BGL is proud to announce the release of its new two-way integration with Xero Practice Manager (XPM).
Here are three things that I hope you find of value: One Industry news, One BGL news, and One tool to help your firm.
Jim Chalmers announced that the government would be looking to implement the 120% tax deduction for small businesses that invest in training and digital uptake. Furthermore, they are looking to backdate this to the 29th of March.
This means that as long as your firm has an annual turnover of less than $50 million and invests in digital technology by 30 June 2023 the tax deduction can be claimed. A good accountant will tell you that it never makes sense to spend just for the sake of receiving a deduction. But as the old saying goes, you need to spend money to make money, right?
At BGL it was business as usual, as we won the SMSF Adviser 2022 award for Best SMSF Software Provider. This award is especially coveted by the SMSF software space as it relies on accounting firms actually casting their votes rather than the advertising spend allocated to whoever is running the award.
If you need a high impact on efficiency with a low cost of implementation, look no further than BGL’s Share Data Pack – which is available as an “add-on” for BGL’s Simple Fund 360 and Simple Invest 360 Professional Edition software subscriptions at just $40 plus GST per fund/entity, per annum (Learn More). The Share Data Pack will:
For anyone that has spent time logging into the share registry by each single investment, inputting HIN and postcode to check that unit balances are correct, they will know that having all that information available on-screen and up to date is a lifesaver.
Furthermore, recent updates mean that now the investment balances are updated within minutes of an order being executed by the broker. Did somebody say real-time data?
For a detailed explanation of BGL’s Share Data Pack, watch our webinar recording at https://youtu.be/G15CRnDt1gY.
Otherwise, simply click watch our quick video below!
BGL is proud to again be the recipient of the SMSF Adviser Software Provider of the Year award. Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review.
We are excited to announce another sensational update for CAS 360! Including the major feature Automated Document Reminders!
“It’s fantastic to release another highly anticipated feature,” said Ron Lesh, BGL’s Managing Director. “Set and forget document reminders will make following up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!”
“Traditionally, company professionals have used spreadsheets and calendars to track documents sent by email or snail-mail to their clients for signing, approval or some other action,” continued Lesh. “Sending consistent document reminders is crucial to avoid late lodgment penalties, but without automation, the process is tedious and time-consuming.”
“When a document is prepared in CAS 360, CAS 360 will automatically create reminders to be sent to their client,” said Lesh. “Clients have complete control, selecting the date and time of each reminder, if the reminders are sent by email, SMS or both, the email/SMS template, who the sender is and who the reminders go to.”
“When set, the document reminders appear as pending in the Document Deadline Alert and can be managed in CAS 360’s Pending Outbox screen,” added Lesh. “Once a document is lodged, the pending reminders are disabled. Plus, it’s easy to customise the reminders based on the needs of the client and toggle them on or off when required. It’s an excellent and well thought out feature which will save our clients heaps of time.”
“When a client logs in to the product, CAS 360 will show an Automation Report that details the automated tasks CAS 360 completed since their last login. It’s CAS 360 doing the manual work for you,” Lesh noted.
This automated document reminder functionality comes just months after BGL released its automated debt reminders in CAS 360, which sends automatic reminders to clients for outstanding debts to ASIC. “For anyone still manually tracking documents or debt and sending follow-ups to their clients, these features are game-changers,” noted Lesh.
CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future.
We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update!
BGL is proud to announce its company compliance management software, CAS 360, now integrates with cloud document management software, SuiteFiles.
BGL is proud to announce it now has over 700,000 companies managed by over 2,700 firms on its company compliance solution, CAS 360.
BGL is proud to announce the electronic lodgment of PAYG payment summaries to the Australian Taxation Office (ATO) is now available in its SMSF administration software, Simple Fund 360.
We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update!
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