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August 2024

Simple Fund 360 and Simple Invest 360 Product Update – 22 August 2024

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Support Calls
The user interface and search functionality for support calls have been upgraded to improve the user experience. Learn More

SMSF Annual Return and Schedules Report
A new report of the SMSF Annual Return and the schedules containing data has been added. Learn More

Workflow
The following improvements have been made to Workflow:

  • Templates can be rearranged by users.
  • Financial year and completion date have been added to Template Usage export.
  • The same template is now selectable from Workflow Jobs view for multiple financial years.
  • The Last Task Description and Completion Date are now in separate columns in the Workflow Jobs export

Corporate Actions
The following mergers have been added to Corporate Actions:

  • HAU.AX 28th June 2024
  • BLD.AX 10th July 2024
  • QVE.AX 16th July 2024
  • BYE.AX 17th July 2024
  • MRM.AX 26th July 2024
  • CSF.AX 29th July 2024
  • ALU.AX 1st August 2024
  • GNX.AX 1st August 2024

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

August 27, 2024
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BGL has hit the road for Xero Roadshow 2024

By BGL Update, NewsNo Comments

We are thrilled to hit the road for the Xero Roadshow 2024!

BGL will attend 17 Xero Roadshow locations and are excited to see all of you! This roadshow is an incredible opportunity to meet new and existing clients, our ecosystem partners and the broader accounting community.

Learn more about the BGL Suite.

At these events, we’ll be showcasing the benefits of the BGL Suite, including: 

CAS 360: The complete company, trust and AML management software with powerful automation and streamlined workflows. 

Simple Fund 360: Australia’s leading SMSF administration software. An intelligent, automated solution for streamlining all aspects of SMSF compliance management and administration.  

Simple Invest 360: The complete accounting, investment and tax software solution that  efficiently manages investment portfolios, CGT records and ATO lodgement for companies, trusts and individuals.

BGLiD: A simple client identity verification solution that seamlessly integrates with CAS 360 for instant ID verification.

BGL SmartDocs 360: An AI-powered paper-to-data solution that effortlessly transforms unstructured paper data such as financial documents into smart digital data with actionable insights.

SmartDocs AI Studio: An AI-powered paper-to-data integration platform that seamlessly integrates with any software solution to streamline data management, training, labelling and model hosting. 

Meet the team!

Our team will kick things off with Parramatta on 27 August 2024 and then continue their road trip around the country. Make sure to join us at the location near you to meet the BGL team!

Where can you find us?

27 August, Parramatta, Rosehill Gardens Racecourse | Peter Di Stefano

28 August, Launceston, Hotel Grand Chancellor Launceston | Carina Muntean

28 August, Wollongong, Novotel Wollongong Northbeach | Peter Di Stefano

28 August, Hobart, Hotel Grand Chancellor Hobart | Carina Muntean

3 September, Geelong, GHMBA Stadium | Luca Ranellone

3 September, Sunshine Coast, Sunshine Coast Convention Centre | Carina Muntean

4 September, Narre Warren, Bunjil Place |Simon Lee and Joshua Guille

5 September, Cairns, Pullman Reef Hotel Casino | Carina Muntean

5 September, Melbourne, Melbourne Convention and Exhibition Centre | Rhys Davies, Joshua Guille and Tyler McNaught

9 September, Sydney, ICC Sydney Jesse Marmara and Carlos Issa

10 September, Gold Coast, The Star Gold Coast | Sejal Jaiswal and Jeevan Tokhi

10 September, Newcastle, Newcastle City Hall | Jesse Marmara

12 September, Brisbane, Brisbane Convention and Exhibition Centre | Sejal Jaiswal and Jeevan Tokh

12 September, Canberra, Hotel Realm | Luca Ranellone

17 September, Albury, Albury Entertainment Centre | Peter Di Stefano and Cody Deleeuw

18 September, Adelaide, Adelaide Convention Centre | Rhys Davies and Tyler McNaught

20 September, Perth, Perth Convention and Exhibition Centre | Luca Ranellone

We look forward to seeing you!

August 7, 2024
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BGL unveils AI powered BGL SmartDocs integration in CAS 360

By BGL Update, CAS 360No Comments

BGL is proud to announce the integration of its AI-powered document solution, BGL SmartDocs, into its company, trust and ID verification management software, CAS 360.

The integration assigns each entity in CAS 360 a unique email address. When documents are sent to this address, they are automatically processed and attached to the relevant document packs, ensuring a streamlined workflow and significantly reducing manual handling.

“This is another huge step for BGL and I am incredibly proud of our hard-working team who made this integration possible” said BGL’s Chief Executive Officer, Daniel Tramontana. “This new feature is set to enhance the user experience for our CAS 360 clients. I couldn’t be more excited to deliver this cutting-edge solution to minimise manual processes for our users.”

BGL SmartDocs saves time even when documents are not digitally signed. By leveraging AI, signed and unsigned documents can be identified and uploaded to CAS 360. Signed documents update the document status in CAS 360 and all documents are automatically attached to the existing document pack.

Warren Renden, Head of CAS 360 at BGL, added: “Integrating BGL SmartDocs into CAS 360 represents a significant leap forward in our commitment to improving efficiency and administration workflows for our clients. With this powerful new feature, our clients can utilise the BGL SmartDocs AI to automatically attach client-signed documents to the correct CAS 360 record simply by forwarding an email.” 

For more information on this update, please visit click here.

August 6, 2024
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Simple Fund 360 and Simple Invest 360 Product Update – 1 August 2024

By BGL Update, Simple Fund 360, Simple Invest 360No Comments

What's New?

Reports Screen
A new Trust Income Schedule Reconciliation Report is now available in Workpaper Reports. This new report makes it easier to reconcile the data on the ATO Trust Income Schedule for the 2024 financial year. Learn More

Contacts
Duplicate contacts can now be merged using the new Contact Merge feature. Learn More

Special Disability Trust
Special Disability Trust has been added as a trust type in the Entity Details and Entity Setup screens. Learn More
This feature is exclusively available in Simple Invest 360.

Reports
A new report setting allows customisation of the titles of Financial Reports. Learn More
This feature is exclusively available in Simple Invest 360.

Division 7A
The Division 7A Loans screen can now be exported to PDF. Learn More
This feature is exclusively available in Simple Invest 360.

Corporate Actions
A question mark icon and brief explanation have been added to the Donation/Refund feature for Dividend Reinvestment Plans (DRPs). The validation also now prevents Donations or Refunds from being processed if the residual balance is zero. Learn More

Corporate Actions
The NVIDIA (NVDA) 10 for 1 share split and the following 6 mergers have been added to corporate actions.

  • GSR: 18 Jun 2024

  • ABC: 02 Jul 2024

  • MEA: 28 Jun 2024

  • SLR: 20 Jun 2024

  • PBP: 19 Jun 2024

  • MGF: 22 Jul 2024

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

August 2, 2024
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