We’re excited to share another exciting Simple Fund 360 and Simple Invest 360 update!
We’re excited to share the latest CAS 360 update!
We’re excited to share another exciting Simple Fund 360 and Simple Invest 360 update!
BGL’s Integration with Compare n Save marked a significant advancement for advisors, accountants, and other BGL clients, granting them access to compare…
We’re excited to share the latest CAS 360 update!
Government ID Hover
The BGLiD Government ID hover has been redesigned to include the full name and date of birth used for the verification and the verified ID documents. Learn More
Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!
Consent to Act Letter
Director ID information has been added to the Consent to Act document template for an incoming director. Learn More
How to apply for the Director ID
The ASIC ‘How to apply for the Director ID’ document has been updated in the following document production screens:
Plus, many more new features and improvements.
Stay tuned for future releases!
Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We’re excited to share another exciting Simple Fund 360 and Simple Invest 360 update! Leveraging generative AI technology with capabilities similar to those found in ChatGPT, the AI assistant will analyse Balance Sheets…
BGL integrates Simple Fund 360 with Australia’s largest SMSF Auditor, ASF Audits, to streamline the audit workflow for SMSFs.
BGL is using generative AI to provide clients with a simple financial analysis of their financial statements in Simple Fund 360 and Simple Invest 360.
As we move into 2024 and beyond, I am truly honoured to be able to share with you our vision and commitment to you.
Before doing this, I want to express my gratitude for your support and belief in us as an organisation. Your trust and commitment to stand with us over the past three decades is something I do not take for granted. I am very humbled and I honour you for this. You have been foundational and at the same time, inspirational in helping us build the BGL of today.
I am particularly excited to present our WHY for 2024 and beyond.
Here goes…
“We imagine a BGL that empowers our people and community through innovation, connections and shared achievements.”
The full details of our HOW can be found here.
At BGL, we feel strongly about ensuring we have the proper inward and outward focus. Our commitment to our people, giving them space to dream and be the best versions of themselves, is paramount to our success.
Our passion and enthusiasm to deliver you the best service, products and engagement have never been greater. The many great ideas, product enhancements and initiatives we have planned for you will create moments and experiences that will leave you astounded.
This is what excites us!
I look forward to continuing the incredible journey ahead and to being of service to you and your team for many years to come!
Regards,
Daniel Tramontana
Chief Executive Officer
BGL Corporate Solutions
Connect with me on LinkedIn
We’re excited to share the first Simple Fund 360 and Simple Invest 360 update for 2024!
Documents and Workflow
Leverage BGL’s new generative AI technology and integrated Workflow module to automate job creation directly from the Documents screen! This feature works for any document with the AI suggesting the appropriate tasks. Learn More
BGL SmartDocs Email
When an email is received by BGL SmartDocs, its AI technology will evaluate if the email content can be used as accounting documentation, triggering accounting tasks, administration or other workplace-specific activities. If the content meets the criteria, the email is automatically converted to PDF and stored in the Document screen of the specific fund or entity. These PDF emails can also be attached in the Workpapers screen. Learn More
Audit Management screen
Track SMSF audits from start to finish with the new Audit Management screen. Update the audit status and store all documents manually or automatically allowing users to integrate with audit partners and other platforms. Once an audit is complete, easily update the annual return from the same screen. Learn More
This feature is exclusively available in Simple Fund 360.
Workpapers
Save time reconciling 85000 Tax Payable accounts with the new income tax reconciliation table. This feature will automatically populate the current year’s tax payable/refundable and instalment amounts, requiring only manual entry for adjustments to calculate the closing balance. Learn More
This feature is exclusively available in Simple Fund 360.
Workpapers
External document URLs (e.g., Sharepoint, OneDrive, FYI Docs, Dropbox, or Google Drive links) can now be attached in the Working Paper Detail section and Supporting Documents. Users can now also adjust the document order for Working Paper Details and Supporting Documents. Learn More
Workpapers
To view the list of transactions for each account for a Workpaper, the current year transactions can now be viewed within the Workpapers screen. Clicking on a transaction will open the entry in the Transaction screen. Learn More
Pension Commutation Wizard
Transactions posted using the Pension Commutation Wizard now clearly indicate whether they are partial or full commutations. This feature is exclusively available in Simple Fund 360. Learn More
Corporate Actions
10 mergers have been added to Corporate Actions. A warning message will now also be displayed if there is a future disposal or CGT event. Learn More
Reports
The Operating Statement now has the option to combine property expenses. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
Head of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We’re excited to share the latest CAS 360 update!
BGLiD
The verified ID name and date of birth have been added to the ID Verification Report. Learn More
Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!
User Roles
The user role “Import data from Governing Body” is now available in user permissions. This enables administrators to limit the import of RA72 company data from ASIC. Learn More
Company Subclass
When a Company Type is Public and Company Class is Limited by Shares, the dropdown of Company Subclass in the General Details tab will now provide the following options:
The dropdown of Company Subclass in the Comparison Report screen has also been updated to display the same set of options as mentioned above. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
The BGL Melbourne Office (HQ) will be closed on Friday, 26 January 2024 for the Australia Day Public Holiday. No live software support services will be available on this day.
For BGL cloud software clients, you can find help in the Resources Hub. For BGL Desktop software clients, the BGL Client Centre and BGL Wiki will be available for you as usual.
Please get in touch with us at 1300 654 401 or reply to this email if you require any further information.
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