XU Magazine

Published by XU Magazine on 07 August 2023
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BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF), and investment management software, is proud to announce its partnership with FuseSign, a cutting-edge digital signing provider, has reached a significant milestone with over 100,000 documents now signed with FuseSign in BGL products during the 2022/23  financial year.

“This is a huge milestone for the BGL and FuseSign teams,” said Ron Lesh, BGL’s Managing Director. “Our partnership continues to transform how accountants manage their clients’ compliance and streamline document delivery and signing processes.”

FuseSign has quickly risen to become the most widely used digital signing provider for BGL, a testament to its industry focus, efficiency and reliability. As a result, BGL has seen remarkable growth, with over 100,000 documents signed with FuseSign in the 2022/23 financial year. This achievement translates to nearly 400 documents signed by clients on every business day, showcasing the platform’s indispensable value.

“Our partnership with FuseSign aligns perfectly with our commitment to delivering exceptional solutions built for professionals,” continued Lesh. “Together, we aim to revolutionise the way our clients manage compliance and enhance the client experience through seamless digital signing.”

The synergy between BGL and FuseSign extends beyond their shared focus on the professional services industry. Both businesses are driven by a passion for innovation, client-centric values and a commitment to providing first-class services. This collaboration will pave the way for further advancements and growth in the industry.

To celebrate this partnership and showcase the power of FuseSign in action, BGL is excited to have FuseSign as a platinum sponsor of BGL REGTECH, its annual event that kicked off in Sydney on 1 August 2023. At the event, attendees visiting FuseSign’s booth can see firsthand how this integration simplifies document management and enhances productivity.

Published by XU Magazine on 02 August 2023
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GL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, is proud to announce the BETA release of its AI powered paper-to-data software solution, BGL SmartDocs 360.

“I’m thrilled to announce the BETA release of BGL SmartDocs 360,” said Ron Lesh, BGL’s Managing Director. “This sensational addition to the BGL cloud product suite is a testament to our product development teams’ outstanding efforts and dedication. I couldn’t be prouder of their hard work developing this innovative and unique paper-to-data solution.”

BGL SmartDocs 360 is a multi-award winning, AI powered paper-to-data solution that helps businesses unlock their full potential by transforming unstructured data into smart digital data.

The solution provides both Retail and Developer (no-code AI) solutions, meaning it can be integrated into any software solution or used by any business to convert paper into data. The Developer solution was released to BETA in October 2022.

“We initially developed BGL SmartDocs as part of our existing compliance offerings, SimpleFund 360 and Simple Invest 360,” continued Lesh. “BGL SmartDocs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency. As the SmartDocs technology evolved, we realised it could provide a solution for many businesses leading to the creation of BGL SmartDocs 360.”

“What makes BGL SmartDocs 360 so exciting and unique is that it uses artificial intelligence with advanced deep learning algorithms to process documents. BGL SmartDocs 360 learns from documents submitted through its training engine, unlike other solutions that require the creation of templates for each document layout. Once BGL SmartDocs 360 has learnt the document type (it takes approximately 10 documents of a type), it will permanently process the document type even if the document itself changes in layout. The document can be either a PDF or an image.”

“The AI data identification capability of BGL SmartDocs 360 allows businesses dealing with high document volumes, such as accountants, SMSF and investment administrators, to easily upload or email documents for automated processing,” concluded Lesh.

As a flagship product, BGL SmartDocs 360 positions BGL to expand its global reach by delivering a paper-to-data solution to organisations across the globe and industries seeking to streamline operations and improve efficiency.

BGL released BGL SmartDocs 360 to BETA at BGL REGTECH, Sydney on 1 August 2023. BGL REGTECH is BGL’s annual event that this year is focused on helping its clients Retain, Educate and Grow. Both the retail and developer BGL SmartDocs 360 solutions are now in BETA, with a commercial release planned for the not-too-distant future.

Published by XU Magazine on 01 August 2023
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BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, is proud to announce the promotion of Nadine Freitag to Head of People and Culture.

The announcement was made at BGL REGTECH, Sydney on 1 August 2023. BGL REGTECH is BGL’s annual event that this year is focused on helping its clients Retain, Educate and Grow.

Recently, Freitag was appointed to the BGL Executive Team. “I am so proud of Nadine and excited to see her take on this new role,” said Daniel Tramontana, BGL’s Chief Executive Officer. “Nadine’s passion for fostering a supportive work environment and dedication to our team’s well-being aligns perfectly with BGL’s core values. I have no doubt Nadine will play a pivotal role in leading BGL into the future.”

Since joining BGL in 2021 as People and Culture Manager, Freitag has been instrumental in implementing various initiatives to advance career development, mental health and well-being at BGL.

“Nadine’s efforts over the past 2 years have significantly strengthened our exceptional workplace culture. With her can-do attitude and unwavering commitment to BGL’s betterment, Nadine represents everything that makes us great,” continued Tramontana.

Freitag’s qualifications include a Diploma in Human Resources Management and qualifications in Strategic HR Planning from the Australian Institute of Management. She is also a Certified Strengths Profile Practitioner and Mental Health First Aider, who is dedicated to fostering a positive and supportive work environment.

“I’m excited to be given this opportunity and very much looking forward to embarking on this next chapter of my BGL journey,” said Freitag. “Ron and Daniel’s belief in my abilities and support has been the driving force behind this achievement, along with my awesome team, who have been my biggest supporters over the past 2 years. Comfort zones are a beautiful place, but nothing ever grows there and I’m always keen for a challenge, so here goes!”

Published by XU Magazine on 27 July 2023
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BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, is proud to announce the promotion of Warren Renden to General Manager – CAS 360, Ecosystem and Brand.

The appointment comes 2 weeks after BGL introduced a seven-person Executive Team, which includes Renden.

“It has been a pleasure to watch Warren grow and thrive with us both personally and professionally since he joined BGL in 2007,” said Ron Lesh, BGL’s Managing Director. “His journey has been one of growth and exceptional dedication, and I could not be prouder to see him take on this new role.”

A highly experienced Product Manager, Renden has a Bachelor of Commerce in Accounting, Finance and Financial Planning from Deakin University and qualifications in Applied Project Management from the Australian Institute of Management.

Renden has been a member of the ASIC Business Advisory Committee and the ATO Digital Service Providers Strategic Working Group and is currently a member of the DSPANZ Government Digital Services Committee.

During his 16 years at BGL, Renden has had a number of roles, including Support Consultant, Product Trainer, CAS Desktop Product Manager and Head of CAS 360.

“As General Manager – CAS 360, Ecosystem and Brand, I will wear many hats, overseeing BGL’s CAS 360 product, Ecosystem platform, Partnerships, Marketing and Events teams as well as being part of the BGL Executive Team,” said Renden. “I am extremely grateful for the opportunity and looking forward to exciting times ahead.”

Daniel Tramontana, Chief Executive Officer at BGL, said: “Warren’s work has touched thousands of BGL users. He is passionate and determined in every sense and is regarded as one of the industry greats. I’m very excited about the opportunities that await Warren and BGL.”

Published by XU Magazine on 30 June 2023
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“I am continually impressed with our Simple Fund 360 team,” said Ron Lesh, BGL’s Managing Director. “Since 1 January 2023, they have delivered 6 significant updates, including support for the 2023 SMSF Annual Return 6 weeks before the end of the financial year and even SBR electronic lodgment before 30 June 2023.”

Released on 18 May 2023, the Simple Fund 360 tax time update supports the 2023 SMSF Annual Tax Return, complete with all the required supporting schedules and electronic lodgment to the ATO from 1 July 2023. SBR electronic lodgment has also been switched on following ATO system updates. Support for newly registered funds and funds winding up for the 2023 Annual Return is also supported.

Published by XU Magazine on 23 June 2023
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Today is a great day!

It is with much delight that I get to present to you the BGL Executive Team.

The BGL Executive Team comprises of 7 individuals of the highest calibre that will continue to deliver on the strategic and operational requirements of BGL. With a combined experience of 123 years, our products, clients and team could not be in better hands. Let me take a moment to introduce each of them. Here goes:

‍Nadine Freitag, People & Culture Manager at BGL
Nadine has been instrumental in building people and continuing to strengthen the BGL culture. Nadine has an amazing can-do attitude with an extraordinary commitment to the betterment of BGL. Nadine’s attitude and approach represent everything that makes BGL great.

‍Adriana Cavallo, Head of Customer Experience (APAC) at BGL
Loved and admired by countless in the industry, Adriana has had exposure to many parts of the BGL business, excelling in all areas. A focused and committed individual who is customer and experience-obsessed and is instrumental in delivering the BGL value proposition. Adriana’s journey is an example and inspiration to countless.

‍Warren Renden, Head of CAS 360 at BGL
With a relentless focus on product, team and client experience, Warren exceeds client expectations and industry standards. The work of Warren has touched thousands of BGL users. Passionate and determined in every sense, Warren is regarded as one of the industry greats. Warren represents BGL and advocates for clients across multiple external boards.

Jeevan Tokhi, Head of Simple Fund 360 at BGL
Jeevan is an inspiring individual with a broad range of experience who has the incredible capacity to make the complex simple. Jeevan is a strategic thinker with an incredible ability to deliver exceptional outcomes. Jeevan is respected in the industry for his profound impact, knowledge and professionalism. According to him, he is also one of the best-looking in the industry 😆

‍Ashley Avileli, Chief Technology Officer at BGL

Ashley joined BGL as an IT Administrator and is the most complete and knowledgeable IT professional that I know. Admired and respected for his can-do approach, Ashley and his team keep the BGL engine running—the backbone of BGL. We wouldn’t be where we are today without him.

‍Ron Lesh, Founder and Managing Director of BGL
Having started BGL in 1989, Ron’s impact and contribution in and across the industry continue to be profound. Ron’s commitment to building great products together with great people, teams and culture has been key to BGL’s success.

Daniel Tramontana, Chief Executive Officer at BGL
Well, this is awkward. I can’t get away with not including myself here. All I will say is that I am a grateful and passionate individual who loves all things BGL – products, clients and people.

As we venture into the next season of BGL, we are super excited about the opportunities ahead. We will continue to build great products. We will always do our best to deliver exceptional client experiences and moments.

We will do this with the highest level of gratitude and respect for the countless clients (some across 4 decades) who continue to support us with an unwavering belief that inspires us to be the best version of ourselves.

Thank you! ❤️

Published by XU Magazine on 30 May 2023
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BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, has been recognised as Victorian State Winner of the 2023 Australian Achiever Award with a sensational score of 98.80% for customer satisfaction.

The award included special recognition of Ron Lesh, Daniel Tramontana, Adriana Cavallo, Damien Gunatillake, Luca Ranellone and Peter Di Stefano for their remarkable customer service.

“This is a fantastic achievement and recognition of the BGL Team. I am incredibly proud!” said Ron Lesh, BGL’s Managing Director. “This is the 18th Australian Achiever Award won by BGL and proves again and again our commitment to providing remarkable experiences and sensational customer service to our clients.”

Australian Achiever Awards are an independent award system based on assessments from the business customers. The award system focuses on eight criteria: Time-related Service, Addressing Client Needs, Care and Attention, Value, Attitude, Communication, Overall Perception and Referral. The judging process for 2023’s Australian Achiever Awards for Australia’s Information & Communications Technology Services category was completed on 5 May 2023.

“I am very proud that BGL achieved an impressive customer satisfaction score of 98.80% as well as being named the Victorian State Winner” added Lesh. “As a business, our goal is to provide exceptional service that distinguishes us from others and excites our clients and to be acknowledged for our efforts, most importantly by our clients, is truly wonderful.”

“Congratulations must go to the entire BGL Team on this well-deserved recognition and it was great to see Daniel, Adriana, Damien, Luca, and Peter mentioned in the award presentation. A huge thanks also to all our clients and partners for your continued support. We would not win these awards without all of you!” added Lesh.

The recognition was accompanied by glowing testimonials from our clients, exemplifying BGL’s remarkable customer service.

“The BGL Corporate Solutions team are super friendly and helpful. There is nothing that is too much trouble for them. They are happy to answer any of my questions, even if the answers are obvious. The dealings I have with them feel more like a personal relationship rather than us being a customer. They are the best business that I deal with. I describe Ron, Daniel, Adriana & Damien as my fabulous four.”

“BGL Corporate Solutions are easy to deal with. They understand our needs and what we are looking for. Their program that we use is user-friendly. And they are always happy to help us.”

“They offer us day-to-day support. My business development manager handles my queries. I can call Peter directly; we have open lines of communication. He is efficient in following up and calls back straight away. They are constantly working on their software development and making sure we use the software to optimal effect. And they are always finding solutions for us.

When they come to Sydney, they touch base with us in person. I enjoy their automated customer service, as they reply within twenty-four hours.”

Published by XU Magazine on 22 May 2023
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BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, is proud to announce the launch of its integration with loan comparison service provider, Compare n Save.

‍“We are excited to add Compare n Save to the BGL Ecosystem”, said Ron Lesh, BGL’s Managing Director. “This integration will provide BGL’s Simple Fund 360 and Simple Invest 360 clients with a hassle-free and simple loan comparison solution that will add value to their customer service offering.”

‍Compare n Save is a fintech platform with an ownership stake in TAG Finance and Loans, a traditional mortgage broking fulfilment business. “We are extremely proud of the BGL partnership. It is a glowing endorsement of our fintech and fulfilment capabilities and further strengthens our relationship with BGL”, said Sal Cinque, Director of Compare n Save and CEO of TAG Finance and Loans.

‍Brad Wilkinson, Head of Ecosystem at BGL, said: “The BGL and Compare n Save integration will help advisors, accountants, and other BGL clients compare hundreds of loans from more than 30 of Australia’s top banks and other lenders for home, investment and SMSFs. It will also help clients easily structure debt for property purchases and conduct regular loan reviews to lower interest costs for their clients. Loans are fulfilled via an experienced broker network with access to over 500 brokers nationally.”

BGL clients can access the Compare n Save app within their Simple Fund 360 and Simple Invest 360 Property Console screen or via the BGL Ecosystem.

BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.