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Training

Training courses are an excellent way for you and your team to build your BGL product skills and get the most out of your software!

Live Online Product Training

Connect directly with our trainers and ask questions!

Conducted by qualified and experienced trainers, BGL’s live online product training courses are an excellent way for you and your team to build your BGL product skills and get the most out of your software.

All BGL Training Courses can be included in your Continuing Professional Development (CPD) hours with most professional bodies. Plus, you can learn from the comfort of your home or office.

Available Courses

CAS 360 - Level 1

For new users who are responsible for managing corporate affairs and processing Annual Reviews

  • How to get starting using CAS 360
  • Tips and Tricks
  • CAS 360 Alerts
  • Annual Reviews
  • Trust Management
  • Reporting
  • CAS 360 Settings

Available Dates:

Date Time
Monday, 8 April 2024 13:00 – 15:00 Australian Eastern Standard Time (AEST)

CAS 360 - Level 2

For users who are responsible for processing changes to company registers or have attended the Level 1 course

  • Officer Changes
  • Member Changes
  • Multi-Company Changes
  • Combined Company Changes
  • Documents and Lodgements
  • Reprinting Documents
  • Special Purpose Companies
  • Deregistrations
  • CAS 360 Settings

Available Dates:

Date Time
Tuesday, 9 April 2024 13:00 – 15:00 Australian Eastern Standard Time (AEST)

Simple Fund 360 Professional - Level 1

For new users who are responsible for processing self-managed super funds

  • Administration, navigation and help
  • Creating a badge
  • Setting up a new SMSF from the fund’s financial statements
  • Connected services setup
  • Fast data entry
  • Smart Matching
  • Customising letters and documents
  • Distribution Tax Automation
  • Prepare financial statements and reports
  • Period compliance
  • Tax related transactions

Available Dates:

Date Time
Wednesday, 7 February 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)
Wednesday, 3 April 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)

Simple Fund 360 Professional - Level 2

For users who have attended the Level 1 course or have 3 months experience using Simple Fund 360

  • Actuarial certificate requests
  • SuperStream registration
  • Bank Data Service setup
  • Contribution recording
  • Dividend/distribution re-investments
  • Lump Sum rollin recording
  • Smart matching
  • Depreciation Schedule & Workpapers
  • Pension commencement
  • Pension reset
  • Process a commutation
  • Property acquisition
  • Share Data Pack setup
  • SMSF Annual Return preparation
  • Tax adjustments
  • Year-end procedures

Available Dates:

Date Time
Thursday, 8 February 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)
Thursday, 4 April 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)

Simple Fund 360 Professional - Level 3

For users who have attended the Level 1 & 2 courses or have 6 months experience using Simple Fund 360

  • Segregation
  • Registry Data Service
  • Contribution splitting
  • Reconciling reports
  • Event-Based Reporting
  • Foreign investment purchases
  • Corporate Action Dashboard & BGL Smart Docs
  • Transfer Balance Dashboard
  • Transfer Balance Account Management
  • Transfer Balance Account Report (TBAR)
  • Transfer Balance Cap compliance
  • Deemed segregation

Available Dates:

Date Time
Friday, 9 February 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)
Friday, 5 April 2024 13:00 – 15:30 Australian Eastern Daylight Time (AEDT)
Register via MyBGL

Course Fees: $220.00 + GST per person

Payment is required for confirmation of your registration. Training webinars are not recorded. The BGL Learning Channel and Software training manuals are available for those who want a self-paced training program. For full terms and conditions please click here.

The BGL Learning Channel

Learn at your own pace anytime, anywhere!

The BGL Learning Channel is a FREE, on-demand training platform exclusively for BGL clients. It can be easily accessed via the app switcher in your CAS 360, Simple Fund 360 or Simple Invest 360 software. Follow the links below for instructions:

CAS 360Simple Fund and Simple Invest 360

Available Courses

CAS 360 Logo

CAS 360 Certification Program (NEW!)

The CAS 360 Certification Program recognises BGL clients who have completed all 4 CAS 360 Training Courses via the BGL Learning Channel:

  • Company Secretary 101
  • CAS 360 Level 1
  • CAS 360 Level 2
  • CAS 360 Certification

The courses incorporate interactive videos, practical exercises and a short test. Participants will earn 2 CPD hours for completing each course and receive a certificate and badge to proudly display their expertise.

Clients already well-versed in CAS 360 can skip directly to the tests, quickly earning their certificate and badge.

Get startedWatch video

Simple Fund 360 Professional

Available courses:

  • Simple Fund 360 Level 1
  • Simple Fund 360 Level 2
  • Simple Fund 360 Level 3
Get Started!

We are working to extend our Certification Program to include Simple Fund 360. Watch this space!

Simple Invest 360 Professional

Available courses:

  • Simple Invest 360 Essentials
Get Started!

We are working to extend our Certification Program to include Simple Invest 360. Watch this space!