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Australian FinTech

BGL appoints Jeevan Tokhi as Head of Simple Fund 360

By Australian FinTech, In the Media, NewsNo Comments

BGL appoints Jeevan Tokhi as Head of Simple Fund 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, have announced the appointment of Jeevan Tokhi as its new Head of Simple Fund 360.

“It has been a pleasure to watch Jeevan grow and thrive with us both personally and professionally, since he joined BGL in 2005,” said Ron Lesh, BGL’s Managing Director. “We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own.”

As qualified CPA (SMSF Specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including Support Consultant, Business and Test Analyst, Simple Fund Desktop Product Manager, Simple Fund 360 Product Manager and most recently, Head of Ecosystem.

“I have enjoyed building leading, innovative software applications by focusing on BGL’s clients’ needs and will continue to do so,” noted Jeevan Tokhi.

“Jeevan is perfectly positioned and qualified to lead Simple Fund 360 into the future,” added Lesh. “With his vision for Simple Fund 360 and experience working with BGL’s flagship products, CAS 360 and Simple Invest 360, our clients are in for an incredible journey. Watch this space!”

Simple Fund 360 is Australia’s leading self-managed super fund (SMSF) administration software solution with over 7,100 clients managing over 243,000 funds on the platform.

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BGL confirms it’s full-speed ahead for BGL REGTECH 2022

By Australian FinTech, In the Media, NewsNo Comments

“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.”

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BGL launches integration with Colonial First State’s FirstWrap platform

By Australian FinTech, In the Media, NewsNo Comments

“It’s great to have Colonial First State as part of the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director. “FirstWrap is a full service wrap platform, providing comprehensive investment choice, convenience and great flexibility. This new integration means FirstWrap now has a seamless integration with Simple Fund 360 with bank, investment and income transactions automatically loaded”.

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BGL commits to supporting mental health and wellbeing with Mental Health First Aiders

By Australian FinTech, In the Media, NewsNo Comments

“I am incredibly proud of the team” said Ron Lesh, BGL’s Managing Director. “With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, all 25 members of the BGL leadership team are now accredited Mental Health First Aiders. This equates to 1 trained Mental Health First Aider for every 7 BGL team members.”

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BGL is SuperStream ready. Are you?

By Australian FinTech, In the Media, NewsNo Comments

BGL is SuperStream ready. Are you?

BGL Corporate Solutions, Australia’s leading supplier of SMSF administration and ASIC corporate compliance solutions, announces their Simple Fund 360 software was SuperStream Rollover compliant on 1 October 2021. On this date, SuperStream became mandatory for all member balance rollovers to SMSFs. The ATO advised all SMSF SuperStream must now be completed with SuperStream.

“I am incredibly proud of the Team,” said Ron Lesh, BGL’s Managing Director. This was a huge task for BGL as not only did we need to develop the convoluted SuperStream rollover process with a new data provider, but we also needed to create a new BGL Electronic Service Address (ESA) for clients”.

Since 28 September 2021, BGL Simple Fund 360 clients have had access to a major software update that includes the SuperStream changes.

This was the fourth Simple Fund 360 update since 30 June 2021. The new software allows clients to initiate and receive member balance
rollovers and process release authorities with the new BGL ESA.

BGL has also developed a number of SuperStream resources for BGL clients.

Simple Fund 360 Online Help: SuperStream FAQs
https://sf360.zendesk.com/hc/en-au/sections/360002499571-SuperStream

Webinar Recording: SuperStream changes in Simple Fund 360
https://youtu.be/M8x5yXQFHUY

BGL Website: Are You SuperStream Ready?
https://www.bglcorp.com/marketplace/superstream/

BGL clients who need help with these SuperStream changes can check out the links above or contact their BGL Account Manager on 1300 654 401 or by email at [email protected]

BGL launches integration with FuseSign

By Australian FinTech, In the Media, NewsNo Comments

BGL launches integration with FuseSign

BGL Corporate Solutions, Australia’s leading supplier of SMSF administration, ASIC corporate compliance and investment portfolio solutions, announces CAS 360, Simple Fund 360 and Simple Invest 360 are now integrated with digital signing tool FuseSign by FuseWorks.

“It’s great to add FuseSign to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director.

“FuseSign creates a seamless workflow for BGL clients so that all company, trust, individual and SMSF documents can be digitally signed, speeding up the compliance process and reducing signing times to minutes rather than days for the price of a stamp.

Melissa Voss, Co-Founder and Head of Clients and Partners at FuseWorks, said, “We’re thrilled with this partnership and to be able to offer BGL clients with our Digital Signing tool straight from their platform. I am passionate about automation and helping Accountants to simplify the day-to-day, removing inefficiencies through the power of automation so they can focus on more human tasks, and that is exactly what FuseSign does, it gives your clients a better experience with your brand, saves your business time and money, and it empowers your team to focus on tasks they really enjoy.”

Made for accountants by accountants, FuseSign is an affordable, intuitive and easy to use Digital Signature tool and can be used for all company, trust, individual and SMSF documents prepared by CAS 360, Simple Fund 360 and Simple Invest 360. Recent legislative changes have now made it possible to sign more document types digitally than ever before. The FuseSign process in BGL applications provides a seamless workflow for clients. And recent evaluations of digital signing solutions have proven documents are signed quicker, easier and with much less friction when digital solutions are used.

BGL currently has over 350 partners in our Ecosystem and it is great to be able to add FuseSign to the list.