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CAS 360

CAS 360 Product Update – 1 February 2024

By BGL Update, BGLiD, CAS 360No Comments

What's New?

BGLiD
The verified ID name and date of birth have been added to the ID Verification Report. Learn More

Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!

User Roles
The user role “Import data from Governing Body” is now available in user permissions. This enables administrators to limit the import of RA72 company data from ASIC. Learn More

Company Subclass
When a Company Type is Public and Company Class is Limited by Shares, the dropdown of Company Subclass in the General Details tab will now provide the following options:

  • Listed
  • Unlisted
  • Unlisted Superannuation Trustee Company
  • Unlisted Non-Profit Company 
  • Section 150 license
  • Section 383 License (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)
  • Section 383 License Superannuation Trustee Company (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)

The dropdown of Company Subclass in the Comparison Report screen has also been updated to display the same set of options as mentioned above. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

CAS 360 Product Update – 18 January 2024

By BGL Update, BGLiD, CAS 360No Comments

What's New?

BGLiD Request Multiple ID Sources
BGLiD now provides the ability to have two different forms of ID for verification. This option adds a third ID method (Medicare card) in addition to driver’s licence and passport. Please note the Medicare card is only available when two verification sources are required. Learn More

BGLiD Automatic Re-Try
In the event of a failed ID verification attempt by a client, BGLiD will automatically email the contact notifying them of the unsuccessful verification and request they retry (at no additional cost). Learn More

BGLiD Email Reminders
Automated email reminders can be sent up to 7 days after initiating an ID request. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Email Confirmations
After successful ID verification, automated email confirmations can be sent to the contact and the requester. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Preferred ID Source
A new dropdown list has been added to the Verify Identity screen providing the ability to select the preferred ID source if multiple ID types are linked to a contact. Learn More

Annual Return Validations
When a company is missing an ACN in CAS 360, the annual reports document production screen will now display a validation error message and prevent all download and send actions. Learn More

Member Register
The Register of Members has been added to Document Production for all shareholder transaction changes for other jurisdictions. Learn More

Report Improvements
The Company Listing, Compliance Status Listing and Director ID reports now display all partners and managers in the report when the company has multiple partners/managers. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

BGL Masterclass returns March 2024

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

BGL is proud to announce the return of its BGL Masterclass roadshow event in March 2024.

“We’re so excited to hit the road and connect with our incredible clients face-to-face,” said BGL’s Chief Executive Officer, Daniel Tramontana. “The BGL Masterclass is an absolute must-attend for BGL CAS 360, Simple Fund 360 and Simple Invest 360 clients seeking a deeper understanding of their software and how they can boost productivity.”

The BGL Masterclasses will be presented by an all-star lineup of BGL experts featuring Andrew Paszko, Simple Invest 360 Product Manager, Jeevan Tokhi, Head of Simple Fund 360 and Warren Renden, General Manager – CAS 360, Ecosystem and Brand. 

The event will cover new and key features and their benefits, best practices and processes, essential BGL Suite integrations and time-saving tips, tricks and shortcuts. Plus, attendees will get an exclusive sneak peek at BGL’s product roadmaps.

Warren Renden, General Manager – CAS 360, Ecosystem and Brand at BGL, said, “The BGL Masterclass is not just an event – it’s an interactive and immersive learning experience for our clients. We are beyond excited to showcase our latest features and their benefits, ensuring our clients have the skills and knowledge to unlock the full potential of their BGL software. The purpose of the Masterclasses is to help our clients improve their skills and knowledge. That’s why we offer many learning resources, including the BGL Masterclass and BGL REGTECH events, live and on-demand online product training, webinars, education weeks and more!”

The BGL Masterclass will take place in Adelaide (05/03), Perth (06/03), Sydney (19/03), Brisbane (20/03) and Melbourne (26/03).

For more information and to reserve your place, visit www.bglcorp.com/bglmasterclass

BGLiD is now available to CAS 360 clients!

By BGL Update, BGLiD, CAS 360No Comments

Simplify your client identity verification processes with CAS 360 and BGLiD!

Are you able to easily verify client identitwithout the old copy and paste?

Introducing BGLiD, our latest solution that will simplify your identity compliance requirements!

What is BGLiD?

BGLiD is a client identity verification solution fully integrated with CAS 360, our market-leading company, trust and AML management solution.

✅ No setup or training required for CAS 360 clients.
✅ Straightforward pricing with no minimum commitments*
✅ Use your existing CAS 360 contact data OR;
✅ Request information from your client with just a few mouse clicks.
✅ Receive client identity verification results in seconds.
✅ Key verification sources include Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases.
✅ Powered by FrankieOne.
✅ CAS 360 is trusted by over 3,300 firms with almost 900,000 companies worldwide!

BGL will integrate BGLiD with its Simple Fund 360 and Simple Invest 360 software solutions in the not too distant future.

* Access to BGLiD is available through BGL’s CAS 360 software. A fee is charged for each client identity verification (debited monthly). There are no monthly minimums or fixed service fees. Click here for BGLiD fees. Click here for CAS 360 software subscription fees.

If you’re already a CAS 360 client, follow the link below for instructions on how to get started with BGLiD!

Get Started!

If you’re not a CAS 360 client, but wish to implement BGLiD, talk to us or invest in CAS 360 to kickstart the process.

Contact Us!

Watch our webinar: Everything you need to know about BGLiD

BGL updates integration with MYOB GreatSoft

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

BGL is proud to announce the release of its enhanced integration with leading business management platform MYOB GreatSoft practice management.

“We are excited to roll out our new and improved two-way practice management integration with GreatSoft,” said BGL’s Managing Director Ron Lesh. “This integration streamlines the management of company, SMSF, trust, and individual client and contact data across four apps in a single database. This eliminates the need for manual and duplicated data entry, freeing up valuable time and resources for clients.

Valantis Vais, Head of Product – Enterprise for MYOB, said, “Accounting Practices are struggling with an industry-wide shortage of Accountants, so reducing the amount of precious time wasted keeping data in sync between BGL’s suite of products and MYOB GreatSoft with a seamless 2-way workflow will help reduce pressure on the existing teams. Plus, this integration demonstrates our commitment to creating an Open Business Management Platform for Accountants.”

The new and improved two-way BGL Practice Management Integration (Version 2) connects MYOB’s GreatSoft practice management software with the BGL Suite, which includes company, trust and AML management software, CAS 360, SMSF administration software, Simple Fund 360 and accounting, investment and tax software, Simple Invest 360.

“The integration features client and contact level synchronisation, prompts to review a client/contact before syncing to an app and provides notifications for duplicate clients/contacts,” continued Lesh. “It also includes the ability to add clients/contacts in bulk, view client/contact relationships and change history. All clients/contacts can be searched and filtered in the Client List screen”. 

“So, if a client’s details change in the BGL Suite (CAS 360, Simple Fund 360 and Simple Invest 360), this change is automatically updated in GreatSoft,” added Lesh. “Also, when client or contact details change in any app, our company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.” 

BGL plans to extend this integration to other practice management partners.

BGL’s free and open API is used extensively across the industry with 350+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.

Learn more about the BGL + GreatSoft Integration

About MYOB

MYOB is a leading business management platform in Australia and New Zealand, providing solutions to streamline key business workflows, from finance and inventory management to employee onboarding and payroll. With a core purpose of helping more businesses with 0 to 1000 employees in Australia and New Zealand start, survive and succeed, MYOB offers a richly curated, integrated and flexible platform that enables a business to make better decisions, unlock its full potential and confidently grow. For more information visit myob.com or follow MYOB on LinkedIn. For more information about MYOB’s Greatsoft solution, please visit GreatSoft: A Cloud Practice Management Solution For Growing Accounting Firms (myob.com).

CAS 360 Product Update – 7 September 2023

By BGL Update, CAS 360No Comments

What's New?

BGLiD – BETA Release: BGLiD is now available in BETA! BGLiD is a simple client identity verification solution fully integrated with your CAS 360 software. With: 

  • No setup or training required for CAS 360 clients,
  • Straightforward pricing with no minimum commitments,
  • The ability to use your existing CAS 360 contact data, OR
  • Request information from your client in a few clicks, and
  • Instant client identity verification results!

BGLiD validates IDs across various datasets, including Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases to verify an individual’s identity and is powered by FrankieOne

Want early access?

Learn more and register your interest in BETA!

Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More

Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:

  • Freeform Director Minutes/Resolutions 
  • Freeform Shareholder Minutes/Resolutions 
  • Freeform Documents Company 

Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:

Stay tuned for future releases!

Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn