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BGL Update

Simple Invest 360 Company Tax Return available now!

By BGL Update, Simple Invest 360No Comments

It is with great excitement that we can announce that Simple Invest 360 has just released a highly requested feature: electronic lodgment of the Company Tax return!

This new feature makes it even easier for BGL clients to prepare and lodge tax returns, and represents the latest step in our ongoing efforts to provide a comprehensive, end-to-end wealth portfolio solution.

With Trust Tax Return lodgment released earlier this year, this makes Simple Invest 360 the only accounting software on the market that has:

  • Automated data feeds for banks, brokers, wraps & security pricing
  • Automated Corporate Actions
  • Fully integrated Beneficiary / Shareholder register
  • Profit distribution for Trusts / Dividend Payment for Companies
  • Full set of financials
  • Electronic lodgment of return for both Trusts & Companies

I would like to take this opportunity to thank the Simple Invest 360 team for their hard work and dedication in developing this new feature. Their dedication and continued innovation has been inspirational and I feel extremely lucky to work with such a fantastic team.

We are confident that this new feature will be a valuable addition for BGL Clients, and we look forward to continued success in the future as there are even more exciting developments to come in 2023.

If you are interested in learning about the efficiencies and time-saving capabilities of Simple Invest 360, please reach out and I’d be happy to run through a demo with you.

Learn more about the Company Tax Return in Simple Invest 360

Want to see Simple Invest 360 in action? Click here to watch a demo.

For more information, please visit www.bglcorp.com/simple-invest-360.

December 13, 2022
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Holiday season office closure

By BGL UpdateNo Comments

BGL Melbourne office hours are changing…

Early closure this Friday

The BGL Melbourne office will close at 12:00 AEDT on Friday, 16 December 2022 for a BGL team event celebrating the end of 2022! No live software support services will be available at this time.

Holiday season

BGL will be closed from Monday 26 December 2022 to Friday 6 January 2022 (inclusive). No live software support services will be available during this time.

For BGL cloud software clients, you can find help in the Resources Hub. For BGL Desktop software clients, the BGL Client Centre and BGL Wiki will be available for you as usual.

Thank you!

We also want to thank all of you, our clients, for your loyalty and support this year. We truly appreciate the contribution every one of you has made to the success of BGL in 2022.

We wish you all a safe and happy festive season and a prosperous 2023!

December 12, 2022
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BGL appoints Adriana Cavallo as Head of Customer Experience (APAC)

By BGL Update, CultureNo Comments

BGL is proud to announce the appointment of Adriana Cavallo as its Head of Customer Experience (APAC).

“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”

A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success. 

“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”

“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”

“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”

October 19, 2022
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