BGL launches Open Banking integration with Skript. This integration connects Simple Fund 360 and Simple Invest 360 clients to the world of Open Banking.
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.
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.
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!
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!
BGL’s commitment to excellence and innovation has been recognised across the industry, earning the company many distinguished awards including:
“We are incredibly proud to be recognised with these awards” said BGL’s Chief Executive Officer, Daniel Tramontana. “I am grateful to work with our hard-working and dedicated team. Their commitment and passion are the foundation for our success. They help BGL focus on providing innovative solutions and incredible service to our clients, making winning these awards possible.”
BGL’s award-winning software solutions have set new industry standards, delivering exceptional compliance management capabilities. The company’s flagship products, CAS 360, Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360, have transformed business compliance and documentation processes, enhancing efficiency, productivity and accuracy.
Ron Lesh, Founder/Director at BGL, said, “Our journey has always been about setting new standards in the industry and pushing boundaries. Winning these awards is an incredible milestone for us. It enforces our commitment to delivering exceptional products and services. We are focused on evolving and adapting to the ever-changing needs of our clients and the industry. We look forward to the future, where we will continue to make more innovative changes and developments for the industry.”
“This marks a significant milestone for BGL and the Simple Fund 360 team,” says BGL’s Founder/Director, Ron Lesh. “I am incredibly proud of each and every member of the BGL team both past and present who have helped us get to this milestone. This accomplishment displays our Team’s dedication to delivering an exceptional product and outstanding service to our clients”.
Released in 2014, Simple Fund 360 is the complete SMSF administration software solution with AI-driven processing, industry-leading automation, analytical insights, accounting workpapers and much much more. Innovative features like BGL SmartDocs, Smart Matching, Workflow and Smart Reports for financial analysis mean it stands alone as the market-leading SMSF administration solution.
Simple Fund 360’s impressive growth is set against the backdrop of the latest Australian Taxation Office (ATO) SMSF statistics. On 31 March 2024, Australia had 616,400 SMSFs managing $932.9 billion in assets. Notably, BGL reached 250,000 funds in 2020, underscoring the remarkable progress we have made over the past few years.
Jeevan Tohki, General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs at BGL, said, “BGL has remained the number 1 SMSF software provider for the past 25 years.” He continued, “Simple Fund 360 launched 10 years ago and now has over 49% of the market. Its market share continues to grow consistently due to BGL’s team’s constant innovation, listening to client feedback and having a fantastic team that cares about its clients.”
Looking ahead, BGL’s Chief Executive Officer, Daniel Tramontana, shared his thoughts on the future. “We are exceptionally proud of the team’s hard work and commitment. We aim to achieve 50% market share soon while continuing to lead the industry and provide unparalleled service and innovation to our clients”.
For more information, please visit www.bglcorp.com.
This move reflects our collective goal of advancing the accounting sector by making this premier event available to BGL clients, partners and the broader accounting community in these challenging times.
“We are beyond grateful to our sponsors for their outstanding support, which has allowed us to extend an open invitation to all our clients and community to attend BGL REGTECH 2024 at no cost,” said BGL’s Chief Executive Officer, Daniel Tramontana. “We look forward to welcoming everyone to our event of the year and showcasing the amazing developments we have implemented and some we are working on!”
Ron Lesh, Founder/Director of BGL said, “The support from our sponsors has been nothing short of remarkable. Their support is instrumental in making this event available to a broader audience. It underscores our commitment to providing exceptional products and services to our clients, community and the industry.”
Dates and locations:
For more information and to register your team, visit www.bglregtech.com.
“This is not your ordinary gathering of accountants but rather a vibrant hub of innovation, inspiration and collaboration for the entire sector” said BGL’s Chief Executive Officer, Daniel Tramontana. “It will be a valuable opportunity for attendees to connect with industry experts and like-minded professionals, where they can explore opportunities in the industry and be ready for the future of technology”.
BGL has invited the five industry professionals to provide an opportunity for attendees to learn from their valuable insights into how to position their businesses for success.
“I am very excited to debut as a speaker for BGL REGTECH 2024“ said Adriana Cavallo, General Manager of Customer Experience (APC) at BGL. “It’s a unique opportunity for all of us to engage directly with the brightest minds in our industry and I look forward to showcasing our cutting-edge technology not only to meet but to exceed client expectations!”
Dates and locations:
For more information and to purchase tickets, visit www.bglregtech.com.
“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.
© 2025 BGL Corporate Solutions Pty Ltd.
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