BGL Update

BGL REGTECH brought together 2,000+ professionals in six Australian cities through August 2026 for a half-day experience packed with product announcements, industry insight and genuine connection. From Perth to Brisbane to Melbourne, the roadshow united the accounting, advisory and the SMSF community at a time of significant regulatory and technological change. 

This year’s event, rated 4.54/5 stars by attendees, featured sessions from BGL’s leadership team, including Founder Ron Lesh, Chief Executive Officer Daniel Tramontana and Chief Product Officer Jeevan Tokhi, alongside industry experts Peter Moore, Head of Advisory and M&A at Ashfords and Lielette Calleja, Director at businessDEPOT. Together, they tackled the future of advisory, the role of AI in the accounting profession and the evolving regulatory landscape shaping practices across Australia.

“BGL REGTECH 2026 was everything we hoped it would be and more” said Daniel Tramontana, Chief Executive Officer at BGL. “To everyone who attended, thank you for showing up and being part of the conversations that matter. To our speakers, thank you for bringing your expertise and generosity to every room. To our sponsors and partners, your continued support is what makes this event possible year after year.”

BGL REGTECH 2026 welcomed an outstanding lineup of 30 sponsors and partners, including Diamond Sponsor Xero, Platinum Sponsors The Access Group and Macquarie, as well as Gold, Silver, Bronze, Coffee and Media sponsors from across our ecosystem. Their presence on the expo floor gave attendees direct access to the tools and teams shaping the future of accounting technology in Australia.

This year also marked the return of the BGL Online Summit, a free series of exclusive webinars hosted in partnership with XU Magazine and leading ecosystem partners, including Xero, Act2, FuseSign, ASF Audits, The Gap, Bell Financial, Karbon and Registry Direct. Running for two weeks in July and August, the BGL Online Summit extended the conversation beyond the roadshow, giving professionals across Australia the flexibility to engage with the industry from wherever they are.

“This time of year is always a highlight for our team” said Jeevan Tokhi, Chief Product Officer at BGL. “Seeing the energy in the room when we share what we have been building and what is coming next is incredibly motivating. The curiosity and enthusiasm from attendees this year pushed us to keep raising the bar and we are already excited about what we are working on.”

BGL thanks our clients, partners, speakers and attendees who made BGL REGTECH 2026 a sensational event for the community. We look forward to seeing everyone again in 2027.

BGL Online Summit is a free series of exclusive webinars that brings together BGL and leading ecosystem partners to share practical insights across the accounting and REGTECH industries.

Running from 21 July 2026  to 5 August 2026, featuring practical sessions hosted in partnership with some of the industry’s most recognised technology providers, including Act2, ASF Audits, Bell Financial, FuseSign, Karbon, Registry Direct, The Gap and Xero.

Each session focuses on how leading tools and platforms are applied in practice, from compliance and workflow automation to client management and beyond. Sessions run for 45 minutes and are completely free to attend, giving professionals across accounting and advisory a practical, accessible way to stay connected to what’s changing in the industry.

Topics across the series span AI-powered audit and practice management, registry and compliance integration, equities portfolio construction for advisers, e-signature workflows and how firms can become trusted advisers in an increasingly automated landscape.

“The industry is moving fast and firms are making real decisions on how they operate” said Daniel Tramontana, Chief Executive Officer, BGL. “The BGL REGTECH 26 Online Summit gives professionals immediate access to the people and platforms helping firms stay ahead.”

The Online Summit is proudly brought to BGL’s community by Xu Magazine.

Sessions running this week and beyond:

• 21 July 2026, 10:00 – 10:45 AEST | Registry Direct x BGL | Register Now
  Full-circle registry compliance with Registry Direct, BGL CAS 360 and Xero
• 22 July 2026, 10:00 – 10:45 AEST | ASF Audits x BGL | Register Now
  The Future of SMSF Auditing: AI, Automation and BGL Integration with ASF Audits
• 23 July 2026, 10:00 – 10:45 AEST | The Gap x BGL  | Register Now
  Beyond Compliance: Using AI to Become the Trusted Advisor Your Clients Actually Need
  
• 28 July 2026, 10:00 – 10:45 AEST | Bell Financial x BGL | Register Now
  Equities Portfolio Construction Strategies for Advisers 
• 30 July 2026, 10:00 – 10:45 AEST | FuseSign x BGL | Register Now
  Stop Chasing Signatures: How BGL x FuseSign Simplifies Compliance
• 3 August 2026, 10:00 – 10:45 AEST | Karbon x BGL | Register Now
  The future of accounting practice management: Exploring Karbon’s AI-powered Platform
• 4 August 2026, 10:00 – 10:45 AEST | Act2 x BGL | Register Now
  Exploring how pensions don’t solve everything with Act2
• 5 August 2026, 10:00 – 10:45 AEST | Xero x BGL | Register Now
  Xero Partner Hub as the central, connected practice experience 

All sessions are free to attend. Register now at https://www.bglcorp.com/online-summit/

The integration with Simple Fund 360 and Simple Invest 360 enables quarterly holding balances and dividend/distribution statements for ASX-listed securities to flow directly into Simple Fund 360 and Simple Invest 360, removing the need for registry logins and manual downloads.

With the addition of Automic Group, BGL clients have access to ownership and holding data for more than 2,280 ASX-listed companies and trusts, extending registry coverage for approximately 97% of the ASX.

“More than half of all SMSFs in Australia are administered using Simple Fund 360, so the scale of this truly matters” said BGL’s Chief Executive Officer, Daniel Tramontana. “We now have 97%+ registry coverage with data delivered automatically to our clients. This means less manual work, fewer errors and more time back for every accounting firm using our platform.”

“This integration addresses one of the most time-consuming tasks in SMSF administration” said BGL’s Chief Product Officer, Jeevan Tokhi. “For firms managing direct equities, collecting accurate holding data has traditionally required logging in to each share registry, downloading individual statements and manually reconciling balances each quarter. BGL clients no longer need to do this tedious task.”

“BGL serves over 50% of the businesses that administer SMSFs, so connecting with BGL made a lot of sense for us” said Automic Group’s Chief Commercial Officer, Richard Thomas. “Our proprietary, API-native platform enables seamless data flow without manual intervention, reducing errors and ultimately delivering a better experience for the end client.”

For BGL users, this integration provides:

• Automatic retrieval of quarterly holding balances for ASX securities
• Automatic delivery of dividend, distribution and AMMA statements into the Document and Workpapers screens
• Visibility of registry data alongside ledger balances in the Balance Review screen
• Support for unlimited HINs and SRNs per entity
• No disruption to existing workflows

Once connected using an entity’s HIN or SRN, BGL automatically retrieves holding data each quarter. For Registry Data subscribers, all available balances and statements for the 2026 financial year (July 2025 to June 2026) will be populated during April 2026.

For more information, please visit www.bglcorp.com.