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June 2022

BGL hits over 7,100 followers on LinkedIn!

By BGL Update, HomepageNo Comments

We are excited to share that we recently hit the milestone of 7,100+ followers on LinkedIn! 🥳

Heartfelt thanks to everyone who follows us, likes our posts and shares our content. We really appreciate your love and support and enjoy engaging with you.

The increasing number of ‘Likes’ and comments encourages us to continue to share all things BGL, products and team, and how we help accountants, financial and compliance professionals to save time with our award-winning SMSF, investment portfolio & company compliance management solutions. ❤️

Still not a follower? We’d love it if you joined our LinkedIn family! 🥰

Not sure if you really want to follow BGL on social media? Here are a few reasons why you should follow us! 

  • Stay up-to-date with our latest features, product updates and news
  • Be the first to find out more details about events, conferences and webinars we’re hosting or participating
  • Learn about career opportunities and join our BGL Family – We’re a Great Place to Work certified!
  • And much more! 😉

Always ready to connect

LinkedIn is not the only place where you can find us. We’re also actively engaged with our community on Facebook, Twitter, and Instagram! Plus, subscribe to our Youtube channel to access webinars recordings & more!

We hope you join us on any and every one of our social media platforms soon and many thanks again for helping us to become a family of 7,100+ on LinkedIn!

June 3, 2022
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BGL adds trust tax electronic lodgement to Simple Invest 360

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 03 June 2022
Click here to read on Accountants Daily website

Company claims a first for the feature, which complements a component released early this year.

BGL Corporate Solutions has added electronic lodgement to the trust tax return feature in its Simple Invest 360 package.

The managing director of BGL, Ron Lesh, said the company was first to market with the facility, which was developed in response to demand.

“It’s nice when you are first to market with highly requested features,” he said.

“While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the trust return, and I am incredibly proud of them.”

The release complements trust tax return functions added in February that relied on a paper return and associated schedules.

“This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 trust tax return from within Simple Invest 360 today,” said Mr Lesh.

BGL describes Simple Invest 360 as an end-to-end investment portfolio management system for accountants and financial professionals. Launched in June 2021, it can automate tasks such as CGT record-keeping and financial reporting, whatever the tax structure.

Mr Lesh said many people underestimated the capability of Simple Invest 360 and thought it just kept track of investments.

“They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy,” said Mr Lesh.

The added trust return function comes after integration between AVA Systems and the BGL Ecosystem.

This provided AVA’s grouped reporting ability through BGL systems, which allowed accountants to advise their clients on how they were doing in an efficient manner, with superannuation, investments and businesses all tied into one.

The relationship with AVA Systems also allowed clients of the BGL Ecosystem to consolidate Xero ledgers.

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,500 businesses in 15 countries.

June 3, 2022
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BGL appoints head of Ecosystem

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 01 June 2022
Click here to read on Accountants Daily website

Connected services manager is promoted to the senior team after 12 years at the company.

BGL Corporate Solutions has promoted its product manager of connected services, Brad Wilkinson, to head of Ecosystem.

BGL managing director Ron Lesh said that Mr Wilkinson had contributed greatly to the company in his most recent role and was well positioned to step up.

“Brad has been a valued and talented member of the BGL team for 12 years and is perfectly suited to lead BGL’s Ecosystem team into the future,” he said.

“Brad and his team were responsible for adding more than 250 data feeds, contributing to the 40,000-plus daily transactions processed through BGL’s Ecosystem.

“With Brad’s experience connecting the dots between data providers and BGL’s products, the Ecosystem team is well positioned to continue to lead the industry in connectivity in the years ahead.”

Mr Wilkinson joined BGL Corporate Solutions in 2010 and has worked in multiple roles including support consultant, data and business analyst, and most recently product manager of connected services.

“I’m super excited for the opportunity to lead the team,” he said.

“I look forward to working together with our partners to solve problems and save time for our clients.”

Mr Wilkinson has a degree in accounting, banking and finance, and a passion for software development and project management.

He is also a certified ScrumMaster (CSM), which is a framework for project management, and has experience in building relationships between data providers and various BGL products such as CAS 360, Simple Fund 360 and Simple Invest 360.

Mr Lesh said that he was excited to see employees rise up the ranks within the company, taking on advanced roles.

“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek externally for senior team members,” said Mr Lesh.

“It’s fantastic to see the team embrace opportunity and rise up the ranks at BGL.”

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,500 businesses in 15 countries.

Each year BGL hosts an annual event called BGL REGTECH, which allows it to connect with Ecosystem partners. The event explores the evolution of the industry from paper forms to software.

June 1, 2022
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Get involved in our CAS 360 Education Week!

By CAS 360No Comments

Get involved in our CAS 360 Education Week | 6 - 10 June 2022

Did you know, some CAS 360 clients use just 10% of its features? 😲

Our team is always releasing new features to help improve your productivity and it’s our MISSION to ensure you are getting the absolute best out of CAS 360!

Introducing our very first CAS 360 Education Week!
A full week dedicated to developing your CAS 360 knowledge with free webinars, how-to videos, discussion groups, tips, tricks and more!

Learn more and register

Kicking off on Monday 6 June, we will be running a series of 30-minute webinars highlighting the key features in CAS 360 you NEED to know about.

Plus, we will be sharing a new video every day on the BGL Community, to spark conversation between users and BGL Team members where we can swap tips and tricks and share experiences – you won’t want to miss out!

Missed any of the webinars?
Keep an eye on BGL’s YouTube Channel for the recordings!

June 1, 2022
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BGL adds Trust Tax Return electronic lodgment to Simple Invest 360

By BGL Update, Simple Invest 360No Comments

BGL Corporate Solutions is proud to announce the release of the Trust Tax Return electronic lodgment in its investment portfolio software solution, Simple Invest 360.

“It’s nice when you are first to market with highly requested features” said Ron Lesh, BGL’s Managing Director. “While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the Trust Return, and I am incredibly proud of them.”

“The Trust Tax Return functionality was released in two parts with the paper trust tax return and associated schedules released in February 2022” added Lesh. “This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 Trust Tax Return from within Simple Invest 360 today”.

Launched in June 2021, Simple Invest 360 is an end-to-end investment portfolio management solution for accountants and financial professionals. It automates the tedious tasks of CGT record-keeping and financial reporting no matter what the tax structure – trusts, companies or individuals. Simple Invest 360 integrates with CAS 360 and Simple Fund 360 as well as providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry leading paper to data solution.

“Many believe that Simple Invest 360 only keeps track of the investment” noted Lesh. “They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy. It’s the whole package and eliminates the need for cross platform management and reduces the risk of data discrepancies.”

Learn More
June 1, 2022
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