BGL Blog

The many roads that lead to meeting FASEA’s education standards HomepageIn the MediaIndustry

The many roads that lead to meeting FASEA’s education standards

The Financial Adviser Standards and Ethics Authority (‘FASEA’) has finalised the acceptable pathways that advisers…

BGLCorpMarch 29, 2019

Common adviser practices with SMSF documents posing liability risk HomepageIn the MediaIndustry

Common adviser practices with SMSF documents posing liability risk

Advisers who offer standard template documents for SMSFs without asking clients for their preference may…

BGLCorpMarch 28, 2019

Licensed advisers and FASEA CPD HomepageIn the MediaIndustry

Licensed advisers and FASEA CPD

The Financial Adviser Standards and Ethics Authority (‘FASEA’) have finalised a continuing professional development (‘CPD’)…

Teagan CrozierMarch 25, 2019

We are serious about your security… BGL UpdateCAS 360HomepageNewsSimple Fund 360Technology

We are serious about your security…

I did a podcast with Jamie Beresford from Practice Protect for SMSF Adviser yesterday. And it…

Ron LeshMarch 22, 2019

BGL Case Study by Amazon Web Services (AWS) Case StudyHomepageIn the MediaSimple Fund 360Technology

BGL Case Study by Amazon Web Services (AWS)

BGL worked on the application of AI for its market-leading, cloud-based platform, Simple Fund 360,…

BGLCorpMarch 22, 2019

BGL announces integration with AccountKit BGL UpdateCAS 360HomepageNewsSimple Fund 360

BGL announces integration with AccountKit

The new integration allows firms using AccountKit to see CAS 360 company Annual Review status,…

BGLCorpMarch 21, 2019

‘The doomsayers are wrong’: Accounting industry younger and thriving, says ATO HomepageIn the MediaIndustry

‘The doomsayers are wrong’: Accounting industry younger and thriving, says ATO

The accounting profession is younger than ever, more gender equal, and continually growing, according to…

BGLCorpMarch 21, 2019

BGL adds Smarter SMSF document to CAS 360 and Simple Fund 360 BGL UpdateCAS 360HomepageNewsSimple Fund 360

BGL adds Smarter SMSF document to CAS 360 and Simple Fund 360

BGL is proud to announce an industry first integration with Smarter SMSF – allowing CAS…

BGLCorpMarch 20, 2019

5 resilient habits to promote a healthy brain and improve performance HomepageIn the MediaWellness

5 resilient habits to promote a healthy brain and improve performance

In order to prevent mental burnout and promote a healthy and resilient brain, implement these…

BGLCorpMarch 20, 2019

Face-to-face meetings keep accountants high on trustworthy scale HomepageIn the MediaIndustry

Face-to-face meetings keep accountants high on trustworthy scale

Accountants continue to rank highly amongst the most trustworthy professions, with face-to-face interactions vital in…

BGLCorpMarch 19, 2019

The future for accountant and bookkeeper relationships HomepageIn the MediaIndustry

The future for accountant and bookkeeper relationships

It’s clear that both the bookkeeping and accounting professions and how they work together are…

BGLCorpMarch 18, 2019

BGL declares war on Australian Super! BGL UpdateHomepageNewsSimple Fund 360

BGL declares war on Australian Super!

BGL is extremely disappointed with the comments made by Ian Silk the CEO of Australian…

Ron LeshMarch 15, 2019

Registered agents – be wary of credit card fraud HomepageIn the MediaIndustry

Registered agents – be wary of credit card fraud

A reminder to all our registered agents to be aware of the potential for credit…

BGLCorpMarch 15, 2019

‘See something, say something’ – reporting corporate misconduct HomepageIn the MediaIndustry

‘See something, say something’ – reporting corporate misconduct

Registered agents play a big role in educating and assisting companies to manage their business…

BGLCorpMarch 15, 2019

Xero Roadshow 2019 CAS 360HomepageIn the MediaIndustrySimple Fund 360

Xero Roadshow 2019

BGL Integrations Manager, Adriana Cavallo shares with Heather Smith how BGL can help the accounting…

BGLCorpMarch 14, 2019

Communication Tools for Accountants HomepageIn the MediaTechnology

Communication Tools for Accountants

When it comes to technology, there are a few free or low-cost tools available, that…

BGLCorpMarch 14, 2019

BGL provides up-to-date analysis of SMSF franking refund data BGL UpdateHomepageIndustryNewsSimple Fund 360

BGL provides up-to-date analysis of SMSF franking refund data

BGL has analysed 2017 and 2018 franking credit data for SMSF tax returns lodged through…

BGLCorpMarch 13, 2019

Having meaningful chats leads to better workplace culture HomepageIn the MediaWellness

Having meaningful chats leads to better workplace culture

Facilitating and hosting substantive conversations about health and wellbeing in the workplace brings about real…

Teagan CrozierMarch 13, 2019

Robotic Process Automation – How It Affects You… HomepageIn the MediaTechnology

Robotic Process Automation – How It Affects You…

Big data, machine learning and artificial intelligence have all been tipped to fundamentally transform the…

BGLCorpMarch 12, 2019

Mandatory Multi-Factor Authentication in CAS 360 and Simple Fund 360 BGL UpdateCAS 360HomepageNewsSimple Fund 360

Mandatory Multi-Factor Authentication in CAS 360 and Simple Fund 360

Multi-Factor Authentication (MFA) will become mandatory from 31 March 2019. Keeping your data safe is…

BGLCorpMarch 8, 2019

The perfect range of sleep for optimal performance at work HomepageIn the MediaWellness

The perfect range of sleep for optimal performance at work

It is well established that not getting enough sleep negatively impacts upon our health and…

BGLCorpMarch 6, 2019

16 : Integrations with Adriana Cavallo Uncategorised

16 : Integrations with Adriana Cavallo

BGL Account Manager and host of the pod Jorge Tsipos interviews BGL’s Adriana Cavello. Integrating…

BGLCorpMarch 3, 2019

Can a surviving spouse claim their deceased spouse’s super when they are also the executor of their estate? HomepageIn the MediaIndustry

Can a surviving spouse claim their deceased spouse’s super when they are also the executor of their estate?

The recent case of Burgess v Burgess WASC 279 (‘Burgess’) continues a line of cases…

BGLCorpMarch 2, 2019

Businesses will benefit from investing in wellbeing HomepageIn the MediaWellness

Businesses will benefit from investing in wellbeing

New research from WorkScore shows that not only do employees overwhelmingly want their workplaces to…

BGLCorpMarch 1, 2019

Hope for accountants, advisers as big new education regime rolls in HomepageIn the MediaIndustry

Hope for accountants, advisers as big new education regime rolls in

The FASEA today marked its plans to recognise the prior learning of those with specialist…

BGLCorpFebruary 28, 2019

How a customer-first approach is driving business growth CultureHomepageIn the Media

How a customer-first approach is driving business growth

Be customer-first, not product-first – what exactly does this mean? In the modern business landscape,…

BGLCorpFebruary 27, 2019

Multi-Factor Authentication (MFA) Webinars BGL UpdateCAS 360HomepageNewsSimple Fund 360

Multi-Factor Authentication (MFA) Webinars

In December 2018, BGL introduced Multi-Factor Authentication (MFA) in CAS 360 and Simple Fund 360.…

BGLCorpFebruary 26, 2019

What’s new in CAS 360 and Simple Fund 360 BGL UpdateCAS 360HomepageNewsSimple Fund 360

What’s new in CAS 360 and Simple Fund 360

CAS 360 version 47 is now live! Here is what's new…Users can now reserve company…

BGLCorpFebruary 25, 2019

New support platform for CAS 360 and Simple Fund 360 BGL UpdateCAS 360HomepageNewsSimple Fund 360

New support platform for CAS 360 and Simple Fund 360

The release of a new support platform with Zendesk is another game-changer for CAS 360…

BGLCorpFebruary 21, 2019

Does work life balance even exist? HomepageIn the MediaWellness

Does work life balance even exist?

The concept of work life balance seems to be based on a concept of an…

BGLCorpFebruary 20, 2019

The top 5 technologies helping tax practitioners automate & work smarter HomepageIn the MediaTechnology

The top 5 technologies helping tax practitioners automate & work smarter

Implementing modern technology solutions in your practice can help refine business systems and processes, and…

BGLCorpFebruary 19, 2019

Robotic Process Automation (RPA) – the next frontier HomepageIn the MediaTechnology

Robotic Process Automation (RPA) – the next frontier

Many fear that technologies such as robotic process automation will be the end of the…

BGLCorpFebruary 18, 2019

How We Sense Company Culture And Why It Matters CultureHomepageIn the Media

How We Sense Company Culture And Why It Matters

Whether your business sells to business customers or direct to consumers, your company’s potential for…

BGLCorpFebruary 15, 2019

‘Knowing technology is as important as knowing tax laws,’ trainer says HomepageIn the MediaTechnology

‘Knowing technology is as important as knowing tax laws,’ trainer says

Accountants can no longer shirk away from being technology consultants alongside their traditional role as…

BGLCorpFebruary 14, 2019

Stressed at work? Mental workouts will help HomepageIn the MediaWellness

Stressed at work? Mental workouts will help

Work-related stress is a growing issue in Australia, affecting approximately 21 per cent of people…

BGLCorpFebruary 13, 2019

SMSF specialist warns of super changes ahead HomepageIn the MediaIndustry

SMSF specialist warns of super changes ahead

Smarter SMSF co-founder and chief executive Aaron Dunn told a recent webinar accountants and advisers…

BGLCorpFebruary 12, 2019

How automation will empower accountants HomepageIn the MediaTechnology

How automation will empower accountants

The latest developments in automation will remove the need for accountants to spend time on…

BGLCorpFebruary 11, 2019

Here are the questions you need to be asking your software providers HomepageIn the MediaTechnology

Here are the questions you need to be asking your software providers

A one-size-fits-all approach just doesn’t cut it in today’s advice climate. A more tailored advice…

BGLCorpFebruary 8, 2019

Three-quarters of accountants to exit advice under FASEA: poll HomepageIn the MediaIndustry

Three-quarters of accountants to exit advice under FASEA: poll

Around 76 per cent of accountants plan to either stop providing financial advice or refer…

BGLCorpFebruary 7, 2019

Five ways workplaces can help employees manage stress HomepageIn the MediaWellness

Five ways workplaces can help employees manage stress

Workplace stress is unavoidable but prolonged exposure to stress in the workplace, especially for professionals…

BGLCorpFebruary 6, 2019

Is an alternate director for an SMSF better than a successor director? Part 2 HomepageIn the MediaIndustry

Is an alternate director for an SMSF better than a successor director? Part 2

We compare the option of a director nominating an alternate director in contrast to nominating…

BGLCorpFebruary 5, 2019

Accounting proves hard to market online HomepageIn the MediaIndustry

Accounting proves hard to market online

Accountants are facing a costly battle to market their business online as new research shows…

BGLCorpFebruary 5, 2019

AI set to transform business HomepageIn the MediaTechnology

AI set to transform business

Eighty-six per cent of Australia’s CEOs believe that artificial intelligence (AI) will significantly change the…

BGLCorpFebruary 4, 2019

ATO aids contributions cap compliance HomepageIn the MediaIndustry

ATO aids contributions cap compliance

The ATO has announced its willingness to help practitioners and their SMSF clients comply with…

BGLCorpFebruary 1, 2019

BGL releases new fund transfer feature for Simple Fund 360 BGL UpdateHomepageNewsSimple Fund 360

BGL releases new fund transfer feature for Simple Fund 360

BGL has released an automated fund transfer feature in Simple Fund 360. This feature allows…

BGLCorpJanuary 31, 2019

Calls for return of accountants’ exemption continues HomepageIn the MediaIndustry

Calls for return of accountants’ exemption continues

A recent straw poll indicates that over three-quarters of SMSF professionals would like to see…

BGLCorpJanuary 31, 2019

Grant Abbott launches SMSF-focused political party HomepageIn the MediaIndustry

Grant Abbott launches SMSF-focused political party

The SMSF Party, launched by I Love SMSF chief executive Grant Abbott, is intended to…

BGLCorpJanuary 30, 2019

How to build up your resilience HomepageIn the MediaWellness

How to build up your resilience

Resilience is a learned trait. Building resilience is a challenging journey and individuals must exert…

BGLCorpJanuary 30, 2019

What will your accounting tech stack look like in 2019? HomepageIn the MediaTechnology

What will your accounting tech stack look like in 2019?

As we hit the ground running in 2019, it’s time to relook at accounting technology…

BGLCorpJanuary 29, 2019

BGL partners with all our clients BGL UpdateHomepageNews

BGL partners with all our clients

BGL has been a software and services supplier in the accounting industry for almost 30…

Ron LeshJanuary 22, 2019

Extended Family with Jennifer and Elaine Podcast

Extended Family with Jennifer and Elaine

Host of the Pod Jorge Tsipos sits down and has a chat with some of…

BGLCorpJanuary 18, 2019

Mixed reviews for PC report’s minimum threshold HomepageIn the MediaIndustry

Mixed reviews for PC report’s minimum threshold

While some have welcomed the Productivity Commission’s proposal of a $500,000 minimum suggested balance amount…

BGLCorpJanuary 18, 2019

Read this before setting your goals for 2019 HomepageIn the MediaWellness

Read this before setting your goals for 2019

We live in an age of instant gratification. We want instant results. Whether it’s a…

BGLCorpJanuary 16, 2019

SMSF Annual Pension Obligations HomepageIndustryNews

SMSF Annual Pension Obligations

The benefit of hindsight is a wonderful thing, in particular when it came to the…

BGLCorpJanuary 15, 2019

Accounting industry – It’s time to take the lead! HomepageIndustryNews

Accounting industry – It’s time to take the lead!

Remember the 1980s. Greed was good. Until Paul Keating killed it - it was the…

BGLCorpJanuary 8, 2019

Simple Fund 360 – A pivotal year for both Human and Machine Learning HomepageNewsSimple Fund 360

Simple Fund 360 – A pivotal year for both Human and Machine Learning

It’s that time of year where as a Product Manager you begin to reflect on the…

BGLCorpDecember 21, 2018

Sole Practitioner with Jacqui Chellew Podcast

Sole Practitioner with Jacqui Chellew

BGL Account Manager and host of the pod Jorge Tsipos interviews director of Nutwood Financial,…

BGLCorpDecember 21, 2018

BGL Software Update: Multi-Factor Authentication CAS 360HomepageNewsSimple Fund 360

BGL Software Update: Multi-Factor Authentication

We at BGL would like to announce the release of Multi-Factor Authentication in CAS 360 and…

BGLCorpDecember 18, 2018

Australia’s first ETF for SMSFs HomepageNews

Australia’s first ETF for SMSFs

SelfWealth has just announced the launching of a new ETF in 2019, the SMSF Leaders…

BGLCorpDecember 18, 2018

Software updates: CAS 360 & Simple Fund 360 HomepageNews

Software updates: CAS 360 & Simple Fund 360

We are proud to announce the release of significant CAS 360 and Simple Fund 360…

BGLCorpDecember 12, 2018

Offshoring with Nick Sinclair Podcast

Offshoring with Nick Sinclair

BGL Account Manager and host of the pod Jorge Tsipos interviews Nick Sinclair the Chairman…

BGLCorpDecember 8, 2018

Trust management in CAS 360! HomepageNews

Trust management in CAS 360!

Over the course of 2018 we have added a huge amount of features for trust…

BGLCorpDecember 7, 2018

BGL disputes findings in Grattan Institute’s recent self serving report HomepageNews

BGL disputes findings in Grattan Institute’s recent self serving report

BGL is concerned about flaws in the recently released ‘Money in Retirement: More than Enough’…

BGLCorpNovember 28, 2018

Total superannuation balance and limited recourse borrowing arrangements: Part 2 HomepageNews

Total superannuation balance and limited recourse borrowing arrangements: Part 2

In Part 2 of our series, we examine how the proposed law applies to members…

BGLCorpNovember 28, 2018

A case for listening to your accountant HomepageIn the Media

A case for listening to your accountant

Business owners take all sorts of advice for many things but how seriously do they…

BGLCorpNovember 26, 2018

Smarter SMSF with Aaron Dunn Podcast

Smarter SMSF with Aaron Dunn

Host of the pod Jorge Tsipos interviews Aaron Dunn of Smarter SMSF about the 2018…

BGLCorpNovember 23, 2018

We’re improving your BGL support experience with Zendesk! HomepageNews

We’re improving your BGL support experience with Zendesk!

Having a great product is .. well .. great! But good support is even better!…

BGLCorpNovember 23, 2018

Total superannuation balance and limited recourse borrowing arrangements: Part 1 HomepageNews

Total superannuation balance and limited recourse borrowing arrangements: Part 1

This article (the first in a two-part series) examines the effect of the proposed law…

BGLCorpNovember 20, 2018

The new ‘ipso facto’ regime and SMSFs HomepageNews

The new ‘ipso facto’ regime and SMSFs

The new law pertaining to ‘ipso facto’ clauses came into operation on 1 July 2018.…

BGLCorpNovember 13, 2018

What disqualifies you from having an SMSF? HomepageNews

What disqualifies you from having an SMSF?

This article covers the main ways a person becomes a disqualified person, the consequences of…

BGLCorpNovember 9, 2018

Product with Stephen Jackel Podcast

Product with Stephen Jackel

Host of the BGL Podcast Jorge Tsipos talks to Stephen Jackel, the CTO of MyProsperity…

BGLCorpNovember 9, 2018

BGL analyses the use of reserves in over 175,000 funds in Simple Fund 360 HomepageNews

BGL analyses the use of reserves in over 175,000 funds in Simple Fund 360

BGL has analysed data from over 175,000 funds in light of the recent announcements regarding…

BGLCorpOctober 23, 2018

Growth with Mike McHenry Podcast

Growth with Mike McHenry

BGL host Jorge Tsipos chats with Mike McHenry from Super AA to discuss outsourcing, business…

BGLCorpOctober 19, 2018

BGL integrates Simple Fund 360 with Netwealth HomepageIn the Media

BGL integrates Simple Fund 360 with Netwealth

BGL has teamed up with Netwealth to import daily investments data feeds from its platform…

BGLCorpOctober 18, 2018

Minimising lost opportunity: Payments above ABP minimum HomepageNews

Minimising lost opportunity: Payments above ABP minimum

Significant time has passed since the introduction of the transfer balance cap (‘TBC’). During this…

BGLCorpOctober 15, 2018

Customer Experience with Chris Taylor Podcast

Customer Experience with Chris Taylor

Host of the BGL Podcast Jorge Tsipos has a chat with Chris Taylor from TAG…

BGLCorpOctober 13, 2018

SMSF software firm unveils new retirement notification tool HomepageIn the Media

SMSF software firm unveils new retirement notification tool

One of the major SMSF software firms has developed a new declaration of retirement feature…

BGLCorpOctober 12, 2018

In a world of technology, sometimes it’s nice to catch up face to face!

A Simple Fund 360 Story

Find Your Why with Natalie Lennon Podcast

Find Your Why with Natalie Lennon

Host of the BGL Podcast Jorge Tsipos has a chat with Natalie Lennon from two…

BGLCorpOctober 5, 2018

Why should the deposit be paid by the SMSF trustee? HomepageNews

Why should the deposit be paid by the SMSF trustee?

When self managed superannuation funds (‘SMSFs’) borrow to acquire real property, one of the common…

BGLCorpOctober 1, 2018

Reliability, confidentiality and excellence, always!

A Simple Fund 360 Story

BGL follows up Simple Fund 360 Trustee Query with interactive SMS in CAS 360 HomepageNews

BGL follows up Simple Fund 360 Trustee Query with interactive SMS in CAS 360

The new functionality provides CAS 360 clients with the ability to receive document and fee…

BGLCorpSeptember 25, 2018

SMSF software firm launches automatic SMS alerts HomepageIn the Media

SMSF software firm launches automatic SMS alerts

One of the major SMSF software providers has released new SMS and email features to…

BGLCorpSeptember 25, 2018

Culture with Daniel Tramontana Podcast

Culture with Daniel Tramontana

BGL Podcast host Jorge Tsipos interviews the General Manager of BGL Daniel Tramontana about building…

BGLCorpSeptember 21, 2018

BGL concerned by CAANZ comments on Accountants Exemption News

BGL concerned by CAANZ comments on Accountants Exemption

BGL Corporate Solutions, Australia's leading supplier of SMSF administration and ASIC corporate compliance solutions, is…

BGLCorpSeptember 21, 2018

2-way SMS’s in CAS 360 BGL UpdateCAS 360HomepageNews

2-way SMS’s in CAS 360

From the very beginning of CAS 360 we wanted to make sure CAS 360 not…

BGLCorpSeptember 21, 2018

Cryptocurrency Roundtable Podcast

Cryptocurrency Roundtable

Host of the BGL Podcast Jorge Tsipos mediates a roundtable with some of Australia’s most…

BGLCorpSeptember 14, 2018

Don’t buy ASIC corporate compliance software without asking these questions… HomepageNews

Don’t buy ASIC corporate compliance software without asking these questions…

There is lots of hype at the moment around ASIC corporate compliance software. But many…

Ron LeshSeptember 13, 2018

Selecting the best SMSF admin software is easy… HomepageNews

Selecting the best SMSF admin software is easy…

You don't need to read an eBook to select the best SMSF software...

Ron LeshSeptember 12, 2018

CAS 360 New features! HomepageNews

CAS 360 New features!

It's with great pleasure that we announce CAS 360 V.39 has been released!

BGLCorpSeptember 7, 2018

BGL releases integration with Xero HQ HomepageNews

BGL releases integration with Xero HQ

BGL is proud to announce the release of two way integration with Xero HQ, allowing…

BGLCorpSeptember 5, 2018

Proposed 3 Year Audit Changes with Belinda Aisbett Podcast

Proposed 3 Year Audit Changes with Belinda Aisbett

Podcast host Jorge Tsipos sits down with Belinda Aisbett from Super Sphere to talk about…

BGLCorpAugust 31, 2018

User Journey with Warren Renden Podcast

User Journey with Warren Renden

Podcast host Jorge Tsipos sits down with Warren Renden, our CAS360 product manager and has…

BGLCorpAugust 30, 2018

Proposed regulation to extend SuperStream to all SMSFs HomepageNews

Proposed regulation to extend SuperStream to all SMSFs

On 17 July 2018, Treasury released exposure draft legislation which broadly extends the operation of…

BGLCorpAugust 29, 2018

SMSF software giant ups AI play HomepageIn the Media

SMSF software giant ups AI play

Following the initial launch of its artificial intelligence assistant earlier this year, BGL has now…

BGLCorpAugust 28, 2018

‘Smart Matching’ added to Simple Fund 360, allows code free bank processing HomepageIn the Media

‘Smart Matching’ added to Simple Fund 360, allows code free bank processing

BGL has added part 2 of its AI Assistant – ‘Smart Matching’, which allows what…

BGLCorpAugust 27, 2018

BGL wins 2018 CoreData Best SMSF Accounting / Administration Software Service Provider Award BGL UpdateHomepageNews

BGL wins 2018 CoreData Best SMSF Accounting / Administration Software Service Provider Award

Last night, BGL was awarded the 2018 CoreData Best SMSF Accounting / Administration Software Service Provider…

Ron LeshAugust 25, 2018

Stage 2 of BGL’s AI Assistant released HomepageNews

Stage 2 of BGL’s AI Assistant released

Stage 2 of our AI Deep Learning Research introduces ‘Smart Matching’ - an innovation that…

BGLCorpAugust 24, 2018

Touted $1m SMSF cap dealt a blow with new survey HomepageIn the Media

Touted $1m SMSF cap dealt a blow with new survey

Less than one-fifth of SMSF professionals believe a starting balance of $400,000 or greater is…

BGLCorpAugust 23, 2018

SMSF Insights Report release at REGTECH 18. HomepageIn the Media

SMSF Insights Report release at REGTECH 18.

We are proud to announce our latest release at BGL REGTECH 2018, Accountants in Beta:…

BGLCorpAugust 16, 2018