LENSELL announced the availability of its professionally constructed Model Portfolios-as-a-Service on the LENSELL Marketplace.
We’re excited to share another Simple Fund 360 and Simple Invest 360 update!
Sidebar Menu
A new and optional menu is available for Simple Fund 360 and Simple Invest 360 based on analytics and users’ workflows. You can keep the current sidebar menu if you like or try the new one. Learn More
Consolidated Reporting
User roles have been updated to include a view-only access status and another that allows both view and edit permissions. Learn More
Corporate Actions
The PMV and MYR calculators and instructions have been added. The SUN return of capital has been updated to include special dividends. Learn More
Corporate Actions
4 new mergers have been added to Corporate Actions:
LVH: 3 March 2025
RHK: 27 February 2025
HPI: 4 March 2025
LTM: 16 March 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
BGL offers its expert insights on the upcoming Transfer Balance Cap (TBC) increase and its implications for SMSF professionals and trustees.
BGL Masterclass 2025 offers new and experienced BGL clients the chance to advance their CAS 360, Simple Fund 360 and Simple Invest 360 software expertise.
BGL is proud to announce the commercial release of BGL SmartDocs 360, a multi-award-winning AI-powered paper-to-data solution.
BGL achieved an impressive rank of #13 in the Technology category and #83 overall on the AFR’s 2024 Most Innovative Companies list. This marks the 4th time in 6 years BGL has been included on the AFR list.
“This is a sensational achievement by the BGL team,” said BGL’s Founder and Director, Ron Lesh. “I’m incredibly proud of each and every team member for their hard work and passion for innovation.”
BGL’s 2024 AFR submission featured the BGL AI Assistant, the world’s first generative AI tool for financial analysis, transforming how BGL clients—accountants, administrators and advisors—interact with financial data, unlocking deep insights into SMSF, company and trust financial statements.
Integrated into BGL’s Simple Fund 360 and Simple Invest 360 software solutions, the BGL AI Assistant analyses balance sheets, operating statements and cash flow statements, delivering intelligent commentary, identifying trends, assessing financial strength, evaluating performance and highlighting any cash flow concerns and red flags. It enables BGL clients to unlock unprecedented insights regardless of their expertise, empowering them to make strategic decisions and optimise financial performance for their clients.
Additionally, the BGL AI Assistant enhances workflow efficiency by automatically generating suggested tasks from financial documents and allowing users to ask specific questions about the data.
“We’ve only just begun to tap into the potential of generative AI,” added Lesh. “There are even more exciting developments on the horizon and we can’t wait to continue driving innovation for our clients.”
The integration seamlessly connects BGL’s company, trust and ID verification management software, CAS 360 with Registry Direct—an advanced share and unit registry platform. This collaboration provides public companies with comprehensive tools to meet their complex legal obligations, including shareholder management, TFN and AIIR reporting and withholding tax calculations.
“We are excited to welcome Registry Direct to the BGL Ecosystem” said BGL’s CEO Daniel Tramontana. “This integration will help our clients simplify and centralise their compliance tasks, ensuring listed and unlisted public companies can efficiently meet their regulatory requirements. By combining the power of CAS 360 with Registry Direct’s extensive registry services, clients will experience a more streamlined, automated solution that reduces manual workloads and mitigates compliance risks.”
Steuart Roe, Managing Director at Registry Direct said: “We are thrilled to announce the launch of our integration with BGL’s CAS 360 product. This integration will simplify the process for accountants and advisers, helping them assist their listed and unlisted public company clients on the CAS 360 platform to meet their legal obligations. Specifically, Registry Direct’s platform facilitates the provision of TFN and AIIR reports to the Australian Tax Office, holding shareholder meetings and calculating resident and non-resident withholding tax for dividend payments—each a legal requirement for public companies. These and other great features on our platform perfectly complement CAS 360, creating a complete compliance and share registry solution. We are the perfect marriage.”
“With this integration, BGL clients managing listed and unlisted public companies can now seamlessly transfer data between CAS 360 and Registry Direct” added Tramontana. “This ensures synchronised data across both platforms, enabling automated ATO reporting, dividend payment calculations, and shareholder communication—all in one place.”
BGL’s API is used extensively across the industry with 400+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.
About Registry Direct
Registry Direct provides share and unit registry services and software to thousands of companies and trusts operating in Australia, from start-ups to multinationals. The platform is comprehensive, easy to use and proven by client use and demand. For more information, visit www.registrydirect.com.au.
The integration seamlessly connects BGL’s market-leading SMSF administration software, Simple Fund 360, to AuditCover—an InsurTech solution that provides comprehensive tax audit insurance to protect SMSFs, businesses and individuals from unforeseen professional fees arising from tax audits.
“We are excited to welcome AuditCover to the BGL Ecosystem” said BGL’s CEO Daniel Tramontana. “This integration empowers BGL clients to offer their SMSF clients reliable protection against unexpected accounting fees associated with tax audits. Accountants now have the ability to share insurance options with their clients effortlessly, helping them add value to their services.”
The integration simplifies the quoting process for BGL clients. It automates campaign setup, policy renewals and client communications ensuring a hassle-free experience for accountants and their clients. With flexible options, accountants can send personalised quotes to their entire client base or onboard new clients with tailored coverage.
“AuditCover’s seamless integration with Simple Fund 360 ensures accountants can protect their clients while keeping administrative workloads to a minimum” continued Tramontana. “The ease of use, combined with cost-free practice integration, makes this partnership a valuable addition to the BGL Ecosystem.”
Gil Snir, CEO at AuditCover commented on the integration: “We’re thrilled to be partnering with BGL to bring tax audit insurance to over 300,000 SMSFs on their platform. With ATO scrutiny on SMSF compliance at an all-time high, this integration is incredibly well suited for the current landscape. BGL clients can now provide access to insurance solutions for their SMSF clients in just seconds, adding value and simplifying the entire process.”
Brad Wilkinson, Head of Ecosystem at BGL, said: “Our clients value solutions that simplify complex processes and this integration with AuditCover offers just that—an easy, efficient way to ensure their clients are protected. With access directly from Simple Fund 360, setting up and managing audit insurance has never been easier.”
BGL’s API is used extensively across the industry with 400+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.
For more information, visit www.auditcover.com/bgl.
About AuditCover
AuditCover is the technology-driven tax audit insurance provider serving thousands of taxpayers, accountants, and small businesses across Australia. As a trusted partner to leading accounting firms, AuditCover makes tax audit fee protection faster, more secure, and delivered directly to the taxpayer.
Integrated with leading accounting software, including Xero, MYOB, and BGL, AuditCover transforms audit insurance into a seamless process for everyone, eliminating painful paperwork, lengthy setup times, and ensuring data security. AuditCover is changing tax audit insurance for good, offering firms and their clients more choice and freedom when it comes to tax audit fee protection.
For more information, visit www.auditcover.com.
BGL is proud to announce the release of the highly anticipated ASIC invoice data extraction feature in its company and trust management software, CAS 360.
BGL would like to thank the attendees, sponsors and speakers for the overwhelming success of BGL REGTECH 2024, its annual accounting technology roadshow.
© 2025 BGL Corporate Solutions Pty Ltd.
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