Features

In addition to creating your own reports the following standard templates are available with BGL Query:

CAS

• Company Annual Return Status
• Company Mailing Address
• Company Mailing Merge File
• Share/Unit Usage
• Shareholder Mail Address
• Unitholders Address and Balance

Simple Fund

• Click here to see BGL Query sample reports for Simple Fund
• Contribution Report Concessional
• Contribution Report Non Concessional
• Investment Cost by Fund
• Investment Market Value by Fund
• Mailing Labels
• Member Age Report
• Member Balance