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Product Updates

CAS 360 Product Update – 30 June 2023

By BGL Update, CAS 360, Product UpdatesNo Comments

What's New?

ASIC Fee Increase: ASIC company and business name fees have been updated in CAS 360 to reflect the ASIC fee increase that will take effect on 1 July 2023. (Note: Changes won’t apply until 1 July 2023). Learn More

Company Registration Post-Incorporation Document Pack: Users now have the option to add the Allotment Journal to the post incorporation document pack in CAS 360. Learn More

Incorporation State is now saved: When a user for a firm adds a new company registration, CAS 360 will automatically save the last used incorporation state (e.g. Victoria) in the user’s settings.  Learn More

Form 362 Cover Letter: If a company has been added to CAS 360 without directors, users can quickly add/select a contact as the form signatory while preparing Form 362.  If the user also chooses to prepare a cover letter, CAS 360 will now automatically prefill the letter addressee with the selected contact/form signatory information. Learn More

User Permissions: New user role settings have been added to allow or restrict user access to specific CAS 360 screens. If a user is denied access to a specific screen, the screen icon will no longer appear in the left-hand menu. Learn More

User Roles: New user role permissions have been added to allow or restrict user access to the Company Selection screen. This user role is ideal for firms who only want users to complete Company Registrations without the ability to view/change existing company details. CAS 360 account owners and administrators can turn on or off the ability for specific users to view the Company Selection page. These permissions are set in the User Role Screen. Learn More

BGL API: The CAS 360 API allows partners to retrieve all Company and Trust documents prepared in CAS 360. Now, any document not attached to a specific Company or Trust can also be retrieved via the CAS 360 API using the document ID. Learn More 

Companies Listing Report: Columns for ‘Company Class’ and ‘Company SubClass’ have been added to the Companies Listing Report. Note this change only applies to the Excel version of the report, not the PDF version. Learn More 

People Group Report: When applicable, the ‘Business Name cease date’ will now be displayed in the business name section of the People Group Report. Learn More 

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

CAS 360 Product Update – 16 June 2023

By BGL Update, CAS 360, Product UpdatesNo Comments

What's New?

New Report: A new ID Verification Status Listing report has been added to the AML Reports section of the Reports screen. This new report displays all individuals in CAS 360, their verification status and the date they were last verified. Learn More

Director Minute/Resolution and Cover Letter: When preparing the ASIC form 489 / 490, users can now quickly add representatives to corporate directors (who do not have one) using the Add Representative(s) option. Learn More

Foreign Companies: ASIC form 405 / 406 will now display the representative name(s) as signatories for corporate directors. Learn More

Independent Trustee: The newly added Independent Trustee relationship position for trusts can now sign trust documents in the same way a Trustee can and as an alternative to the Trustee. Learn More

Public Officer: A new Public Officer relationship position has been added for trusts in CAS 360. The Public Officer position will appear in the People Group report, Individual Compliance report, Contact Relationships screen and Register of Trust Relationships. Learn More

Seal Register Entries: When adding a new Seal Register Entry, CAS 360 will now automatically display the last code used to ensure the same seal code is not used twice for a company. Learn More

Minute Documents: Users can now choose which address to input in the Minute Documents from the Document Options section of the Document Production screen. Learn More

Trusts Relationships Screen: The user interface on the Trusts Relationships screen has been enhanced to create a more seamless user experience. Learn More

Navigation Sidebar: The user interface on the Navigation Sidebar has been improved to adjust to the size of the user’s screen dynamically. Learn More

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 BGL 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

CAS 360 Product Update – 5 June 2023

By BGL Update, CAS 360, Product UpdatesNo Comments

We are excited to announce the latest CAS 360 update!

  • Click here to check out the full CAS 360 release notes.
  • Click here to join the conversation in the BGL Community.

What's New?

Full Company Register Set: We have added the ability for you to prepare all company registers in one single process. The full Company Register set can be exported for multiple companies at once, and can be customised so that you can include all the company registers that you need for export.  Learn more

Succession Director report: We have added a new report for a comprehensive overview of all companies directors, including their respective ages. The Succession Director report provides valuable insights into the approaching retirement of company directors, to facilitate effective succession planning. Learn more

Public Officers relationship (trusts): If a trust carries on a business in Australia or derives income from property in Australia and there is no trustee who is an Australian resident, the trustee generally appoints a public officer. We have added the ability to add a Public Officer relationship to a trust, including the preparation of documents for Public Officers of Australian and New Zealand trusts. 

Lodgement confirmation: We have added a lodge document warning message to confirm your intention to lodge a document to ASIC when clicking ‘lodge’ on the notification screen.

New users walkthrough: We have developed a user-friendly guide that demonstrates all the support materials accessible for new CAS 360 users. Making the new user experience easier and smoother!

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 BGL 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

CAS 360 Product Update – 18 May 2023

By BGL Update, CAS 360, Product UpdatesNo Comments

We are excited to announce the latest CAS 360 update!

  • Click here to check out the full CAS 360 release notes.
  • Click here to join the conversation in the BGL Community.

Learn what’s new at our New Features Webinar on Tuesday 23 May 2023, at 11:30 AEST. REGISTER NOW!

What's New?

Change of Beneficial Ownership: We have included a new Share Transfer form for Change of Beneficial Ownership transactions in the document pack. This form will provide a record of the outgoing and incoming beneficial owners, making the process more organised and transparent. Learn more

Seal Register Report: We have added a new feature to the Seal Register Report which allows users to exclude addresses and imprints, providing more control over the information that appears on the register. Additionally, a date range filter was added to the Seal Register, which allows users to display the Seal Register Entries within a specific period. Learn more

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 BGL 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