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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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BGL appoints Brad Wilkinson as Head of Ecosystem

By BGL Update, CultureNo Comments

BGL is proud to announce the appointment of Brad Wilkinson as its new Head of Ecosystem.

“It’s fantastic to see the Team embrace opportunity and rise up the ranks at BGL” said Ron Lesh, BGL’s Managing Director. “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. 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.”

As a certified SCRUM Master (CSM) with a Bachelor of Accounting, Banking and Finance, Brad is an experienced leader with a passion for software development and project management. Joining BGL in 2010, Brad has contributed significantly to BGL throughout his career with roles including Support Consultant, Data and Business Analyst and most recently, Product Manager – Connected Services. 

“In his role as Product Manager – Connected Services, Brad and his team were responsible for adding more than 250 data feeds, contributing to the 40,000+ daily transactions processed through BGL’s Ecosystem” added Lesh. “With Brad’s experience connecting the dots between data providers and BGL’s products CAS 360, Simple Fund 360 and Simple Invest 360, the Ecosystem Team is well positioned to continue to lead the industry in connectivity in the years ahead.”

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients. 

May 31, 2022
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BGL appoints new head of Simple Fund 360

By In the Media, News, SMSF AdviserNo Comments

Published by SMSF Adviser, powered by MOMENTUM MEDIA
Written by Miranda Brownlee on 23 May 2022
Click here to read on SMSF Adviser website

BGL appoints new head of Simple Fund 360

SMSF software firm BGL has promoted its head of ecosystem as the new head of Simple Fund 360.

BGL Corporate Solutions has announced the appointment of Jeevan Tokhi as its new head of Simple Fund 360.

As a qualified CPA (SMSF specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including support consultant, business and test analyst, Simple Fund Desktop product manager, Simple Fund 360 product manager and most recently, head of ecosystem.

Mr Tokhi said he has enjoyed building innovative software applications with a strong focus on the needs of BGL’s clients and will continue to do so.

BGL managing director Ron Lesh said it has been a pleasure to watch Jeevan grow and thrive with BGL, both personally and professionally, since he joined BGL in 2005.

“We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own,” said Mr Lesh.

“Jeevan is perfectly positioned and qualified to lead Simple Fund 360 into the future,” added Lesh. “With his vision for Simple Fund 360 and experience working with BGL’s flagship products, CAS 360 and Simple Invest 360, our clients are in for an incredible journey. Watch this space!”

May 23, 2022
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BGL is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360

By In the Media, News, XU MagazineNo Comments

Published by XU Magazine
Click here to read on XU Magazine website

BGL is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360.

“It has been a pleasure to watch Jeevan grow and thrive with us both personally and professionally, since he joined BGL in 2005” said Ron Lesh, BGL’s Managing Director. “We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own.”

As qualified CPA (SMSF Specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including Support Consultant, Business and Test Analyst, Simple Fund Desktop Product Manager, Simple Fund 360 Product Manager and most recently, Head of Ecosystem.

“I have enjoyed building leading, innovative software applications by focusing on BGL’s clients’ needs and will continue to do so” noted Jeevan Tokhi.

“Jeevan is perfectly positioned and qualified to lead Simple Fund 360 into the future” added Lesh. “With his vision for Simple Fund 360 and experience working with BGL’s flagship products, CAS 360 and Simple Invest 360, our clients are in for an incredible journey. Watch this space!”

Simple Fund 360 is Australia’s leading self-managed super fund (SMSF) administration software solution with over 7,100 clients managing over 243,000 funds on the platform.

May 20, 2022
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BGL appoints Jeevan Tokhi as Head of Simple Fund 360

By In the Media, Money News Australia, NewsNo Comments

Published by Money News Australia
Written on 20 May 2022
Click here to read on the Money News Australia website

BGL appoints Jeevan Tokhi as Head of Simple Fund 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, have announced the appointment of Jeevan Tokhi as its new Head of Simple Fund 360.

“It has been a pleasure to watch Jeevan grow and thrive with us both personally and professionally, since he joined BGL in 2005,” said Ron Lesh, BGL’s Managing Director. “We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own.”

As qualified CPA (SMSF Specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including Support Consultant, Business and Test Analyst, Simple Fund Desktop Product Manager, Simple Fund 360 Product Manager and most recently, Head of…

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May 20, 2022
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