The integration delivers an automated daily data feed from Swyftx into BGL’s Simple Fund 360 and Simple Invest 360 platforms.
The integration delivers an automated daily data feed from Swyftx into BGL’s Simple Fund 360 and Simple Invest 360 platforms.
BGL REGTECH 2026 is Australia’s premier accounting and technology roadshow, with 2,000+ professionals attending nationally and a 4.6/5 attendee rating in 2025.
As regulation and technology continue to evolve, BGL REGTECH is designed to help firms stay ahead of the curve with real-world insights setting a clear direction for the future.
“The pace of change across our industry continues to gather pace. Firms are making real decisions about how they want to operate in the future and the technologies they wish to adopt” said Daniel Tramontana, Chief Executive Officer, BGL. “BGL REGTECH brings those conversations together, giving firms practical insights, real examples and the clarity they need to move forward with confidence.”
“BGL REGTECH 2026 is also an opportunity to reconnect with the industry, share what’s new and continue the conversations that truly matter” added Tramontana.
BGL REGTECH 2026 will bring the BGL leadership, industry speakers and firms together to share how the industry is evolving and how those changes are being managed in practice.
The event is designed for professionals across the accounting, advisory and SMSF industries as well as those responsible for technology, compliance and practice operations. Each event combines expert-led sessions, product updates and dedicated time for networking and engaging with our industry partners.
Event dates and locations:
Places are limited. Register now at bglregtech.com to secure your free ticket.
All newly regulated businesses, including accounting firms, must enrol with AUSTRAC by this date. Enrolment is open now through AUSTRAC Online.
BGL will release BGL Firm Verify, a new cloud-based compliance platform designed to help businesses meet their obligations under the AML/CTF Act.
The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.
Automic Group Registry Data
The integration with Automic Group enables BGL to retrieve quarterly holding balances and automatically download dividend, distribution and AMMA statements into the Document and Workpapers screens.
SmartDocs – Bank Statement
Bank statement processing in Fast Data Entry now supports a wider range of transaction formats and improves account name recognition, resulting in greater accuracy in the Documents screen.
Asgard to BT Panorama Migration
The migration of Asgard accounts to BT Panorama is now complete in Simple Fund 360 and Simple Invest 360. Asgard will continue to provide the final annual distribution and income tax data for the 2026 financial year. This is typically received by October, after which the data feed will be deactivated.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
BGL has announced the promotions of Adriana Cavallo and Damien Gunatillake, who will now lead BGL’s Customer Experience (CX) operations globally.
BGL is proud to announce a new integration between Simple Fund 360, Simple Invest 360 and Betashares Direct.
BGL has announced the promotions of Adriana Cavallo and Damien Gunatillake, who will now lead BGL’s Customer Experience (CX) operations globally.
BGL will highlight Division 296 as a key focus of its SMSF Roadmap at the 2026 SMSF Association National Conference.
The team has released the latest update of Simple Fund 360 and Simple Invest 360. The following are the new features and enhancements included in this update.
Computershare Registry Data
Payment and DRP advice is now automatically imported, tagged and filed in Documents and Workpapers, reducing manual steps and eliminating the need to request Documents from Trustees.
Strategy Builder
BGL now integrates with Strategy Builder to simplify SMSF investment strategy for trustees and professionals, with guided tools that clearly document goals, risk and investment decisions.
Macquarie Bank Statements Import
Macquarie Bank June 2025 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.
Members Statement / Consolidated Members Statement
The Members Statement / Consolidated Members Statement have been updated to clearly distinguish between Tier 1 and Tier 2 beneficiaries listed under death benefit nominations.
Sidebar Menu
The sidebar menu has been updated based on client feedback to improve usability and support a smoother workflow.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
GM – Product
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
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