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Simple Fund 360 Subscription Fee Increase – 1 July 2023

By BGL Update, Simple Fund 360No Comments

BGL will increase the base subscription fee for Simple Fund 360 Professional Edition on 1 July 2023. 

It has been 2 years since BGL last increased its Simple Fund 360 Professional Edition software subscription fees, and a lot has happened in that time.

Over the past 2 years, the Simple Fund 360 Team has released software updates every 3 weeks with hundreds of new features, enhancements and compliance changes. Some of the new features include:

The time has therefore come to increase the Simple Fund 360 Professional Edition software subscription fees.

From 1 July 2023, the base subscription fee for Simple Fund 360 Professional Edition will increase from $110.00 per fund per annum plus GST to $120.00 per fund per annum plus GST.

There is no change in subscription fees for the Simple Fund 360 Bank Data or Share Data Pack services.

Clients will have the opportunity “Lock in current subscription pricing” by paying their Simple Fund 360 Professional Edition software subscription fees annually in advance at the current base subscription rate before 30 June 2023. BGL will provide details of how to take advantage of this opportunity soon.

If you have questions regarding your BGL software subscription, please reply to this email or call your Account Manager on 1300 654 401.

April 24, 2023
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BGL integrates with accountantsGPS to streamline SMSF reporting

By In the Media, Industry, SMSF AdviserNo Comments

Written by Keeli Cambourne
Published by SMSF Adviser on 11 April 2023
Click here to read on the SMSF Adviser website

BGL integrates with accountantsGPS to streamline SMSF reporting

Checking on the health of an SMSF is now a lot simpler with the integration of the Simple Fund 360 with fintech platform accountantsGPS.

SMSF software provider BGL Corporate Solutions (BGL) has added Mebourne-based company accountantsGPS to its suite to offer its clients an SMSF check-up report, which can provide a comprehensive analysis of a fund’s compliance and financial situation to evaluate how the fund is progressing in key areas.

BGL managing director Ron Lesh said the report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning.

“The report will help Simple Fund 360 clients to determine whether the trustees and members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals,” he said.

George Haramis, chief executive and co-founder of the Fiduciary Group and accountantsGPS, said accountants can now undertake a comprehensive analysis of their clients’ SMSF across a number of key areas, adding additional value to trustees and members and eliminating the time, cost and angst of trying to create a report manually.

Jeevan Tokhi, head of Simple Fund 360 at BGL, said the integration allows BGL clients to log in to the accountantsGPS platform using their Simple Fund 360 credentials. Clients can then authorise Simple Fund 360 to pass information relating to all or a select number of their SMSFs to the accountantsGPS platform.

“BGL’s API will pre-fill 95 per cent of the information required to complete the SMSF check-up report, making this a simple, streamlined process that takes just a few minutes per fund. Importantly, it means clients can provide the report for their SMSFs without requiring an Australian Financial Services (AFS) Licence,” he said.

April 11, 2023
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Digital check-up offered for SMSF clients

By In the Media, Industry, Super ReviewNo Comments

Written by Laura Dew
Published by Super Review on 11 April 2023
Click here to read on the SMSF Adviser website

Self-managed super fund (SMSF) software provider BGL Corporate Solutions has announced its software is now integrated with accountantsGPS to offer a digital check-up

Simple Fund 360 would now be integrated with Melbourne-based fintech platform accountantsGPS, part of Fiduciary Financial Services, and provide clients with a digital SMSF check-up report.

BGL clients would be able to log into the accountantsGPS platform and authorise Simple Fund 360 to pass information relating to their SMSFs to the platform. Some 95% of the information could be pre-filled, making it a streamlined process to produce the report.

It also meant clients would produce the report without the need for an Australian Financial Services license.
BGL managing director, Ron Lesh, said: “The digital SMSF Check-Up Report provides a comprehensive analysis of a fund’s compliance and financial situation to evaluate how a fund is progressing in many key areas.

“The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning. The report will help Simple Fund 360 clients to determine whether the trustees and members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals.”

April 11, 2023
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BGL supplies simple SMSF reporting with accountantsGPS integration

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 06 April 2023
Click here to read on Accountants Daily website

The collaboration will provide clients with a comprehensive analysis of a fund’s compliance and financial situation, says the firm.

BGL customers will be able to simplify their SMSF reporting thanks to the firm’s latest integration with Melbourne-based fintech accountantsGPS.

BGL managing director Ron Lesh said he was excited to bring the collaboration with accountantsGPS to his clients.

“This integration allows Simple Fund 360 clients to produce a new SMSF check-up report using accountantsGPS’s proprietary technology — a first for the SMSF market and available exclusively to BGL clients,” said Mr Lesh.

“The digital SMSF check-up report provides a comprehensive analysis of a fund’s compliance and financial situation to evaluate how a fund is progressing in many key areas.

“The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning.”

Mr Lesh said the report would also help Simple Fund 360 clients determine whether the trustees and members of a fund would meet their compliance obligations and longer-term investment and retirement goals.

Chief executive and co-founder of the Fiduciary Group and accountantsGPS, George Haramis, said the firm was thrilled by the capabilities it had provided in the SMSF check-up report and integrating with BGL.

“It is particularly exciting for our business to partner exclusively with BGL and offer this unique and valuable service to their accounting clients,” said Mr Haramis.

“Accountants can now undertake a comprehensive analysis of their clients’ SMSF across a number of key areas adding additional value to trustees and members and eliminating the time, cost and angst of trying to create a report manually, if achievable at all.

“It is a long-awaited development for the SMSF sector that has finally arrived.”

Head of Simple Fund 360 at BGL, Jeevan Tokhi, said the integration would streamline the creation of an SMSF report.

“The integration allows BGL clients to log in to the accountantsGPS platform using their Simple Fund 360 credentials,” said Mr Tokhi.

“Clients can then authorise Simple Fund 360 to pass information relating to all or a select number of their SMSFs to the accountantsGPS platform.

“BGL’s API will pre-fill 95 per cent of the information required to complete the SMSF check-up report, making this a simple streamlined process that takes just a few minutes per fund.”

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

April 6, 2023
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BGL integrates with accountantsGPS to streamline SMSF reporting

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 05 April 2023
Click here to read on the XU Magazine website

BGL integrates with accountantsGPS to streamline SMSF reporting

SMSF software provider BGL Corporate Solutions (BGL) has added Mebourne-based company accountantsGPS to its suite to offer its clients an SMSF check-up report, which can provide a comprehensive analysis of a fund’s compliance and financial situation to evaluate how the fund is progressing in key areas.

BGL managing director Ron Lesh said the report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning.

“The report will help Simple Fund 360 clients to determine whether the trustees and members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals,” he said.

George Haramis, chief executive and co-founder of the Fiduciary Group and accountantsGPS, said accountants can now undertake a comprehensive analysis of their clients’ SMSF across a number of key areas, adding additional value to trustees and members and eliminating the time, cost and angst of trying to create a report manually.

Jeevan Tokhi, head of Simple Fund 360 at BGL, said the integration allows BGL clients to log in to the accountantsGPS platform using their Simple Fund 360 credentials. Clients can then authorise Simple Fund 360 to pass information relating to all or a select number of their SMSFs to the accountantsGPS platform.

“BGL’s API will pre-fill 95 per cent of the information required to complete the SMSF check-up report, making this a simple, streamlined process that takes just a few minutes per fund. Importantly, it means clients can provide the report for their SMSFs without requiring an Australian Financial Services (AFS) Licence,” he said.

April 5, 2023
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BGL integrates with accountantsGPS to streamline SMSF reporting

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 05 April 2023
Click here to read on the Australian Fintech website

BGL integrates with accountantsGPS to streamline SMSF reporting

BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, has announced its multi-award-winning SMSF administration software, Simple Fund 360, now integrates with the Fintech platform, accountantsGPS, to provide its clients with a new digital SMSF Check-Up Report.

“We are thrilled to add Melbourne-based Fintech, accountantsGPS, to the BGL Ecosystem,” said BGL’s Managing Director Ron Lesh. “This integration allows Simple Fund 360 clients to produce a new SMSF Check-Up Report using accountantsGPS’ proprietary technology – a first for the SMSF market and available exclusively to BGL clients.”

“The digital SMSF Check-Up Report provides a comprehensive analysis of a fund’s complianceand financial situation to evaluate how a fund is progressing in many key areas,” continued Lesh. “The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning. The report will help Simple Fund 360 clients to determine whether the Trustees and Members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals.”

George Haramis, CEO and Co-Founder of the Fiduciary Group and accountantsGPS, said, “As one of Australia’s leading digital providers of personal financial advice, we are absolutely thrilled to have progressed our digital technology capabilities to develop the SMSF Check-Up Report. It is particularly exciting for our business to partner exclusively with BGL and offer this unique and valuable service to their accounting clients. Accountants can now undertake a comprehensive analysis of their clients’ SMSF across a number of key areas adding additional value to Trustees and Members and eliminating the time, cost and angst of trying to create a report manually, if achievable at all. It is a long-awaited development for the SMSF sector that has finally arrived.”

Jeevan Tokhi, Head of  Simple Fund 360 at BGL, said, “The integration allows BGL clients to log in to the accountantsGPS platform using their Simple Fund 360 credentials. Clients can then authorise Simple Fund 360 to pass information relating to all or a select number of their SMSFs to the accountantsGPS platform. BGL’s API will pre-fill 95+% of the information required to complete the SMSF Check-Up Report, making this a simple streamlined process that takes just a few minutes per fund. Importantly, it means clients can provide the report for their SMSFs without requiring an Australian Financial Services (AFS) licence.”

BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.

April 5, 2023
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A sneak peek at BGL’s Company Secretary 101: A Beginner’s Guide on-demand training course!

By BGL UpdateNo Comments

BGL has launched a comprehensive, on-demand version of its hugely popular training course, Company Secretary 101: A Beginner’s Guide, on the BGL Learning Channel!

To celebrate the launch, we invite you to attend our free live 1-hour webinar on Thursday, 27 April 2023 from 14:00 – 15:00 AEST. Register Now!

Presented by Anthony Costa, Training and Documentation Manager at BGL, this webinar will give you a sneak peek at the Company Secretary 101: A Beginner’s Guide on-demand training course. We will also briefly demonstrate the BGL Learning Channel, including how to access and navigate it.

Date: Thursday 27 April 2023
Time: 14:00 – 15:00 AEST

Can’t make it to our live webinar? Register anyway to get the recording!

REGISTER NOW!

What is the BGL Learning Channel?

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. Click here for instructions.

Once logged in to the BGL Learning Channel, you can access a free library of on-demand, self-paced BGL product training courses and modules, including the Company Secretary 101: A Beginner’s Guide course.

What is the Company Secretary 101 training course? 

The Company Secretary 101: A Beginner’s Guide course is ideal for new ASIC registered agents, accountants and administrators or those wanting to refresh their skills. It will provide participants with an understanding of the role, responsibilities and functions of an ASIC registered agent, along with some basic concepts such as:

  • Company basics (what is a company?)
  • Compliance basics (what are the obligations of a company?)
  • Company reports, forms and Annual Reviews (oh my!)
  • What is CAS 360? (and why you’ll love it)

Course Details:

  • 4 modules (45 minutes in total)
  • Interactive exercises and final assessment
  • Certificate of achievement (2 CPD hours)
  • Exclusive to the BGL Learning Channel
  • FREE unlimited access for BGL clients

To learn more, visit www.bglcorp.com/company-secretary-course.

April 5, 2023
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BGL integrates with accountantsGPS to streamline SMSF reporting

By BGL Update, Simple Fund 360No Comments

BGL is proud to announce its multi-award-winning SMSF administration software, Simple Fund 360, now integrates with the Fintech platform, accountantsGPS, to provide its clients with a new digital SMSF Check-Up Report.

“We are thrilled to add Melbourne-based Fintech, accountantsGPS, to the BGL Ecosystem,” said BGL’s Managing Director Ron Lesh. “This integration allows Simple Fund 360 clients to produce a new SMSF Check-Up Report using accountantsGPS’ proprietary technology – a first for the SMSF market and available exclusively to BGL clients.” 

“The digital SMSF Check-Up Report provides a comprehensive analysis of a fund’s compliance and financial situation to evaluate how a fund is progressing in many key areas,” continued Lesh. “The report includes SMSF documentation, investment performance, investment policy development, contribution strategies, investment property performance (including debt position), insurance and estate planning. The report will help Simple Fund 360 clients to determine whether the Trustees and Members of a fund will meet their compliance obligations as well as their longer-term investment and retirement goals.”

George Haramis, CEO and Co-Founder of the Fiduciary Group and accountantsGPS, said: “As one of Australia’s leading digital providers of personal financial advice, we are absolutely thrilled to have progressed our digital technology capabilities to develop the SMSF Check-Up Report. It is particularly exciting for our business to partner exclusively with BGL and offer this unique and valuable service to their accounting clients. Accountants can now undertake a comprehensive analysis of their clients’ SMSF across a number of key areas adding additional value to Trustees and Members and eliminating the time, cost and angst of trying to create a report manually, if achievable at all. It is a long-awaited development for the SMSF sector that has finally arrived.”

Jeevan Tokhi, Head of Simple Fund 360 at BGL, said: “The integration allows BGL clients to log in to the accountantsGPS platform using their Simple Fund 360 credentials. Clients can then authorise Simple Fund 360 to pass information relating to all or a select number of their SMSFs to the accountantsGPS platform. BGL’s API will pre-fill 95+% of the information required to complete the SMSF Check-Up Report, making this a simple streamlined process that takes just a few minutes per fund. Importantly, it means clients can provide the report for their SMSFs without requiring an Australian Financial Services (AFS) licence.” 

BGL’s free and open API is used extensively across the industry. Over 350 data feed and integration partners in the BGL Ecosystem deliver a holistic experience to our clients.

To learn more about this integration and see it in action, attend our free live 1-hour webinar with BGL and accountantsGPS, on Thursday, 13 April 2023 at 12:00 AEST. Register Now!

About Fiduciary Financial Services Pty Ltd trading as accountantsGPS

Fiduciary is a Melbourne-based Fintech that owns both accountantsGPS and moneyGPS. 

accountantsGPS was established to provide relevant services to the accounting profession, commencing with the development of the SMSF Digital Check-Up Report. accountantsGPS also offers a comprehensive program of client-related digital advice and other related financial services, including SMSF Advice, to be made available to an accountant’s wider client base via moneyGPS – without the need for the accountant to become licensed. For more information, please visit www.app.accountantsgps.com.au. 

accountantsGPS is a proud sponsor of the Self-Managed Super Fund Association.

Digital SMSF Check-Up Report Disclaimer

It is important to note that while the Digital SMSF Check-Up Report provides detailed feedback on the health of the fund, the information contained is factual in nature, and nothing should be read to constitute financial advice, nor should the information be acted upon without professional advice.

April 4, 2023
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