Learn practical insights for smarter workflows
Join us at
BGL Masterclass 2026
BGL Masterclass 2026 is coming to major Australian cities in March. This in-person masterclass is your chance to turn practical insights into real action.
You’ll explore key features and processes to help you streamline workflows and get the most out of CAS 360, Simple Fund 360, Simple Invest 360, BGL SmartDocs 360 and BGLiD solutions.
Whether you’re new to BGL or ready to sharpen your existing skills, this event gives you practical knowledge, smarter processes and fresh ideas to take back to your team.Â
Learn from the people who know BGL best
Our presenters bring 68+ years of combined BGL experience and a deep understanding of client workflows to help you streamline compliance, automate administrative tasks and deliver better outcomes for you and your clients.Â
Andrew Paszko
Simple Invest 360 Product Manager
Anthony Fernandez
Simple Fund 360 Product Manager
Eric Li
Simple Invest 360 Business Analyst
Justin Liow
Simple Fund 360 Product Manager
Shami De Silva
CAS 360 Product Manager
Why attend
Learn practical skills you can apply immediately.
Gain insights to streamline workflows.
Maximise the value of your BGL software.
Earn 6 certified CPD hours to grow your career.
Get answers to your questions from BGL experts.
Connect and network with other BGL clients.
Testimonials
Strong product expertise, backed by BGL’s customer-centric culture.
Mai Pauling,
Pure Tax Accounting
BGL Masterclass opened my eyes to the potential of the software.
Sharon Hope,
Hope Accounting
I love that BGL has the people who actually know what it’s all about do these sessions.
Trish Thompson,
The Brian Group
Dates and Locations
Agenda and Sessions
09:00 – 09:15 | Registrations open
09:15 - 10:15 | Session 1: CAS 360
Legislation Update: Get Ahead of Proposed ASIC Changes
Smarter Communication: Harnessing the Power of Contextual Emails
Enhanced Comparison Reports: Elevate Your Review Accuracy with AI
Set and Forget: Mastering Scheduled Emails
Debt Alert Enhancements: Stay Ahead of Outstanding Balances
Trust Administration: Best Practices for Managing Trusts
Digital Signing Best Practice: Faster, Safer, More Compliant
Coming Soon: A Sneak Peek at the Future of CAS 360
10:15 – 10:45 | Morning tea served
10.45 - 11:15 | Session 2: BGLiD
New KYC Verification and AUSTRAC Notification Regulations
BGL Suite Integration
Using BGLiD for Clients Outside the BGL Ecosystem
What’s Planned for 2026
11:15 - 11:45 | Session 3: BGL SmartDocs 360
How BGL SmartDocs 360 Works: The AI Engine Transforming Document Handling
Xero Integration: Automate and Streamline Data Extraction
Accounts Payable Automation: Simplify Invoicing and Reduce Manual Data Entry
Coming Soon: A Sneak Peek at the Features in Development
11:45 – 12:30 | Lunch served
12:30 - 14:00 | Session 4: Simple Fund 360 and Simple Invest 360
Navigating Fund Complexity With Confidence
ATO and Compliance: What You Need to Know Now
Introducing the New Lodgement Experience
Division 296 Made Simple
A Smarter Member Dashboard and Effortless Pension Allocation
Macquarie CMA Statement Imports
AI Assistants: Your New Productivity Powerhouse
Wrap Statement Extractor: Automate the Heavy Lifting
Property Dashboard and Smart Invoicing Tools
Customisable Consolidated Reporting: Tailored Insights
Workpapers Reinvented: Faster, Clearer, Smarter
Coming Soon: Innovations Shaping the Future of Simple Fund 360 and Simple Invest 360
14:00 | Event concludes
Tickets Pricing
$85.00 plus GST per person.
Your ticket includes access to all sessions, ensuring a comprehensive learning experience.
Book Now
Contact Us
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