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BGL appoints Adriana Cavallo as Head of Customer Experience (APAC)

By BGL Update, CultureNo Comments

BGL is proud to announce the appointment of Adriana Cavallo as its Head of Customer Experience (APAC).

“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”

A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success. 

“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”

“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”

“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”

Simple Fund Desktop end of product life date set

By BGL UpdateNo Comments

The end of life for Simple Fund Desktop will be on 31 December 2022.

Earlier this month, BGL advised its clients that the end of life for Simple Fund Desktop will be on 31 December 2022.

This is truly the end of an era...

Launched in 1997, Simple Fund Desktop changed the game when it came to SMSF administration, offering an alternative to completing calculations in Excel and very manual and cumbersome processing and report generation through general ledger software.

However, with a number of significant changes to superannuation law in 2021, BGL made the difficult decision not to implement these changes in Simple Fund Desktop. Instead, focusing its resources and development on its award-winning cloud solution, Simple Fund 360.
Continue to blog post >>> 

What does this mean?

  • Support and the ability to log support calls for Simple Fund Desktop will cease.
  • Clients will no longer be able to renew their Simple Fund Desktop subscription.
  • Clients will have access to Simple Fund Desktop until their subscription expiry date.
  • Clients will still have access to the BGL Wiki until their subscription expiry date.
  • BGL’s Client Success Team is here to assist clients with migration to Simple Fund 360.

What's next? Simple Fund 360!

Simple Fund 360 is the natural progression for Simple Fund Desktop clients. Migration is easy with our dedicated onboarding specialists and extensive resources and services available to help clients with their journey:

  • Migration of all data and reports from Simple Fund Desktop to Simple Fund 360.
  • Comprehensive learning resources to help clients get started.
  • A support team to deliver technical product help when clients need it.
  • A dedicated Account Manager to be clients’ go-to person at BGL.

Click here to watch our webinar recording: Migrating from Simple Fund Desktop to Simple Fund 360.

To learn how easy it is to migrate from Simple Fund Desktop or if you would like to discuss these changes, please reach out to your Account Manager today.

BGL offers FREE corporate compliance training

By BGL UpdateNo Comments

BGL is proud to offer free corporate compliance training for ASIC registered agents, accountants and administrators.

“We’re excited to offer this free live training course to help those new to a company secretary role find their feet in a complex and ever-changing compliance landscape,” said Ron Lesh, BGL’s Managing Director. “BGL has over 30 years of experience in the corporate compliance space and has developed this course to share its knowledge and expertise with the community and help pave the way for the next generation of company secretaries and administrators”.

Warren Renden, Head of CAS 360 at BGL, said: “We developed CAS 360 to be the complete tool for managing company compliance requirements. This new training course will give participants an overview of company secretary duties, so they may better grasp their roles and responsibilities.”

BGL’s Company Secretary 101: A Beginner’s Guide live online training course is ideal for new ASIC registered agents, accountants and administrators or those wanting to refresh their skills and will provide attendees with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary. The course is complimentary for all and provides attendees with 2 CPD hours.

A company secretary has an essential role in governing and monitoring how a company operates to ensure the company is compliant with Australian corporate law. It involves maintaining a registered office and reporting any changes for the company to ASIC. Because of this critical role, a company secretary is subject to several legal obligations and duties.

To learn more about BGL’s Company Secretary 101: A Beginner’s Guide live online training course or to register, visit www.bglcorp.com/company-secretary-course.