Skip to main content
search
Category

BGL Update

BGL announces new head office in Canterbury

By BGL UpdateNo Comments

BGL is proud to announce the opening of its new head office in Canterbury, Victoria, Australia.

“This relocation marks a significant milestone in BGL’s journey,” said Ron Lesh, BGL’s Founder/Director. “It’s a symbol of our evolution — a reflection of our growth, our unwavering commitment to our people and delivering exceptional service and innovations to our clients.”

The move comes after 26 years at BGL’s Brighton East location, where the team expanded from just 10 people to over 200 and launched many of its world-leading solutions, including CAS 360, Simple Fund 360, Simple Invest 360, BGL SmartDocs 360 and BGLiD.

With innovation at its core, BGL continues to invest in its people and technology to empower the accounting and corporate compliance industries and enhance client experiences. Recent highlights include a new partnership with Xero to deliver a brilliant time-saving accounting workpapers solution exclusively to Xero’s accounting and bookkeeping partners and expanding its premier annual accounting and technology roadshow, BGL REGTECH 2025, to the Gold Coast. 

“Our time in Brighton East laid the foundation for who we are today,” added Daniel Tramontana, BGL’s Chief Executive Officer. “Now, Canterbury represents where we’re headed — expanding our capabilities, supporting a growing team and client base while delivering connected, intelligent and scalable solutions.” 

BGL’s global footprint has expanded significantly in recent years. With CAS 360 now supporting clients in Hong Kong, New Zealand, Singapore and the United Kingdom, the company continues to deliver region-specific solutions tailored to local regulatory requirements. 

“Client experience is at the heart of everything we do,” said Tramontana. “Whether through intuitive software, real-time support or regional events, we’re here to help our clients thrive — wherever they are in the world.”

May 21, 2025
Love0

Xero partners with BGL to deliver time-saving workpapers solution for accountants and bookkeepers

By BGL UpdateNo Comments

New workpapers solution will save time finalising client accounts and preparing tax returns on Xero

Xero, the global small business platform, today announced a partnership with leading compliance management and AI-powered paper-to-data software provider BGL Corporate Solutions to introduce a new workpapers solution exclusively for Xero accounting and bookkeeping partners.

This will allow the direct import of client bookkeeping data from Xero, reducing manual entry through the automation of data flows, helping partners to save time in finalising client accounts, preparing tax returns and financial statements.

“Weʼve listened to feedback from our accounting and bookkeeping partners and this partnership is an exciting opportunity to combine Xeroʼs robust accounting and tax features with BGLʼs leading compliance expertise. Our accounting and bookkeeping partners will have a workpapers solution that will simplify how they manage their compliance workflows,” says Angad Soin, Xeroʼs Managing Director, Australia and New Zealand and Global Chief Strategy Officer. “Deeply integrated with Xeroʼs platform, this solution will make preparation, review and completion of workpapers seamless all in one platform, which will mean less manual work, fewer errors and a faster turnaround time on client jobs.”

The new workpapers solution will be integrated into Xeroʼs compliance and practice tools in the coming months, offering connectivity with Xero subscriptions, Xero Tax, reporting, as well as client records and staff permission management from practice tools.

BGL is a leading provider of company compliance, self-managed superannuation fund, investment management, identity verification and Al powered paper-to-data software solutions for accounting and financial services.

“As a Xero ecosystem app partner since 2018, BGL is well positioned to launch this new workpapers solution with Xero,” said Daniel Tramontana, BGLʼs Chief Executive Officer.

“Together, we will develop a workpapers solution that will accommodate the diverse needs of accounting practices of all sizes to minimise manual data entry, and generate efficiencies in completing client accounts and preparing tax returns.”

Xero accounting and bookkeeping partners in Australia will have the opportunity to gain early access to the new workpapers solution in the coming months for feedback, with an initial product launch to follow, and subsequent release for practices in New Zealand and the UK.

April 29, 2025
Love0

Simple Fund 360 and Simple Invest 360 Product Update – 10 April 2025

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Sidebar Menu

A new and optional menu is available for Simple Fund 360 and Simple Invest 360 based on analytics and users’ workflows. You can keep the current sidebar menu if you like or try the new one. Learn More

Consolidated Reporting 

User roles have been updated to include a view-only access status and another that allows both view and edit permissions. Learn More

Corporate Actions

The PMV and MYR calculators and instructions have been added. The SUN return of capital has been updated to include special dividends. Learn More

Corporate Actions
4 new mergers have been added to Corporate Actions:

  • LVH: 3 March 2025

  • RHK: 27 February 2025

  • HPI: 4 March 2025

  • LTM: 16 March 2025

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

April 16, 2025
Love0

BGL Subscription Fee Increase – Effective 1 July 2025

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

BGL Subscription Fee Increase – Effective 1 July 2025

BGL will increase its Simple Fund 360 and Simple Invest 360 software subscriptions from 1 July 2025.

It has been 2 years since the last Simple Fund 360 subscription increase on 30 June 2023 and 6 years since the Bank Data and Share Data Pack Add-Ons Subscription Increase on 1 July 2019. This is the first Simple Invest 360 fee increase since its launch in 2021. 

During this time, our team has worked tirelessly to improve your software and deliver even greater value to your business. With update releases every 3 weeks, we’ve introduced hundreds of new features, enhancements and compliance changes to keep you ahead. Including:

Fee Increases

The below Simple Fund 360 and Simple Invest 360 software subscription fee increases are effective from 1 July 2025. 

Base Subscriptions

Simple Fund 360 Professional Edition
• Current: $120 per fund per annum + GST.
• From 1 July 2025: $130 per fund per annum + GST.

Simple Invest 360 Professional Edition
• Current: $100 per entity per annum + GST.
• From 1 July 2025: $110 per entity per annum + GST.

Subscription Add-Ons 

Bank Data Service
This add-on provides bank data from all major banks, including open banking.
• Current: $40 per entity per annum + GST.
• From 1 July 2025: $45 per entity per annum + GST.

Share Data Pack
This add-on provides data from all major Australian brokers and leading registries.
• Current: $40 per entity per annum + GST.
• From 1 July 2025: $45 per entity per annum + GST.

Our Commitment To You

We remain committed to delivering the best service, products and engagement to you and your business. These fee increases ensure we can continue delivering exceptional value and ongoing enhancements.

We appreciate your support and look forward to helping you succeed with Simple Fund 360 and Simple Invest 360.

For any questions regarding these changes, please contact your BGL Account Manager.

April 14, 2025
Love0
Close Menu