
Around 100,000 SMSF directors still need to apply for their director ID despite the deadline passing two months ago.
Around 100,000 SMSF directors still need to apply for their director ID despite the deadline passing two months ago.
We are travelling the length and breadth of the country, attending a total of 13 locations. This is a fantastic opportunity to meet new and current clients, our ecosystem partners, and the accounting community to continue sharing the benefits of the BGL Suite (Simple Fund 360, Simple Invest 360 and CAS 360).
The last few months have released amazing features. Such as…
Company Tax Return, making it even easier for BGL clients to prepare and lodge tax returns in Simple Invest 360!
New two-way integration with Xero Practice Manager, allowing clients to efficiently manage client and contact data across four applications in a single database – a dream for any professional firm!
Automated document reminder in CAS 360, making the follow-up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!
Plus, much more to come…
Our team is kicking off the Xero Roadshow on the 7 February in Geelong and then working their way around the country. You can meet our BGL team at 13 of the 17 locations (sorry Albury, Cairns, Parramatta, and Wollongong)!
📍 7 February | Geelong (Carlos Issa)
📍8 February | Melbourne (Daniel Tramontana, Jesse Marmara, Nicole Truscott, and Rhys Davies)
📍 9 February | Narre Warren (Rocco Agostino) and Newcastle (Rhys Davies)
📍 14 February | Perth (Luca Ranellone and Jonathan Zeltzer)
📍 16 February | Adelaide (Jesse Marmara and Lilli Williams) and Canberra (Damien Gunatillake)
📍 20 February | Brisbane (Aaron Pantazis, Nicole Truscott and Peter di Stefano)
📍 21 February | Gold Coast (Aaron Pantazis and Peter di Stefano)
📍 22 February | Sydney (Adriana Cavallo and Lilli Williams)
📍 27 February | Sunshine Coast (Damien Gunatillake) and Hobart (Carina Muntean)
📍 28 February | Launceston (Carina Muntean)
Can’t make Roadshow this year? Don’t worry! In March, we will be hitting the road again for the BGL Masterclass, an excellent opportunity to deepen your knowledge of the BGL software. We will also be at AccountEx, where you have the chance to attend Daniel Tramontana and Ron Lesh’s speaking sessions!
We are looking forward to seeing you!
In a recently published survey conducted in the US by research house Greenwald Research on behalf of Edelman Financial Engines, there were some interesting insights regarding consumer attitudes to financial advice. I suspect that the results in Australia would be very similar.
If you’ve invested in crypto for the first time over the past two years, it’s likely that your investment is currently down from where you first bought in. Wondering why the price is stagnating? It’s called a crypto winter.
Following its recent award win, Ron Lesh discusses why customer support will always remain a critical focus for BGL as well as the company’s next big plans for its software.
With two months to the deadline, most company directors have yet to apply for their identifier and many remain confused about the system.
Directors have been warned that requirements to obtain a director ID also apply to resigned or deceased directors in some cases as the November deadline draws closer.
BGL and Rush Gold are proud to announce that the industry’s first and only gold bullion transaction integration for self-managed super funds (SMSF) is now live.
BGL Corporate Solutions has been recognised as an accredited Mental Health First Aid Skilled Workplace.
BGL is 1 of 165 organisations across Australia recognised as part of the Mental Health First Aid Australia Skilled Workplace Program, which was first introduced in 2018. The program aims to inspire positive change and celebrates organisations driving mental health literacy and competency skills.
“This is a great achievement” said Ron Lesh, BGL’s Managing Director. “Our people work tirelessly to provide award-winning software solutions and customer service for our clients. Supporting our team members’ mental health and wellbeing has never been more important. To have mental health and wellbeing deeply embedded in our culture is something I am so very proud of.”
“BGL has always been focused on the mental health and wellbeing of our team and we have implemented many initiatives to support our team members. One of which was to have all BGL leaders trained in mental health first aid,” added Lesh. “With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL had all our leaders trained as Mental Health First Aiders. This equates to 1 trained Mental Health First Aider for every 7 BGL team members.”
“This initiative alone has had an enormous positive impact on our leaders and our team members,” continued Lesh. “It has also positioned us to be recognised as a Great Place to Work.”
“Creating and sustaining a mentally healthy workplace requires constant and consistent effort,” said Lesh. “We will continue to invest in new and better ways to educate our team, raise awareness and reduce the stigma related to mental health. It is just so important.”
Published by SMSF Adviser, powered by MOMENTUM MEDIA
Written by Miranda Brownlee on 28 June 2022
Click here to read on SMSF Adviser website
SMSF software firm has been recognised as an accredited Mental Health First Aid Skilled Workplace.
BGL is 1 of 165 organisations across Australia recognised as part of the Mental Health First Aid Australia Skilled Workplace Program, which was first introduced in 2018.
The program aims to inspire positive change and celebrates organisations driving mental health literacy and competency skills.
BGL managing director Ron Lesh said the software firm has always had a big focus on mental heath and has implemented many initiatives to support its team members.
“One of which was to have all BGL leaders trained in mental health first aid,” said Mr Lesh.
“With the help of Joel Clapham, founder and chief mental health champ at Hearten Up, BGL had all our leaders trained as mental health first aiders. This equates to 1 trained mental health first aider for every 7 BGL team members.”
“This initiative alone has had an enormous positive impact on our leaders and our team members.”
Mr Lesh said supporting the mental health and wellbeing of its team members has never been more important.
“To have mental health and wellbeing deeply embedded in our culture is something I am so very proud of,” he said.
“Creating and sustaining a mentally healthy workplace requires constant and consistent effort. We will continue to invest in new and better ways to educate our team, raise awareness, and reduce the stigma related to mental health.”
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