Contacts screen. Learn More

Document Production
The Dividends Paid Listing report can now be exported to Excel. Learn More

Email Templates
The Document Deadline Reminder template now supports an “Original Subject” merge field, returning the original email subject when the documents were prepared. Learn More

Please reply to this email or contact your Account Manager for further information.

Regards,

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 18, 2024
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CAS 360 Update – 9 September 2024

By CAS 360No Comments

What's New?

Director and Secretary Appointment
The ability to appoint a person as Director and Secretary in a single officer transaction has been added. To complete the transactions for both roles, simply select the new ‘Director & Secretary’ option during the officer appointment process. Learn More

Trusts Selection Screen
A new ‘All Trusts’ filter has been added to the Trusts selection screen. Learn More

Post-Incorp Documents
The Notice of Beneficial Ownership is now included in the post-incorporation document set on the document production screen. Learn More

Company Report
Advanced options have been added to Show Company Addresses in Company Report settings. Learn More

Form RA71: After Form 362 is accepted, there will be a 60-second delay before the automated lodgement of Form RA71. This ensures ASIC has time to acknowledge Form 362. Learn More

General Details: The General Details screen now includes an optional financial year-end date field. Learn More

Company Deregistration: The Company Deregistration Members Consent templates now include a field for the member’s signing date. Learn More

Company Registrations: When purchasing a Smarter SMSF Company Constitution, the Company Name and ACN fields will be automatically populated using the information entered in the Company Registration screen. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

September 9, 2024
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BGL has hit the road for Xero Roadshow 2024

By BGL Update, NewsNo Comments

We are thrilled to hit the road for the Xero Roadshow 2024!

BGL will attend 17 Xero Roadshow locations and are excited to see all of you! This roadshow is an incredible opportunity to meet new and existing clients, our ecosystem partners and the broader accounting community.

Learn more about the BGL Suite.

At these events, we’ll be showcasing the benefits of the BGL Suite, including: 

CAS 360: The complete company, trust and AML management software with powerful automation and streamlined workflows. 

Simple Fund 360: Australia’s leading SMSF administration software. An intelligent, automated solution for streamlining all aspects of SMSF compliance management and administration.  

Simple Invest 360: The complete accounting, investment and tax software solution that  efficiently manages investment portfolios, CGT records and ATO lodgement for companies, trusts and individuals.

BGLiD: A simple client identity verification solution that seamlessly integrates with CAS 360 for instant ID verification.

BGL SmartDocs 360: An AI-powered paper-to-data solution that effortlessly transforms unstructured paper data such as financial documents into smart digital data with actionable insights.

SmartDocs AI Studio: An AI-powered paper-to-data integration platform that seamlessly integrates with any software solution to streamline data management, training, labelling and model hosting. 

Meet the team!

Our team will kick things off with Parramatta on 27 August 2024 and then continue their road trip around the country. Make sure to join us at the location near you to meet the BGL team!

Where can you find us?

27 August, Parramatta, Rosehill Gardens Racecourse | Peter Di Stefano

28 August, Launceston, Hotel Grand Chancellor Launceston | Carina Muntean

28 August, Wollongong, Novotel Wollongong Northbeach | Peter Di Stefano

28 August, Hobart, Hotel Grand Chancellor Hobart | Carina Muntean

3 September, Geelong, GHMBA Stadium | Luca Ranellone

3 September, Sunshine Coast, Sunshine Coast Convention Centre | Carina Muntean

4 September, Narre Warren, Bunjil Place |Simon Lee and Joshua Guille

5 September, Cairns, Pullman Reef Hotel Casino | Carina Muntean

5 September, Melbourne, Melbourne Convention and Exhibition Centre | Rhys Davies, Joshua Guille and Tyler McNaught

9 September, Sydney, ICC Sydney Jesse Marmara and Carlos Issa

10 September, Gold Coast, The Star Gold Coast | Sejal Jaiswal and Jeevan Tokhi

10 September, Newcastle, Newcastle City Hall | Jesse Marmara

12 September, Brisbane, Brisbane Convention and Exhibition Centre | Sejal Jaiswal and Jeevan Tokh

12 September, Canberra, Hotel Realm | Luca Ranellone

17 September, Albury, Albury Entertainment Centre | Peter Di Stefano and Cody Deleeuw

18 September, Adelaide, Adelaide Convention Centre | Rhys Davies and Tyler McNaught

20 September, Perth, Perth Convention and Exhibition Centre | Luca Ranellone

We look forward to seeing you!

August 7, 2024
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BGL wins 22 industry awards in the 2024 financial year

By BGL UpdateNo Comments

BGL is proud to announce its remarkable achievements during the 2023-2024 financial year, securing 22 awards and solidifying its position as an industry leader and innovator.

BGL’s commitment to excellence and innovation has been recognised across the industry, earning the company many distinguished awards including:

  • Financial Review Boss – 4th Most Innovative Technology Company 2023
  • Australian Achievers Awards – National Winner for Remarkable Service 2024
  • The Australian Business Awards – Business Innovation 2023
  • Australian Enterprise Awards – Best Compliance Management Software 2024
  • International Business Awards – Most Innovative Company of the Year 2023
  • Great Place to Work – Australia’s Best Technology Workplaces 2024
  • Great Place to Work – Australia’s Best Workplaces for Women 2023
  • M&A Today Global Awards – Compliance Software Innovator of the Year 2024
  • Global 100 Awards – Compliance Software Innovator of the Year 2024
  • Global 100 Awards – Business Excellence in Information Technology & Services – 2024
  • Legal 100 Awards – Compliance Software Innovator of the Year 2024
  • Corporate America Today Awards – Compliance Software Innovator of the Year 2024
  • Corporate America Today Awards – Best Compliance Management Software 2024
  • Corporate America Today Awards – Business Excellence in IT & Services 2024
  • AI Global Excellence Awards – Best Corporate Compliance Software Company 2024
  • AI Business Excellence Awards – Best SMSF Compliance Software Developer 2024

“We are incredibly proud to be recognised with these awards” said BGL’s Chief Executive Officer, Daniel Tramontana. “I am grateful to work with our hard-working and dedicated team. Their commitment and passion are the foundation for our success. They help BGL focus on providing innovative solutions and incredible service to our clients, making winning these awards possible.”

BGL’s award-winning software solutions have set new industry standards, delivering exceptional compliance management capabilities. The company’s flagship products, CAS 360, Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360, have transformed business compliance and documentation processes, enhancing efficiency, productivity and accuracy.

Ron Lesh, Founder/Director at BGL, said, “Our journey has always been about setting new standards in the industry and pushing boundaries. Winning these awards is an incredible milestone for us. It enforces our commitment to delivering exceptional products and services. We are focused on evolving and adapting to the ever-changing needs of our clients and the industry. We look forward to the future, where we will continue to make more innovative changes and developments for the industry.”

July 31, 2024
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Blog header to showcase SimpleFund 360 reaching 300k Funds.

BGL celebrates Simple Fund 360 reaching 300,000 funds

By Simple Fund 360No Comments

BGL is proud to announce that its award-winning SMSF administration software, Simple Fund 360, now supports over 8,200 clients managing more than 300,000 funds.

“This marks a significant milestone for BGL and the Simple Fund 360 team,” says BGL’s Founder/Director, Ron Lesh. “I am incredibly proud of each and every member of the BGL team both past and present who have helped us get to this milestone. This accomplishment displays our Team’s dedication to delivering an exceptional product and outstanding service to our clients”.

Released in 2014, Simple Fund 360 is the complete SMSF administration software solution with AI-driven processing, industry-leading automation, analytical insights, accounting workpapers and much much more. Innovative features like BGL SmartDocs, Smart Matching, Workflow and Smart Reports for financial analysis mean it stands alone as the market-leading SMSF administration solution. 

Simple Fund 360’s impressive growth is set against the backdrop of the latest Australian Taxation Office (ATO) SMSF statistics. On 31 March 2024, Australia had 616,400 SMSFs managing $932.9 billion in assets. Notably, BGL reached 250,000 funds in 2020, underscoring the remarkable progress we have made over the past few years.

Jeevan Tohki, General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs at BGL, said, “BGL has remained the number 1 SMSF software provider for the past 25 years.” He continued, “Simple Fund 360 launched 10 years ago and now has over 49% of the market. Its market share continues to grow consistently due to BGL’s team’s constant innovation, listening to client feedback and having a fantastic team that cares about its clients.”

Looking ahead, BGL’s Chief Executive Officer, Daniel Tramontana, shared his thoughts on the future. “We are exceptionally proud of the team’s hard work and commitment. We aim to achieve 50% market share soon while continuing to lead the industry and provide unparalleled service and innovation to our clients”.

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

July 4, 2024
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BGL REGTECH 2024 announces free tickets to register.

BGL REGTECH 2024 is now a free event thanks to the unprecedented support from our sensational sponsors!

By BGL UpdateNo Comments

BGL is thrilled to announce that BGL REGTECH 2024 is now a free event thanks to the overwhelming support of our sensational sponsors.

This move reflects our collective goal of advancing the accounting sector by making this premier event available to BGL clients, partners and the broader accounting community in these challenging times.

“We are beyond grateful to our sponsors for their outstanding support, which has allowed us to extend an open invitation to all our clients and community to attend BGL REGTECH 2024 at no cost,” said BGL’s Chief Executive Officer, Daniel Tramontana. “We look forward to welcoming everyone to our event of the year and showcasing the amazing developments we have implemented and some we are working on!”

Ron Lesh, Founder/Director of BGL said, “The support from our sponsors has been nothing short of remarkable. Their support is instrumental in making this event available to a broader audience. It underscores our commitment to providing exceptional products and services to our clients, community and the industry.”

Dates and locations:

  • 14 August 2024 – Adelaide Convention Centre
  • 15 August 2024 – The Westin Perth
  • 21 August 2024 – Brisbane Convention Centre
  • 22 August 2024 – Dockside, Sydney
  • 27 August 2024 – RACV Hobart Hotel
  • 29 August 2024 – Melbourne Convention Centre

For more information and to register your team, visit www.bglregtech.com. 

July 2, 2024
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The image contains text regarding the dates, ticket availability and speakers for the event BGL REGTECH 2024.

BGL REGTECH 2024: The Countdown to Innovation and Excitement Begins!

By BGL UpdateNo Comments

BGL is proud to announce the return of Australia's premier accounting technology event, BGL REGTECH 2024.

“This is not your ordinary gathering of accountants but rather a vibrant hub of innovation, inspiration and collaboration for the entire sector” said BGL’s Chief Executive Officer, Daniel Tramontana. “It will be a valuable opportunity for attendees to connect with industry experts and like-minded professionals, where they can explore opportunities in the industry and be ready for the future of technology”.

BGL has invited the five industry professionals to provide an opportunity for attendees to learn from their valuable insights into how to position their businesses for success. 

  • Adriana Cavallo: General Manager – Customer Experience (APAC), BGL (MC) 
  • Aly Garrett: Founder and Principal, All In Advisory
  • Daniel Tramontana: Chief Executive Officer, BGL
  • Lielette Calleja: Director, businessDEPOT
  • Ron Lesh: Founder/Director, BGL 

“I am very excited to debut as a speaker for BGL REGTECH 2024“ said Adriana Cavallo, General Manager of Customer Experience (APC) at BGL. “It’s a unique opportunity for all of us to engage directly with the brightest minds in our industry and I look forward to showcasing our cutting-edge technology not only to meet but to exceed client expectations!”

Dates and locations:

  • 14 August 2024 – Adelaide Convention Centre
  • 15 August 2024 – The Westin Perth
  • 21 August 2024 – Brisbane Convention Centre
  • 22 August 2024 – Dockside, Sydney
  • 27 August 2024 – RACV Hobart Hotel
  • 29 August 2024 – Melbourne Convention Centre

For more information and to purchase tickets, visit www.bglregtech.com. 

June 7, 2024
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