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BGL Corporate Solutions promotes Daniel Tramontana as CEO

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 21 December 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions promotes Daniel Tramontana as CEO

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, have announced the promotion of Daniel Tramontana to Chief Executive Officer (CEO). Ron Lesh will continue in his role as Managing Director.

“This is a momentous moment for BGL, the team, our clients and our community,” said Ron Lesh, BGL’s Managing Director. “I am incredibly proud and excited to see Daniel step into the CEO role on 1 January 2023.”

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible,” continued Lesh. “Starting in software support to helping BGL grow from 10 to over 200 people, Daniel has had his hand in every pie. BGL would not be where it is today without him.”

“I am privileged to have worked with someone of his calibre for such a long time. I have no doubt Daniel is the person to lead BGL into the future,” said Lesh.

Daniel Tramontana joined BGL in 1997 as a member of the Support Team. With a Bachelor of Computer Science & Accounting, Daniel added a new area of competency to BGL’s Support and Training Teams. Through his time at BGL, Daniel obtained a Master’s in Business Administration and a Six Sigma Black Belt while performing in roles including General Manager and, most recently, Chief Operating Officer (COO).

“After almost 26 years at BGL, I have been promoted to CEO of BGL Corporate Solutions,” said Daniel Tramontana. “This is truly an honour and a highlight of my life.”

“Software is at the core of what we do,” continued Daniel. “It’s the reason thousands of firms choose to transact with us. Our market-leading solutions will continue to evolve from strength to strength as we grow our presence in Australia and overseas. But clients stay at BGL because of our people, community and culture. My desire is for clients, prospects and the community to engage with us because of who we are, what we stand for, and the memorable moments we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.”

December 21, 2022
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BGL adds company tax return to 360 suite

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 15 December 2022
Click here to read on Accountants Daily website

The feature will allow clients to electronically prepare and lodge the return, the firm says.

BGL Corporate Solutions has added electronic lodgment of company tax returns to its Simple Invest 360 software.

BGL managing director Ron Lesh said it was an industry-first and the feature supported the 2022 annual tax return and associated schedules, which were populated automatically by Simple Invest 360’s CGT engine.

“With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 company tax return in Simple Invest 360, streamlining their compliance workflow,” he said.

The update also provided automatically generated reports such as a declaration of dividends, dividends paid minute report, a director’s report, and a dividend statement. BGL said clients previously had to manually create these supporting documents in Microsoft Excel or Word.

Simple Invest 360 product manager Andrew Paszko said: “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgement of the company tax return all in one user-friendly software.”

The Simple Invest 360 product aimed to provide an end-to-end investment portfolio management system for companies, individuals and trusts, BGL said, with this release adding to its capability.

The software also integrates with BGL’s CAS 360 and Simple Fund 360 systems.

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF, and portfolio administration software to over 8,000 businesses in 15 countries, with clients ranging from major accounting and law firms to financial planners and individual SMSF trustees.

December 15, 2022
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BGL adds the Company Tax Return to Simple Invest 360

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 13 December 2022
Click here to read on the XU Magazine website

BGL adds the Company Tax Return to Simple Invest 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the release of the electronic lodgment of the Company Tax Return in its investment portfolio software solution, Simple Invest 360.

“This is a fantastic achievement and another industry first for the Simple Invest 360 product team, and I am incredibly proud of them,” said Ron Lesh, BGL’s Managing Director.

“With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow.”

This latest release supports the 2022 Company Annual Tax Return and associated schedules. These are populated automatically by Simple Invest 360’s CGT engine. The release also includes automatically generated reports such as a Declaration of Dividends, a Dividends Paid Minute, a Directors’ Report and a Dividend Statement.

Previously, clients would have had to manually create all the supporting documentation in MS Word or Excel. Andrew Paszko, Simple Invest 360 Product Manager at BGL, said: “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgment of the Company Tax Return all in one user-friendly software.”

Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and trusts. It keeps track of investments, distributes profit, provides a complete set of financial reports and prepares trust and company tax returns with electronic lodgment to the ATO. Simple Invest 360 integrates with BGL’s CAS 360 and Simple Fund 360 solutions. It also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry-leading paper-to-data solution.

Want to see Simple Invest 360 in action? Click here to watch a demo.

December 13, 2022
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BGL adds the Company Tax Return to Simple Invest 360

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 13 December 2022
Click here to read on the Australian Fintech website

BGL adds the Company Tax Return to Simple Invest 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the release of the electronic lodgment of the Company Tax Return in its investment portfolio software solution, Simple Invest 360.

“This is a fantastic achievement and another industry first for the Simple Invest 360 product team, and I am incredibly proud of them,” said Ron Lesh, BGL’s Managing Director. “With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow.”

This latest release supports the 2022 Company Annual Tax Return and associated schedules. These are populated automatically by Simple Invest 360’s CGT engine. The release also includes automatically generated reports such as a Declaration of Dividends, a Dividends Paid Minute, a Directors’ Report, and a Dividend Statement. Previously, clients would have had to manually create all the supporting documentation in MS Word or Excel.

Andrew Paszko, Simple Invest 360 Product Manager at BGL, said, “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgment of the Company Tax Return all in one user-friendly software.”

Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals, and trusts. It keeps track of investments, distributes profit, provides a complete set of financial reports and prepares trust and company tax returns with electronic lodgment to the ATO. Simple Invest 360 integrates with BGL’s CAS 360 and Simple Fund 360 solutions. It also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry-leading paper-to-data solution.

Want to see Simple Invest 360 in action? Click here to watch a demo.

December 13, 2022
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BGL is proud to announce it has been recognised on the 2022 Australia’s Best Workplaces™ for Women List

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 08 November 2022
Click here to read on the XU Magazine website

BGL is proud to announce it has been recognised on the 2022 Australia's Best Workplaces™ for Women List

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce it has been recognised on the 2022 Australia’s Best Workplaces™ for Women List.

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“This is a fantastic achievement for BGL and recognises the teams’ passion and commitment to fostering an inclusive and equitable workplace culture” said Ron Lesh, BGL’s Managing Director. “BGL is one of only 30 organisations to receive this recognition following a survey of more than 20,000 female employees from Australia’s Great Place to Work ® Certified™
organisations.”

Presented by Great Place to Work®, the inaugural Best Workplaces for Women™ List highlights organisations across the country committed to fostering equity in the workplace and ensuring all employees feel safe, heard, challenged and valued.

“Our People and Culture team work hard to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment, and I’m extremely proud of them” continued Lesh. “We can only achieve BGL’s goals with inspired and passionate people that feel empowered to produce outstanding results for our clients.”

Nadine Freitag, People & Culture Manager at BGL, said: “This recognition means a lot to BGL. As a company operating in the technology sector, historically male-dominated, we are thrilled to know our female workforce feels equal and valued at BGL. Everyone here has worked hard to achieve this recognition, and we are excited for what’s next. So watch this space!”

In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace, Great Place to Work ® Certified™, and was recognised as the 6th best technology workplace in Australia and New Zealand in the 2021 AFR BOSS Best Places to Work List. With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL has also supported 36 staff to become accredited Mental Health First Aiders.

November 8, 2022
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BGL recognised on 2022 Australia’s Best Workplaces for Women List

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 08 November 2022
Click here to read on the Australian Fintech website

BGL recognised on 2022 Australia's Best Workplaces for Women List

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce it has been recognised on the 2022 Australia’s Best Workplaces™ for Women List.

“This is a fantastic achievement for BGL and recognises the teams’ passion and commitment to fostering an inclusive and equitable workplace culture,” said Ron Lesh, BGL’s Managing Director. “BGL is one of only 30 organisations to receive this recognition following a survey of more than 20,000 female employees from Australia’s Great Place to Work Certified™ organisations.”

Presented by Great Place to Work, the inaugural Best Workplaces for Women™ List highlights organisations across the country committed to fostering equity in the workplace and ensuring all employees feel safe, heard, challenged, and valued.

“Our People and Culture team work hard to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment, and I’m extremely proud of them,” continued Lesh.

“We can only achieve BGL’s goals with inspired and passionate people that feel empowered to produce outstanding results for our clients.”

Nadine Freitag, People & Culture Manager at BGL, said, “This recognition means a lot to BGL. As a company operating in the technology sector, historically male-dominated, we are thrilled to know our female workforce feels equal and valued at BGL. Everyone here has worked hard to achieve this recognition, and we are excited for what’s next. So, watch this space!”

In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace, Great Place to Work Certified and was recognised as the 6th best technology workplace in Australia and New Zealand in the 2021 AFR BOSS Best Places to Work List. With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL has also supported 36 staff to become accredited Mental Health First Aiders.

November 8, 2022
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BGL’s corporate compliance course registrations explode!

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 24 October 2022
Click here to read on the Australian Fintech website

BGL's corporate compliance course registrations explode!

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to have trained 1,350 people in its free Company Secretary 101: A Beginner’s Guide live online training course.

“This is a huge achievement for the BGL Training Team, and everyone involved,” said Ron Lesh, BGL’s Managing Director. “We offered this free online training course to help those new to the company secretary role and were delighted to see over 1,700 people register and 1,350 attend the live session held on 18 October 2022.”

BGL’s Company Secretary 101: A Beginner’s Guide free online training is for new ASIC registered agents, accountants, and administrators or those wanting to refresh their skills and provides attendees with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary. Over 76% of people registered for Company Secretary 101: A Beginner’s Guide attended the live online training course.

“Given the success of this free online training course, BGL has decided to run a live session every quarter while also providing the webinar recording on-demand,” continued Lesh. “We want to ensure everyone has an opportunity to learn and grow in this space.”

“With over 30 years of experience in the corporate compliance space, BGL is committed to sharing its knowledge and expertise with the community to help pave the way for the next generation of company secretaries and administrators,” concluded Lesh.

Anthony Costa, Training Manager at BGL, said, “This course was great for participants to gain an overview of company secretary duties, so they may better grasp their roles and responsibilities. The next step for participants is to attend BGL’s Live Online Product Training for its innovative company compliance and trust management software, CAS 360, scheduled in October and December 2022.”

For more information, visit https://www.bglcorp.com/hub/training/

October 24, 2022
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