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!
The integration assigns each entity in CAS 360 a unique email address. When documents are sent to this address, they are automatically processed and attached to the relevant document packs, ensuring a streamlined workflow and significantly reducing manual handling.
“This is another huge step for BGL and I am incredibly proud of our hard-working team who made this integration possible” said BGL’s Chief Executive Officer, Daniel Tramontana. “This new feature is set to enhance the user experience for our CAS 360 clients. I couldn’t be more excited to deliver this cutting-edge solution to minimise manual processes for our users.”
BGL SmartDocs saves time even when documents are not digitally signed. By leveraging AI, signed and unsigned documents can be identified and uploaded to CAS 360. Signed documents update the document status in CAS 360 and all documents are automatically attached to the existing document pack.
Warren Renden, Head of CAS 360 at BGL, added: “Integrating BGL SmartDocs into CAS 360 represents a significant leap forward in our commitment to improving efficiency and administration workflows for our clients. With this powerful new feature, our clients can utilise the BGL SmartDocs AI to automatically attach client-signed documents to the correct CAS 360 record simply by forwarding an email.”
For more information on this update, please visit click here.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
Reports Screen
A new Trust Income Schedule Reconciliation Report is now available in Workpaper Reports. This new report makes it easier to reconcile the data on the ATO Trust Income Schedule for the 2024 financial year. Learn More
Contacts
Duplicate contacts can now be merged using the new Contact Merge feature. Learn More
Special Disability Trust
Special Disability Trust has been added as a trust type in the Entity Details and Entity Setup screens. Learn More
This feature is exclusively available in Simple Invest 360.
Reports
A new report setting allows customisation of the titles of Financial Reports. Learn More
This feature is exclusively available in Simple Invest 360.
Division 7A
The Division 7A Loans screen can now be exported to PDF. Learn More
This feature is exclusively available in Simple Invest 360.
Corporate Actions
A question mark icon and brief explanation have been added to the Donation/Refund feature for Dividend Reinvestment Plans (DRPs). The validation also now prevents Donations or Refunds from being processed if the residual balance is zero. Learn More
Corporate Actions
The NVIDIA (NVDA) 10 for 1 share split and the following 6 mergers have been added to corporate actions.
GSR: 18 Jun 2024
ABC: 02 Jul 2024
MEA: 28 Jun 2024
SLR: 20 Jun 2024
PBP: 19 Jun 2024
MGF: 22 Jul 2024
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn
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.”
“We are excited to welcome Oxygen to the BGL Ecosystem” said BGL’s Chief Executive Officer, Daniel Tramontana. “With easy access to Oxygen’s suite of tools and a seamless application process, Simple Fund 360 clients can now streamline SMSF loan applications for their clients.”
Sydney-based Oxygen is a specialist SMSF mortgage lender that provides high-quality advice, competitive loans and a hassle-free experience. The integration connects Oxygen with BGL’s award-winning SMSF administration software, Simple Fund 360, via BGL’s free open API.
Ben Taylor, Managing Director at Oxygen Home Loans said: “We are excited to have the opportunity to partner with BGL via digital integration into its world class technology platform. We look forward to collaborating with BGL clients to deliver better outcomes for SMSF members purchasing property to secure a comfortable retirement. Our goal is to deliver a digital solution to make the complex SMSF mortgage application easier and more streamlined for all concerned and this is a big step towards this goal”.
Jeevan Tokhi, General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs at BGL said: “BGL clients can access the Oxygen integration via the property dashboard in both Simple Fund 360 and Simple Invest 360. Clients can automatically sign up to Oxygen’s website using their BGL login credentials. From there, they can use Oxygen’s comprehensive calculator to estimate a client’s ability to purchase an investment property, as well as a high-level quote tool and a seamless application process. Oxygen can also provide referrals to assist with the mortgage application”.
Oxygen is a proud sponsor of BGL REGTECH 2024, Australia’s premier accounting technology event taking place in Adelaide (14/08), Perth (15/08), Brisbane (21/08), Sydney (22/08), Hobart (27/08) and Melbourne (29/08). Register for free today and visit the Oxygen team at their exhibition stand.
BGL proudly announces record-breaking registrations for the upcoming BGL REGTECH 2024 roadshow.
“We are excited to welcome Digital Rapport to the BGL Ecosystem,” said BGL’s Chief Executive Officer, Daniel Tramontana. “This integration will help accountants communicate more efficiently and effectively with their SMSF clients. Likewise, it will help trustees better understand their financial data and engage in a meaningful way.”
Digital Rapport revolutionises client-accountant communication by creating AI-powered, data-driven videos. This automation enhances engagement with easy to understand visual reporting. The integration connects Digital Rapport with BGL’s award-winning SMSF administration software, Simple Fund 360, via BGL’s free open API.
David Cowling, CEO and Founder at Digital Rapport said: “The integration of Digital Rapport with Simple Fund 360 is a game changer for how trustees consume and engage with their financial information. Being an agile and engaging tool, video enhances how accountants report financials to trustees. With seamless data integration, accountants can create a 2-3 minute AI-driven video, narrated in their AI voice, to deliver key highlights of SMSF fund performance. These videos take just minutes to create, are customised with a firm’s unique branding and showcase crucial financial data in a dynamic and easily digestible format.”
Brad Wilkinson, Head of Ecosystem at BGL, said: “This collaboration underscores our commitment to leveraging innovative technologies to enhance the services available to our clients, enabling them to deliver superior service and insights to SMSF trustees”.
Digital Rapport is a proud sponsor of BGL REGTECH 2024, Australia’s premier accounting technology event taking place in Adelaide (14/08), Perth (15/08), Brisbane (21/08), Sydney (22/08), Hobart (27/08) and Melbourne (29/08). Register for free today and visit the Digital Rapport team at their exhibition stand.
We’re excited to share the latest Simple Fund 360 and Simple Invest 360 updates!
Oxygen SMSF Loans Integration
Oxygen SMSF Loans, a specialist SMSF mortgage lender with some of the lowest-rate SMSF loans in the market, now integrates with Simple Fund 360 via BGL’s open API. This integration provides instant insights into how much a client can afford for property investments. Learn More
2024 SMSF Annual Return
The 2024 SMSF Annual Return can now be exported to Xero Tax via their API. This feature is exclusively available in Simple Fund 360. Learn More
2024 Audit Workpapers
For SMSF Auditors who do not use specialised audit software, Simple Fund 360 enables the printing of prefilled workpaper templates and reports. This feature is exclusively available in Simple Fund 360. Learn More
In-Person Digital Signing
DocuSign’s in-person signing feature is now available. When meeting with a client in person, use in-person signing to simplify the signing process and keep documents digital. This can be done on portable devices like iPads or computers. Learn More
New Report:
Trust Income Schedule Reconciliation report for Trusts and Companies has been added. This feature is exclusively available in Simple Invest 360. Learn More
Reversing Journals
General ledger journal transactions can now be automatically reversed on a future date, with the same accounts but debits and credits reversed. This can be actioned:
This feature is exclusively available in Simple Invest 360. Learn More
Corporate Actions
Improvements to Corporate Actions now allow the processing of Donation or Refunds within Dividend / Distribution Reinvestment Plans (DRP) and Share Purchase Plans. Learn More
BGL SmartDocs
BGL SmartDocs’ AI extraction capabilities have been updated to support a wider variety of dividend statements. Consequently, more dividend files are expected to be automatically attached to cleared transactions upon file upload. Learn More
Plus, many more new features and improvements.
Stay tuned for future releases!
Jeevan Tokhi
General Manager of Product – Simple Fund 360, Simple Invest 360 and BGL SmartDocs 360
E: JTokhi@bglcorp.com.au | P: 1300 654 401
Connect with me on LinkedIn
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.
© 2025 BGL Corporate Solutions Pty Ltd.
Recent Comments