CAS 360

The integration seamlessly connects BGL’s company, trust and ID verification management software, CAS 360 with Registry Direct—an advanced share and unit registry platform. This collaboration provides public companies with comprehensive tools to meet their complex legal obligations, including shareholder management, TFN and AIIR reporting and withholding tax calculations.

“We are excited to welcome Registry Direct to the BGL Ecosystem” said BGL’s CEO Daniel Tramontana. “This integration will help our clients simplify and centralise their compliance tasks, ensuring listed and unlisted public companies can efficiently meet their regulatory requirements. By combining the power of CAS 360 with Registry Direct’s extensive registry services, clients will experience a more streamlined, automated solution that reduces manual workloads and mitigates compliance risks.”

Steuart Roe, Managing Director at Registry Direct said: “We are thrilled to announce the launch of our integration with BGL’s CAS 360 product. This integration will simplify the process for accountants and advisers, helping them assist their listed and unlisted public company clients on the CAS 360 platform to meet their legal obligations. Specifically, Registry Direct’s platform facilitates the provision of TFN and AIIR reports to the Australian Tax Office, holding shareholder meetings and calculating resident and non-resident withholding tax for dividend payments—each a legal requirement for public companies. These and other great features on our platform perfectly complement CAS 360, creating a complete compliance and share registry solution. We are the perfect marriage.”

“With this integration, BGL clients managing listed and unlisted public companies can now seamlessly transfer data between CAS 360 and Registry Direct” added Tramontana. “This ensures synchronised data across both platforms, enabling automated ATO reporting, dividend payment calculations, and shareholder communication—all in one place.”

BGL’s API is used extensively across the industry with 400+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients. 

About Registry Direct

Registry Direct provides share and unit registry services and software to thousands of companies and trusts operating in Australia, from start-ups to multinationals. The platform is comprehensive, easy to use and proven by client use and demand. For more information, visit www.registrydirect.com.au. 

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Regards,

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.

Plus, many more new features and improvements.

Stay tuned for future releases!