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Warren Renden

CAS 360 Product Update – 2 May 2024

By BGL Update, CAS 360No Comments

What's New?

BGL SmartDocs
BGL’s AI-powered document reader, BGL SmartDocs, is now available in CAS 360! Now, each Firm in CAS 360 will have a unique email address (found in the Email Settings screen) to receive documents. Once received, documents are automatically attached to the relevant document packs. Learn More

Practice Management Integration
CAS 360 and APS Contacts+ integration is now live. This two-way integration provides efficient client and contact data management across CAS 360 and APS Practice Management in a single database. Learn More

Company Report
The Company Report now includes Dividends with a “Show Dividends” toggle option to display this data. Learn More

Comparison Report
A new “Please Review” status within the Comparison Report has been introduced. This status will prompt your attention whenever future-dated transactions are detected to ensure a thorough review and validation. Learn More

Your Feedback
We have introduced a new AskNicely survey for your feedback. This feature, among other feedback mechanisms, is closely monitored to facilitate the continuous improvement of CAS 360.

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and UK
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

May 6, 2024
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CAS 360 Product Update – 29 February 2024

By BGL Update, CAS 360No Comments

What's New?

Government ID Hover
The BGLiD Government ID hover has been redesigned to include the full name and date of birth used for the verification and the verified ID documents. Learn More

Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!

Consent to Act Letter
Director ID information has been added to the Consent to Act document template for an incoming director. Learn More

How to apply for the Director ID
The ASIC ‘How to apply for the Director ID’ document has been updated in the following document production screens:

Cover Letters Settings
The cover letter on all document packs can now be addressed to multiple contacts.

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

February 29, 2024
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CAS 360 Product Update – 1 February 2024

By BGL Update, BGLiD, CAS 360No Comments

What's New?

BGLiD
The verified ID name and date of birth have been added to the ID Verification Report. Learn More

Hint: BGLiD is a simple client identity verification solution seamlessly integrated with CAS 360. Click here to learn more!

User Roles
The user role “Import data from Governing Body” is now available in user permissions. This enables administrators to limit the import of RA72 company data from ASIC. Learn More

Company Subclass
When a Company Type is Public and Company Class is Limited by Shares, the dropdown of Company Subclass in the General Details tab will now provide the following options:

  • Listed
  • Unlisted
  • Unlisted Superannuation Trustee Company
  • Unlisted Non-Profit Company 
  • Section 150 license
  • Section 383 License (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)
  • Section 383 License Superannuation Trustee Company (note: this option should only appear if the Incorporation Date is on or before 30/06/1998)

The dropdown of Company Subclass in the Comparison Report screen has also been updated to display the same set of options as mentioned above. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
General Manager – CAS 360, Ecosystem and Brand
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

February 2, 2024
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CAS 360 Product Update – 18 January 2024

By BGL Update, BGLiD, CAS 360No Comments

What's New?

BGLiD Request Multiple ID Sources
BGLiD now provides the ability to have two different forms of ID for verification. This option adds a third ID method (Medicare card) in addition to driver’s licence and passport. Please note the Medicare card is only available when two verification sources are required. Learn More

BGLiD Automatic Re-Try
In the event of a failed ID verification attempt by a client, BGLiD will automatically email the contact notifying them of the unsuccessful verification and request they retry (at no additional cost). Learn More

BGLiD Email Reminders
Automated email reminders can be sent up to 7 days after initiating an ID request. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Email Confirmations
After successful ID verification, automated email confirmations can be sent to the contact and the requester. This feature is optional and can be selected when sending a BGLiD request. Learn More

BGLiD Preferred ID Source
A new dropdown list has been added to the Verify Identity screen providing the ability to select the preferred ID source if multiple ID types are linked to a contact. Learn More

Annual Return Validations
When a company is missing an ACN in CAS 360, the annual reports document production screen will now display a validation error message and prevent all download and send actions. Learn More

Member Register
The Register of Members has been added to Document Production for all shareholder transaction changes for other jurisdictions. Learn More

Report Improvements
The Company Listing, Compliance Status Listing and Director ID reports now display all partners and managers in the report when the company has multiple partners/managers. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!

Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn

January 19, 2024
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CAS 360 Product Update – 7 September 2023

By BGL Update, CAS 360No Comments

We are excited to announce the latest CAS 360 update!

What's New?

BGLiD – BETA Release: BGLiD is now available in BETA! BGLiD is a simple client identity verification solution fully integrated with your CAS 360 software. With: 

  • No setup or training required for CAS 360 clients,
  • Straightforward pricing with no minimum commitments,
  • The ability to use your existing CAS 360 contact data, OR
  • Request information from your client in a few clicks, and
  • Instant client identity verification results!

BGLiD validates IDs across various datasets, including Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases to verify an individual’s identity and is powered by FrankieOne. 

Want early access?

Learn more and register your interest in BETA!

Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More

Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:

  • Freeform Director Minutes/Resolutions 
  • Freeform Shareholder Minutes/Resolutions 
  • Freeform Documents Company 

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

September 8, 2023
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CAS 360 Product Update – 16 June 2023

By BGL Update, CAS 360, Product UpdatesNo Comments

We are excited to announce the latest CAS 360 update!

What's New?

New Report: A new ID Verification Status Listing report has been added to the AML Reports section of the Reports screen. This new report displays all individuals in CAS 360, their verification status and the date they were last verified. Learn More

Director Minute/Resolution and Cover Letter: When preparing the ASIC form 489 / 490, users can now quickly add representatives to corporate directors (who do not have one) using the Add Representative(s) option. Learn More

Foreign Companies: ASIC form 405 / 406 will now display the representative name(s) as signatories for corporate directors. Learn More

Independent Trustee: The newly added Independent Trustee relationship position for trusts can now sign trust documents in the same way a Trustee can and as an alternative to the Trustee. Learn More

Public Officer: A new Public Officer relationship position has been added for trusts in CAS 360. The Public Officer position will appear in the People Group report, Individual Compliance report, Contact Relationships screen and Register of Trust Relationships. Learn More

Seal Register Entries: When adding a new Seal Register Entry, CAS 360 will now automatically display the last code used to ensure the same seal code is not used twice for a company. Learn More

Minute Documents: Users can now choose which address to input in the Minute Documents from the Document Options section of the Document Production screen. Learn More

Trusts Relationships Screen: The user interface on the Trusts Relationships screen has been enhanced to create a more seamless user experience. Learn More

Navigation Sidebar: The user interface on the Navigation Sidebar has been improved to adjust to the size of the user’s screen dynamically. 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 BGL 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

June 16, 2023
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