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How well do YOU know your BGL software?

We recently held a series of complimentary 30-minute webinars highlighting the key features in the BGL product suite.

Check out the BGL Community to chat with BGL clients and team members, swap tips and tricks and share experiences – don’t miss out! Plus, be sure to connect with BGL on social media to stay up to date!

Watch the webinar recordings for FREE below! 

25 – 29 July 2022

Click on a webinar to watch the recording!

Building the foundation of your SMSF knowledge

About this webinar

Do you want to grow your knowledge in the area of SMSFs?

BGL has partnered with Smarter SMSF to bring you the ‘SMSF Foundations Online Training Course’ via the BGL Learning Channel.

Watch this webinar to learn more about the ‘SMSF Foundations Online Training Course’ including who it is relevant for, the available CPD hours and our roadmap for future development of this course.

Hosted by:

  • Aaron Dunn, CEO of Smarter SMSF
  • Anthony Costa, BGL Training Manager

Learn how to set up funds

About this Webinar

Are you new to Simple Fund 360 or have you acquired a new client, drowning you with Financial Statements?

Watch this webinar to learn just how easy it is for you to enter Opening Balances in Simple Fund 360 using its quick-data entry features.

This webinar covers:

  • How to create member accounts and enter member balances
  • How to enter investment history using SmartDocs – CGT
  • How to enter Operating Statement items for comparative purposes
  • How to update the ledger forward for current year processing

Hosted by: Emily Shaj, BGL Training Specialist

Uncover real-time analytical insights

About this webinar

The Simple Fund 360 Analytical Insights feature enables you deep-dive into your SMSF data in real-time, by filtering fund data across your entire database in seconds.

Watch this webinar to learn just how quick and easy it is for you to uncover previously unseen insights to aid in the prediction of SMSF trends and strategy analysis while also identifying compliance breaches before they become a problem.

This webinar covers:

  • Entity workflow
  • Excel export of the result set
  • Transaction module
  • Account view with drill-down facility

Hosted by: Rocco Agostino, BGL Account Manager

Bank Data: There's more than one way to automate

About this webinar

The BGL Bank Data Service (add-on) is the most efficient way to obtain bank data for Simple Fund 360. It allows you to fully automate the flow of data from all major banks directly into Simple Fund 360.

Watch this webinar to learn just how quick and easy it is for you to automate bank transactions with the BGL Bank Data Service and explore other ways to get transaction data with Bank statement PDFs and CSV uploads.

This webinar covers:

  • Setting up bank data
  • Bank statement PDF
  • Smart Matching
  • CSV uploads

Hosted by: Norman Michael, BGL Training Lead

Discover BGL's Share Data Pack

About this webinar

The BGL Share Data Pack (add-on) allows you to receive quarterly holding balance confirmation from Boardroom, ComputerShare and Link Market Services as well as automatically process buy and sell transactions from 120+ Australian brokers.

This webinar covers:

  • Supported brokers and registries
  • How transactions are imported
  • How the BGL Share Data Pack is complemented by the BGL Bank Data Service
  • How contract notes are stored in the documents screen and attached to workpapers
  • Setting up the Registry Data Service
  • Pre-audit checks via the Balance Review Screen

Hosted by: Rocco Agostino, BGL Account Manager

Increase your efficiency with Smart Matching

About this webinar

Watch this webinar to learn how to process funds more efficiently, using BGL’s AI-powered technologies for smart matching, categorisation and review. Plus, discover Simple Fund 360’s new Document Screen – a fantastic end-of-financial year information source and your daily documents manager!

This webinar covers:

  • How to add transactions for smart matching
  • Using the match, split, and search functions on the Smart Matching screen
  • Creating matching rules for more efficient processing
  • Upcoming features that will make attaching and organising documents even easier

Hosted by: Daniel Pham, BGL Training Specialist

Learn how to stop, start and monitor pensions

About this webinar

Watch this webinar to learn how to correctly process a number of pension-based events in Simple Fund 360. Plus, learn how to use a range of features available to help you monitor pension accounts.

This webinar covers:

  • Commutations
  • Treatment for Death Benefit Pensions
  • Pension Dashboard
  • Analytical Insights
  • Pension letters and reports

Hosted by: Norman Michael, BGL Training Lead

Get up to speed on SuperStream

About this webinar

SuperStream is a standard for super transactions designed to improve the quality of data and improve processing efficiency for both employers and superannuation funds.

Watch this webinar to get up to speed with the latest developments in SuperStream registrations, rollovers and release authorities in Simple Fund 360 (as of July 2022)!

This webinar covers:

  • A SuperStream overview
  • What’s changed recently
  • Practical tips on processing rollovers
  • Common questions on SuperStream

Hosted by: Anthony Costa, BGL Training Manager

Manage depreciation from beginning to end

About this webinar

Watch this webinar to learn how to manage depreciation from the beginning to the end of an asset’s lifetime.

This webinar covers:

  • Adding accumulated depreciation for existing assets
  • Manually posting depreciation/capital works deductions
  • Using the Depreciation Schedule
  • Separate Depreciable Assets
  • Final depreciation entries before selling assets

Hosted by: Daniel Pham, BGL Training Specialist

ECPI changes and Actuarial Certificates

About this webinar

Watch this webinar to learn about the changes in Exempt Current Pension Income (ECPI), how they will apply to your funds and how these changes have been applied in Simple Fund 360.

This webinar covers:

  • Changes in ECPI and how it applies to funds
  • Applying for Actuaries through Simple Fund 360
  • Creating a fund pension policy in Simple Fund 360
  • ECPI reports

Hosted by: Norman Michael, BGL Training Lead

Create, track and manage Workpapers

About this webinar

Watch this webinar to learn how to “work smarter not harder” with the Workpapers feature in Simple Fund 360!

Specially designed to make your life easier, the Workpapers feature allows you to store documents and record all evidence obtained during the preparation of the financial statements whilst ensuring the SMSF complies with all relevant laws during the Financial Year.

This webinar covers:

  • Generating workpapers during or at the end of a financial year
  • Workpaper settings to adjust in-built checklist items
  • Uploading and attaching relevant documents
  • Track and manage the status of Workpapers
  • Invite and export workpapers with Audit partners

Hosted by: Emily Shaj, BGL Training Specialist

Unlock digital signing

About this webinar

Watch this webinar to learn how to unlock Simple Fund 360’s end-to-end digital signing integration with Adobe Sign, DocuSign, FuseSign and PleaseSign!

This webinar covers:

  • An overview of supported digital signing providers
  • How to integrate digital signing with Simple Fund 360
  • How to digitally sign a document

Hosted by: Anthony Costa, BGL Training Manager

Enter Distribution Statements easily with Distribution Tax Automation

About this webinar

Make your end-of-year processing a breeze with Simple Fund 360’s Distribution Tax Automation screen!

Watch this webinar to learn how Simple Fund 360 simplifies entering distribution tax components and how the system can automatically generate tax components based on your SMSF.

This webinar covers:

  • Using Simple Fund 360’s automatically generated tax data
  • Entering tax components via the Distribution Tax Automation screen
  • How to submit tax statements to improve automation
  • Reconciling distribution tax components

Hosted by: Daniel Pham, BGL Training Specialist

Prepare and manage TBARs

About this webinar

Watch this webinar to learn how to better manage member transfer balance caps and prepare transfer balance account reports (TBARs) in Simple Fund 360.

This webinar covers:

  • The types of reporting events that are included in the Transfer Balance Dashboard
  • The ATO’s Events Based Reporting regime for members with balances either less or greater than one million
  • Prepare Transfer Balance Account Reports for members
  • Understand the lodgement and cancellation process of a member’s Transfer Balance Account Report

Hosted by: Emily Shaj, BGL Training Specialist

6 – 10 June 2022

Click on a webinar to watch the recording!

Unlock digital signing

About this webinar

Watch this webinar to learn how to unlock CAS 360’s end-to-end digital signing integration with Adobe Sign, DocuSign and FuseSign!

This webinar covers:

  • An overview of supported digital signing providers
  • How to integrate digital signing with CAS 360
  • How to digitally sign a document
  • Guidelines surrounding digital signing

Hosted by: Emily Shaj, BGL Training Specialist

Are you ready for Director IDs?

About this webinar

Company directors are now required by law to apply for a Director Identification Number directly with the Australian Business Registry Service.

Watch this webinar to learn how CAS 360’s suite of Director ID features help you manage and streamline the administration of these new requirements (as of June 2022).

This webinar covers:

  • What are Director IDs?
  • Who needs to apply?
  • Getting the most out of CAS 360 to help you manage Director IDs
  • Dates and deadlines that you don’t want to miss

Hosted by: Norman Michael, BGL Training Lead

Quick & easy template customisation

About this webinar

Watch this webinar to learn how to quickly and easily customise document and email templates, and how to select these custom templates when preparing documents.

This webinar covers:

  • Editing document templates
  • Using document labels
  • Editing email templates
  • What email settings are available

Hosted by: Daniel Pham, BGL Training Specialist

Streamline your Trust management

About this webinar

Managing Trusts can be tricky, but CAS 360 makes it easy!

Watch this webinar to learn how CAS 360 can help you:

  • Add a Trust
  • Create Trust relationships
  • Manage unitholders
  • Create Trust events
  • Create supporting documents

Hosted by: Anthony Costa, BGL Training Manager

Streamline your Annual Review workflow

About this webinar

Watch this webinar to learn how to streamline your Annual Review process!

This webinar covers:

  • Alerts and filters to help manage received, upcoming and missed Annual Reviews
  • Comparison of CAS 360 company data with ASIC company data
  • Email delivery of the annual review pack to your clients
  • Bulk processing of Annual Reviews
  • Annual Review Reports

Hosted by:

  • Damien Gunatillake, BGL Client Success Manager
  • Cody Richardson, BGL Client Success Team Leader

Boost your productivity with automated document, debt reminders & more!

About this webinar

Watch this webinar to learn how to boost your productivity in CAS 360 with features including automated document + debt reminders, company alerts, multiple changes and filters!

Hosted by: Norman Michael, BGL Training Specialist

Discover company registrations & purchasing constitutions

About this webinar

Watch this webinar to learn how to register a company with ASIC using CAS 360!

This webinar covers:

  • Pre-incorporation documents
  • Form 201
  • Lodgement
  • Post-Incorporation documents

Plus, to make the process even easier, BGL has partnered with Smarter SMSF and LightYear Docs to enable users to purchase company constitutions directly through CAS 360!

Hosted by: Anthony Costa, BGL Training Manager

Commonly prepared forms

About this webinar

Watch this webinar to learn how to prepare the most common forms in CAS 360, including:

  • Form 201 – Application for registration as an Australian company
  • Form 205 – Notification of Resolution
  • Form 361 – Registered Agent Ceasing to Act
  • Form 362 – Registered Agent Appointment and Cessation
  • Form 484 – Changes to Company Details
  • Form 492 – Request for Correction
  • Form 6010 – Voluntary Deregistration of a Company

Hosted by: Daniel Pham, BGL Training Specialist