CoinJar has teamed up with Syla and BGL by streamlining your personal, SMSF, trust and corporate tax returns.
We are excited to announce the latest CAS 360 update!
Published by Australian Fintech on 13 July 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions (BGL), Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, has announced the appointment of an Executive Team of exceptional talent to drive strategic growth and innovation.
“I’m so proud of each member of the BGL Executive Team,” said Ron Lesh, BGL’s Managing Director. “Comprised of seven individuals with a combined total of 123 years of service at BGL, these leaders bring extensive experience and unwavering dedication to driving BGL’s strategic growth and innovation. Our products, clients and team could not be in better hands.”
The purpose of the BGL Executive Team is to deliver on the strategic and operational requirements of BGL. With a strong emphasis on growth and development, their goal is to retain, educate and grow our people, clients, partners and the industries in which we work. By maintaining core values and a commitment to exceptional products and experiences, the team aims to achieve sustained growth across all facets of the business.
Introducing the members of the BGL Executive Team:
Ashley Avileli – Chief Technology Officer
Admired and respected for his can-do approach and profound IT knowledge, Ashley and his team keep our BGL cloud software running every day of the year.
Adriana Cavallo – Head of Customer Experience (APAC)
Widely admired within the industry, Adriana is a focused and committed individual who is customer-obsessed and instrumental in delivering remarkable experiences to BGL clients.
Nadine Freitag – People and Culture Manager
With an extraordinary commitment to the betterment of BGL, Nadine is instrumental in developing BGL’s team while strengthening the company’s exceptional workplace culture.
Ron Lesh – Founder and Managing Director
Having started BGL in 1989, Ron’s commitment to building great products together with great people, teams and culture has been the key to BGL’s success.
Warren Renden – Head of CAS 360
With a relentless focus on product, team and client experience, Warren exceeds client expectations and advocates for BGL and its clients across multiple external boards.
Jeevan Tokhi – Head of Simple Fund 360
Respected in the industry for his profound impact, knowledge and professionalism, Jeevan is a strategic thinker with an incredible ability to deliver exceptional outcomes for BGL and its clients.
Daniel Tramontana – Chief Executive Officer
With a great passion for leadership and dedication to the BGL team, clients and community, Daniel has been instrumental in the growth and success of BGL.
Daniel Tramontana, Chief Executive Officer at BGL, said, “As we venture into the next season of BGL, we are super excited about the opportunities ahead. We will continue to build great products. We will deliver exceptional client experiences and moments. And we will do this with the highest level of gratitude and respect for the countless clients (some across 4 decades) who continue to support us with an unwavering belief that inspires us to be the best version of ourselves.”
BGL is proud to announce the appointment of an Executive Team of exceptional talent to drive strategic growth and innovation.
BGL will increase the Simple Fund 360 Trustee Edition software subscription renewal fee from 1 October 2023.
BGL has not increased the Simple Fund 360 Trustee Edition software subscription fee since the product was first launched in 2014.
Over the past 9 years, the Simple Fund 360 Team has released updates every 3 weeks with hundreds of new features, enhancements and compliance changes.
The time has therefore come to increase the Simple Fund 360 Trustee Edition software subscription fee.
From 1 October 2023, the Simple Fund 360 Trustee Edition software subscription renewal fee will increase from $200.00 plus GST to $250.00 plus GST.
If you have questions regarding your BGL software subscription, please reply to this email or call your Account Manager on 1300 654 401.
We are excited to announce the latest update for Simple Fund 360 and Simple Invest 360!
Published by Australian Fintech on 03 July 2023
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment management software, has announced the release of the 2023 SMSF Annual Tax Return in its SMSF administration software solution, Simple Fund 360.
“I am continually impressed with our Simple Fund 360 team,” said Ron Lesh, BGL’s Managing Director. “Since 1 January 2023, they have delivered 6 significant updates, including support for the 2023 SMSF Annual Return 6 weeks before the end of the financial year and even SBR electronic lodgment before 30 June 2023.”
Released on 18 May 2023, the Simple Fund 360 tax time update supports the 2023 SMSF Annual Tax Return, complete with all the required supporting schedules and electronic lodgment to the ATO from 1 July 2023. SBR electronic lodgment has also been switched on following ATO system updates. Support for newly registered funds and funds winding up for the 2023 Annual Return is also supported.
BGL’s free open API was also updated, allowing clients to seamlessly send the 2023 SMSF Annual Tax Return from Simple Fund 360 to Xero Tax and LodgeiT for lodgment.
On 15 June 2023, BGL released Part 2 of its tax time update, which includes support for the 2023 Trust and Company Income Tax Returns in its accounting, investment, and tax software, Simple Invest 360. SBR electronic lodgment is also available.
Jeevan Tokhi, Head of Simple Fund 360 at BGL, said, “Over the past 12 months, our product teams have released new client-driven features and enhancements every 3-4 weeks with innovative technologies like BGL SmartDocs, which uses artificial intelligence to extract data from PDF documents. When you add it all together, it’s easy to see why our compliance solutions are miles ahead of the competition.”
Published by XU Magazine on 30 June 2023
Click here to read on the XU Magazine website
“I am continually impressed with our Simple Fund 360 team,” said Ron Lesh, BGL’s Managing Director. “Since 1 January 2023, they have delivered 6 significant updates, including support for the 2023 SMSF Annual Return 6 weeks before the end of the financial year and even SBR electronic lodgment before 30 June 2023.”
Released on 18 May 2023, the Simple Fund 360 tax time update supports the 2023 SMSF Annual Tax Return, complete with all the required supporting schedules and electronic lodgment to the ATO from 1 July 2023. SBR electronic lodgment has also been switched on following ATO system updates. Support for newly registered funds and funds winding up for the 2023 Annual Return is also supported.
BGL is proud to announce the release of the 2023 SMSF Annual Tax Return in its SMSF administration software solution, Simple Fund 360.
We are excited to announce the latest CAS 360 update!
ASIC Fee Increase: ASIC company and business name fees have been updated in CAS 360 to reflect the ASIC fee increase that will take effect on 1 July 2023. (Note: Changes won’t apply until 1 July 2023). Learn More
Company Registration Post-Incorporation Document Pack: Users now have the option to add the Allotment Journal to the post incorporation document pack in CAS 360. Learn More
Incorporation State is now saved: When a user for a firm adds a new company registration, CAS 360 will automatically save the last used incorporation state (e.g. Victoria) in the user’s settings. Learn More
Form 362 Cover Letter: If a company has been added to CAS 360 without directors, users can quickly add/select a contact as the form signatory while preparing Form 362. If the user also chooses to prepare a cover letter, CAS 360 will now automatically prefill the letter addressee with the selected contact/form signatory information. Learn More
User Permissions: New user role settings have been added to allow or restrict user access to specific CAS 360 screens. If a user is denied access to a specific screen, the screen icon will no longer appear in the left-hand menu. Learn More
User Roles: New user role permissions have been added to allow or restrict user access to the Company Selection screen. This user role is ideal for firms who only want users to complete Company Registrations without the ability to view/change existing company details. CAS 360 account owners and administrators can turn on or off the ability for specific users to view the Company Selection page. These permissions are set in the User Role Screen. Learn More
BGL API: The CAS 360 API allows partners to retrieve all Company and Trust documents prepared in CAS 360. Now, any document not attached to a specific Company or Trust can also be retrieved via the CAS 360 API using the document ID. Learn More
Companies Listing Report: Columns for ‘Company Class’ and ‘Company SubClass’ have been added to the Companies Listing Report. Note this change only applies to the Excel version of the report, not the PDF version. Learn More
People Group Report: When applicable, the ‘Business Name cease date’ will now be displayed in the business name section of the People Group Report. Learn More
Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:
Stay tuned for future releases!
Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn
© 2024 BGL Corporate Solutions Pty Ltd.
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