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BGL appoints Chin Tea as Simple Fund 360 Connected Services Manager

By BGL Update, Culture, Meet the BGLersNo Comments

BGL is proud to announce the appointment of Chin Tea as its new Simple Fund 360 Connected Services Team Manager.

“It has been a pleasure to watch Chin develop and thrive both personally and professionally during her time at BGL” said Ron Lesh, BGL’s Managing Director. “Chin has been a valued and talented member of the BGL Team for 9 years and we could not be prouder to see her lead BGL’s Connected Services Team into the future.”

A qualified CPA, Chin joined the BGL Team as a Support Consultant and Product Trainer, travelling across Australia and overseas to Singapore and Hong Kong to conduct training for BGL clients. With a wealth of knowledge on BGL’s products, a passion for leadership and Agile project management, Chin has also held positions in the Data Services Team as Business Analyst/Tester and the Connected Services Team as Business Analyst, contributing significantly to BGL throughout her career.

As the Simple Fund 360 Connected Services Team Manager, Chin’s new role is to grow BGL’s expansive data feed integration list, while ensuring the continuance of data accuracy and integrity. Her role maintains and promotes existing relationships with partners, while also establishing new relationships with partners to further benefit BGL clients.

“As I step into my new role, I want to thank Ron, Daniel, Jeevan and Brad for giving me this opportunity. I have big shoes to fill, however, I am very excited and look forward to delivering great solutions to our clients,” said Chin Tea. “Teamwork makes the dream work and I have an amazing team behind me.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.

BGL hits over 7,100 followers on LinkedIn!

By BGL Update, HomepageNo Comments

We are excited to share that we recently hit the milestone of 7,100+ followers on LinkedIn! 🥳

Heartfelt thanks to everyone who follows us, likes our posts and shares our content. We really appreciate your love and support and enjoy engaging with you.

The increasing number of ‘Likes’ and comments encourages us to continue to share all things BGL, products and team, and how we help accountants, financial and compliance professionals to save time with our award-winning SMSF, investment portfolio & company compliance management solutions. ❤️

Still not a follower? We’d love it if you joined our LinkedIn family! 🥰

Not sure if you really want to follow BGL on social media? Here are a few reasons why you should follow us! 

  • Stay up-to-date with our latest features, product updates and news
  • Be the first to find out more details about events, conferences and webinars we’re hosting or participating
  • Learn about career opportunities and join our BGL Family – We’re a Great Place to Work certified!
  • And much more! 😉

Always ready to connect

LinkedIn is not the only place where you can find us. We’re also actively engaged with our community on Facebook, Twitter, and Instagram! Plus, subscribe to our Youtube channel to access webinars recordings & more!

We hope you join us on any and every one of our social media platforms soon and many thanks again for helping us to become a family of 7,100+ on LinkedIn!

BGL adds Trust Tax Return electronic lodgment to Simple Invest 360

By BGL Update, Simple Invest 360No Comments

BGL Corporate Solutions is proud to announce the release of the Trust Tax Return electronic lodgment in its investment portfolio software solution, Simple Invest 360.

“It’s nice when you are first to market with highly requested features” said Ron Lesh, BGL’s Managing Director. “While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the Trust Return, and I am incredibly proud of them.”

“The Trust Tax Return functionality was released in two parts with the paper trust tax return and associated schedules released in February 2022” added Lesh. “This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360 today”.

Launched in June 2021, Simple Invest 360 is an end-to-end investment portfolio management solution for accountants and financial professionals. It automates the tedious tasks of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies or individuals. Simple Invest 360 integrates with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry leading paper to data solution.

“Many believe that Simple Invest 360 only keeps track of the investment” noted Lesh. “They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy. It’s the whole package and eliminates the need for cross platform management and reduces the risk of data discrepancies.”

For a live demonstration of Simple Invest 360, join our discovery webinar with Simple Invest 360 Product Manager, Andrew Paszko.
Click here to register

For more information, please visit www.bglcorp.com/simple-invest-360 

BGL appoints Brad Wilkinson as Head of Ecosystem

By BGL Update, CultureNo Comments

BGL is proud to announce the appointment of Brad Wilkinson as its new Head of Ecosystem.

“It’s fantastic to see the Team embrace opportunity and rise up the ranks at BGL” said Ron Lesh, BGL’s Managing Director. “We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek externally for senior Team members. Brad has been a valued and talented member of the BGL Team for 12 years and is perfectly suited to lead BGL’s Ecosystem Team into the future.”

As a certified SCRUM Master (CSM) with a Bachelor of Accounting, Banking and Finance, Brad is an experienced leader with a passion for software development and project management. Joining BGL in 2010, Brad has contributed significantly to BGL throughout his career with roles including Support Consultant, Data and Business Analyst and most recently, Product Manager – Connected Services. 

“In his role as Product Manager – Connected Services, Brad and his team were responsible for adding more than 250 data feeds, contributing to the 40,000+ daily transactions processed through BGL’s Ecosystem” added Lesh. “With Brad’s experience connecting the dots between data providers and BGL’s products CAS 360, Simple Fund 360 and Simple Invest 360, the Ecosystem Team is well positioned to continue to lead the industry in connectivity in the years ahead.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients. 

BGL appoints Jeevan Tokhi as Head of Simple Fund 360

By BGL Update, CultureNo Comments

BGL Corporate Solutions is proud to announce 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.

Simple Fund 360 and Simple Invest 360 Product Update – May 2022

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

Let’s start this update with some really EXCITING news!
Jeevan Tokhi has been appointed as the new Head of Simple Fund 360. Jeevan has been a BGL Team Member for over 17 years and will succeed Matt Crofts, who has moved on from BGL after 23 years to pursue a new opportunity in cryptocurrency – an area he is passionate about. We wish Matt all the best and congratulate Jeevan on the new role!

We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update!

You can learn what’s new at our New Features Webinar on Tuesday 24 May 2022 from 11:00 to 12:00 AEST. Register now >>>
The full release notes can be found on the BGL Community >>>

What's New?

The Documents screen just got a whole lot better!
The Documents screen in Simple Fund 360 and Simple Invest 360 has a brand-new look and several handy new features including:

  • Document folders for each ledger account to help you organise and sort documents more efficiently
  • Financial year tabs making it easier to filter documents by financial year
  • A list of balances for each account for quick reconciliation from within the Documents screen
  • Drag and Drop functionality making it faster to move documents from one folder to another
  • Plus, more tagging and permission options for greater flexibility and control

The Documents screen is not only a fantastic end of financial year information source, but it’s now your daily documents manager!
Click here to learn more >>>

International Prices: Daily prices for NYSE Arca are now available in Simple Fund 360 and Simple Invest 360. NYSE Arca is an electronic securities exchange in the U.S. on which exchange-traded products (ETPs) and equities are listed. The exchange specialises in ETP listings, which include exchange-traded funds (ETFs), exchange-traded notes (ETNs), and exchange-traded vehicles (ETVs).

Wrap Feeds: Wrap feed provider, Mason Stevens, has migrated all their accounts to a new platform. To account for this, all existing wrap feeds for Mason Stevens have been updated in Simple Fund 360 and Simple Invest 360. Click here to learn more >>>

Exclusive to Simple Invest 360

Period Compliance: An option to reinvest distributions is now available for Unit Trusts. Click here to learn more >>>

New Letter: The new Unit Valuation Letter provides a summary of each beneficiaries’ unit holding reported on the beneficiaries Screen.
Click here to learn more >>>

New Report: The new Unit Holding Report (available to Unit / Hybrid Trusts) holds information about unit holdings for beneficiaries and transactions related to these unit holdings for the selected financial year. Click here to learn more >>>

Plus, many more new features and improvements. Don’t forget to check out the full release notes on the BGL Community >>>

Previous months’ release notes can be found below:

Check out our Resources Hub!
We provide Simple Fund 360 and Simple Invest 360 users with a myriad of resources and services which can be found in the Resources Hub. The Resources Hub provides practical stuff to help you in your Simple Fund 360 and Simple Invest 360 journey. Visit Resources Hub >>>