We’re excited to share the latest CAS 360 update! Don’t forget to check out the release notes.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates, which include the 2024 SMSF tax time update!
2024 SMSF Annual Return User Interface and PDFs: The ATO did not change the 2024 SMSF Annual Return. This release supports the new return, including for funds that have been wound up. The new Trust Income Schedule is included in this release.
New ATO Trust Income Schedule: From the 2024 income year, SMSFs receiving 1 or more distributions from trusts (including ETFs, managed funds, and stapled securities) must complete and attach a Trust Income Schedule to the SMSF Annual Return. Learn More
2024 Financial Year Wind-Ups: Wind-ups for the 2024 financial year will now print the 2024 PDF. Learn More
Lodgement Screen Update: The lodgement screen chart has been updated for 2024. Learn More
Digital Signing: Digital signing is now enabled for the 2024 SMSF Annual Return and schedules. Learn More
Fund Transfers: Support has been added for 2024 tax changes related to fund transfers. Learn More
2024 Trust Income Schedule: To accommodate the Trust Income Schedule requirements effective from the 2024 financial year, new tax component fields have been added in the following areas:
The above 2024 SMSF tax time updates are exclusively available in Simple Fund 360.
Mortgage Advice Bureau Integration
Mortgage Advice Bureau (MAB) has been added as an External Service Provider for SMSF lending solutions. Learn More
Opteon Integration
Opteon has been added as an External Service Provider for property valuations, tax depreciation schedules, insurance assessments, rental assessments and quantity surveying. Learn More
Investment Security List
The ability to add an ABN or ACN for a security has been added. This information will be used in the Trust Income Schedule. Learn More
Family Trust Election
A Family Trust Election form can now be prepared and lodged for trusts. Learn More
This feature is exclusively available in Simple Invest 360.
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We pride ourselves on making our clients our top priority and we are excited to announce we have been working on some significant improvements that will make your interactions with BGL faster, easier and seamless.
Here are some of the key enhancements we have implemented so far:
Streamlining Communication: We’re excited to announce the introduction of our new phone system, Dialpad! Dialpad will ensure you reach the right team or team member faster than ever. Dialpad connects you directly to a support consultant, client success consultant or Account Manager without the need for explanations to our Admin Team.
Providing Feedback: To complement our existing ‘Provide Feedback’ function in our cloud software solutions, we’ve added AskNicely to help us create an instant net promoter score. With just a click, you can share your thoughts on our products and services, helping us celebrate the things we are doing well and telling us where we are not so we can work hard to resolve your concerns and issues faster.
Enhancing Your MyBGL Experience: We are working on several improvements to make MyBGL, your online portal for managing your BGL account, better. The first changes will make it simpler for you to register for BGL training and events.
BGL is confident that these enchantments, with many more to come, will make your experience with us more enjoyable and rewarding. As always, we remain committed to providing you with remarkable experiences.
Thank you for your continued support and feedback. We look forward to advising you of more changes to enhance your customer experience with BGL in the coming months.
Adriana Cavallo
General Manager – Customer Experience (APAC)
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
“This is an incredible achievement and acknowledgement of the BGL team,” said BGL’s Chief Executive Officer, Daniel Tramontana. “This marks BGL’s 20th Australian Achiever Award and I am incredibly proud of our team. It is a testament to our unwavering commitment to delivering exceptional experiences and customer service to our clients”.
Australian Achiever Awards are an independent award system based on customer assessments. The award system focuses on eight criteria: Time-related Service, Addressing Client Needs, Care and Attention, Value, Attitude, Communication, Overall Perception and Referral.
The award includes special recognition for Andrew Paszko, Simple Invest 360 Product Manager, Andrew Perera, Business Analyst and Daniel Tramontana, CEO for their excellent customer service.
“I am grateful to have been listed as one of the special recognitions, but this is truly a team effort”, added Tramontana. “Our achievement of winning the national title for 2024, along with our exceptional customer satisfaction score of 99.60%, underscores the dedication and hard work of the entire BGL team. This recognition is a testament to our commitment to delivering outstanding service and reflects the ongoing support of our valued clients and partners”.
Accompanied by glowing client testimonials, the award highlights BGL’s exceptional customer service.
“I am a long-term customer of BGL Corporate Solutions and I have taken up more of their services in the last two years,” a customer of BGL said. “They go above and beyond the normal levels of service I expect from an information technology business…The team have excellent communication skills and are enjoyable to deal with.”
Another customer said, “They are knowledgeable and a pleasure to deal with. Everyone is always helpful, polite and friendly. They are active and forward-looking and continually develop their software. The Regtech and Masterclass functions are excellent”.
Commenting on this, BGL chief executive, Daniel Tramontana, said: “We are thrilled to bring CAS 360 to the UK market. It’s been 2 decades since BGL first entered the UK market with its pioneering Corporate Affairs System (CAS) desktop software. The launch of CAS 360 in BETA is a testament to our team’s dedication and hard work. CAS 360 is set to revolutionise how UK firms manage their compliance obligations and we couldn’t be prouder of this achievement.”
To coincide with the launch of CAS 360 in the UK, BGL has further announced the addition of Ashley Barker to its team. Based in the UK, Barker joins as the dedicated UK business development manager. With a focus on building strong relationships with prospective clients and partners, Barker will drive growth in BGL cloud products and deliver ‘remarkable experiences’ to BGL’s UK clients.
BGL general manager for CAS 360, ecosystem and UK, Warren Renden, further said: “The launch of CAS 360 in the UK is a significant milestone for BGL. Our software is designed to streamline compliance processes and we are confident it will be a game-changer for UK accountants and company administrators.”
“BGL launches CAS 360 in the United Kingdom” was originally created and published by International Accounting Bulletin, a GlobalData owned brand.
Published by XU Magazine 08 May 2024
Click here to read on the XU Hub website
The ranking comes just a few months after BGL announced its Great Place to Work® recertification for the 2023-2024 year.
“To be recognised again is a moment worth celebrating,” said BGL’s Chief Executive Officer, Daniel Tramontana. “It is a true testament to the hard work of our team. For us to be selected again speaks volumes about our passionate leaders throughout the business and the hard work of our People and Culture team to ensure our workplace culture is one where everyone feels supported and respected.”
Nadine Freitag, People and Culture Manager at BGL said: “We’re honoured to receive this recognition again. It reaffirms the impact of our People and Culture team, the leaders at BGL and the collective effort of every team member”.
Great Place To Work®, the leading global expert on workplace culture, unveiled the best-of-the-best organisations in the technology industry with a people-first, purpose-driven employee culture. These companies were shortlisted using a process involving thorough analytics and confidential employee input.
In recent years, BGL earned recognition on the 2023 Great Place To Work® Best Technology Workplaces in Australia List, Best Workplaces for Women List and the 2021 AFR BOSS Best Places to Work ranked as the 6th top technology workplace in Australia and New Zealand.
BGL is proud to announce its listing as one of Australia’s Best Technology Workplaces.
We’re excited to share the latest CAS 360 update!
BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, is now available in CAS 360! Now, each Firm in CAS 360 will have a unique email address (found in the Email Settings screen) to receive documents. Once received, documents are automatically attached to the relevant document packs. Learn More
Practice Management Integration
CAS 360 and APS Contacts+ integration is now live. This two-way integration provides efficient client and contact data management across CAS 360 and APS Practice Management in a single database. Learn More
Company Report
The Company Report now includes Dividends with a “Show Dividends” toggle option to display this data. Learn More
Comparison Report
A new “Please Review” status within the Comparison Report has been introduced. This status will prompt your attention whenever future-dated transactions are detected to ensure a thorough review and validation. Learn More
Your Feedback
We have introduced a new AskNicely survey for your feedback. This feature, among other feedback mechanisms, is closely monitored to facilitate the continuous improvement of CAS 360.
Plus, many more new features and improvements.
Stay tuned for future releases!
Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
We’re excited to share another exciting Simple Fund 360 and Simple Invest 360 update!
Member – Contributions
The Contribution Dashboards and Reports have been updated to reflect the increase in the concessional and non-concessional contribution caps effective from 1 July 2024. Learn More
Member – Pensions
The minimum pension payment factors have been adjusted for the 2024-25 financial year in Dashboards and Reports. Learn More
Fund Pension Policies – Reports
The Actuary Certificate received on the Fund Pension Policies screen can now be selected on the Reports screen for inclusion in report packs. Learn More
Firm Management – User Roles
A new authority has been added under the ‘Investment’ section, allowing non-admin users to delete balance records in the Balance Review screen. Learn More
Practice Management Integration – APS Contacts+
The BGL Suite and APS Contacts+ integration is now live. This two-way integration allows for efficient client and contact data management across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and APS Practice Management) in a single database. Learn More
Smart Matching – Account View
The Account View for each sub-level account will now be collapsed by default, with the addition of one-click refresh and expand/collapse all buttons. Plus, debits and credits are now separated into distinct columns for a clearer view. Learn More
Corporate Actions
Two mergers have been added to Corporate Actions:
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
© 2024 BGL Corporate Solutions Pty Ltd.
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