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CAS 360

Digital Signing with BGL’s COO Daniel Tramontana

By BGL Update, CAS 360, Industry, New Zealand, Simple Fund 360, Simple Invest 360, TechnologyNo Comments

Browsing through various platforms, it has been great to see the discussions around digital signing.

Digital signing in my view, is a must for any organisation where client signatures are required and where the law permits.

As a software provider, it is important to build into the software design and experience a quality engagement piece that brings to surface the true value of Digital Signing.

At BGL Corporate Solutions, we currently integrate CAS 360 (Australia), CAS 360 (New Zealand), Simple Fund 360 and Simple Invest 360 with DocuSign and Adobe Sign and soon to be released, FuseSign by FuseWorks and PleaseSign.

What differentiates these integrations is that they are built directly into the software.

Well, what does this mean? Simple.

We deeply embed the digital signing solution into the software. We mark up the documents and forms, so that when you deliver a set of documents to your clients, they are ready for digital signing. We allow for easy selection of signing and tracking so users can monitor the status

When complete, we notify you and then store the document as required by the governing bodies and make it easy for you to retrieve.

When it comes to Digital Signing solutions, the end-to-end experience is so important and that is what we make great!

March 15, 2021
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CAS 360 Software Update Release February 2021

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Hello everyone and welcome to 2021!

For the first release of 2021, the CAS 360 team have worked on some great new features.

Adding a new Company

When adding a new company to CAS 360, you can now import the basic company information directly from ASIC.

If you toggle on the ‘Import from ASIC?’ CAS 360 will conduct a real time search of the ASIC register and find the company for you.

Clicking on import, will add the company to your CAS 360 company list, and also import the basic company information (Company Name, Number, Company type and class).

Trust Documents

CAS 360 is the best place to manage all of the trusts that your firm looks after, with industry leading trust features.

In this update, we add more documentation for trusts.

When preparing unitholder transactions, if there is an allotment transaction, CAS 360 will now prepare a unit allotment journal, and for unit transfers CA360 will now prepare a unit transfer journal.

New Trust registers have also been added, with a new Register of Trust Relationships, which will show all of the position holders in the trust. Also, a new Register of Trust Events has been added, which will show all event transactions that have taken place inside the trust.

New Contacts screens

This update sees a huge change in the way contact data is entered into CAS 360. We have added new fields and grouped a number of key data fields.

We have added support for ‘Other Names’ which include ‘Casual Name’ a long time requested feature, soon this casual name will be appearing on documents such as letters.

We have also added a whole heap of new contact fields, including identification numbers, and company number types for company contacts. 

New Health Check for Company Details and Holding Company

For New Zealand Companies we have expanded the health check to now include General Company Details and Holding company information.

CAS 360 will now check this information every day with the NZ Companies Office and alert you if there have been any changes.

Live Checks (checking when inside the company) has also been added for Company Details and Holding Companies.

If you would like to view the full release notes for February 2021 please click here to visit the BGL Community.

See you next update!

Warren

February 4, 2021
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ASIC announce changes to Form 484 and 370

By BGL Update, CAS 360, Homepage, IndustryNo Comments

As a part of the new Treasury Laws Amendment (Combating Illegal Phoenixing) Bill 2020 there will be 2 law changes taking effect on February 18 2021. 

Ceasing last remaining Director

From 18 February 2021, companies will no longer be able to cease the last remaining director on ASIC records.

To enforce this, lodgements submitted using a Form 484 Change to company details, or Form 370 Notification by officeholder of resignation or retirement, to cease the last appointed director without replacing that appointment will be rejected.

There are some exceptions to this, including if:

  • the last director is deceased
  • the company is being wound up or under external administration; and
  • the officeholder never consented to the appointment

Changes that you will see in CAS 360

CAS 360 already had a block on resigning the last remaining director via a form 484, a similar block will be added to the form 370.

We will also add new messaging alerting the users when they are trying to cease the last remaining director.

Director Late Lodgements

There are significant changes for late lodgements of director cessations. 

From February 18 2021, if a director’s cessation date is notified to ASIC more than 28 days after the effective date then the effective date will be overridden and replaced with the lodgement date. Late fees still apply to the Change of company details form in this scenario. 

Example 

John Smith is a director of ABC Industries Pty Ltd. 

John Smith resigns as a director on 1 April 2020; however, the Form 484 is lodged to ASIC on 1 November 2020. 

On ASIC’s records, the resignation date will be 1 November 2020. The standard late fees will still apply. 

Changes that you will see in CAS 360

When lodging a document in CAS 360 that is going to receive a late fee. 

CAS 360 will always alert you. A new warning will now appear of officer cessation transactions that are later that 28 days to advise the user that the cessation date will be replaced with the lodgement date.

January 29, 2021
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CAS 360 Software Update Release August 2020

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Another month of lock-down has passed in Melbourne, however this does not stop the CAS 360 team from delivering some great features.

In the August release we have a number of new integrations where you can connect to CAS 360.

My BGL

First of all, we have the MyBGL. MyBGL will allow you to see all the information related to your CAS 360 subscription. From here you are able to view your usage, upgrade or downgrade your subscription level as well as view all of your billing and payment information.

To see MyBGL in action – watch our video 👉

GreatSoft

A new addition to the CAS 360 integrated Practice Management suite of applications. You can now share contact information between CAS 360 and GreatSoft to ensure that your data is always update and accurate.

To see the GreatSoft integration in action – watch our video 👉

ChangeGPS

Blueprint by ChangeGPS is now connected to CAS 360. This will allow you to create beautiful structure diagrams based on the Company, Trust, Super Fund and Contact data inside CAS 360. Perfect for that next client meeting where you need to discuss their corporate structure.

To see the ChangeGPS integration in action – watch our video 👉

LightYear Docs

The integration between LightYear Docs and CAS 360 is now live. This will allow you to connect CAS 360 to your LightYear Docs account and push newly registered companies from LightYear Docs to CAS 360.

To see the LightYear Docs integration in action – watch our video 👉

Trust Improvements

This update continues on our previous releases around trust management, we have released 23 improvements to Trust Events, as well as adding a new Trust Report allowing you to prepare a full report for each and every trust. We have also released Trust Distributions for New Zealand trusts.

Interface Improvements

We have updated the icons used in the left hand side panel to give a greater feel, we have also improved every table view in CAS 360 from the Company Selection screen, Annual Review / Return screen and the Shareholders screens. We have also improved all the popovers in CAS 360 for better feel and performance.

Other new features

A range of other new features have also been added, with improvements to the registers, improvements to the share / unit transfer forms and new merge fields for document customisation.

Oh, and one last thing...

We have released our electronic filing of the Singapore company annual return with ACRA from inside CAS 360.

This includes the whole box and dice for Singapore Annual Returns with integration with CorpPass, support for the Singapore jurisdiction across the CAS 360 application, a new Singapore Annual Return screen, with the ability to prepare the Annual Return, sent it to your client, and then file the Annual Return, and make the payment to ACRA all from within CAS 360. It’s Brilliant.

September 2, 2020
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BGL announced integration with LightYear Docs

By BGL Update, CAS 360, HomepageNo Comments

BGL announces integration with LightYear Docs – one of Australia’s most advanced legal, tax and superannuation document creation and strategy automation engines.

“We’re thrilled to launch this new service with LightYear Docs”, said Ron Lesh, BGL’s Managing Director. “LightYear Docs is an industry leading provider and has been part of our Ecosystem for a while now. This seamless document integration represents a huge time saver to our clients by enabling them to create companies, trusts and super funds as well as other documents from within the LightYear Docs platform and then send the data and documents to CAS 360 with the click of a button. It has never been so easy to prepare documents – It’s just simple and quick!”, added Lesh.

LightYear Docs CEO Grant Abbott said, “We have spent the last year building strategy automation, with our longest being our comprehensive estate plan of more than 10 documents bundled into the one interview, plus we continue to instal a new document or strategy every week. With our low maximum $99 per single document pricing we have seen many accountants comparing what they spend and making the move. The next and most important step has been our BGL integration and we thank Ron and his team for making it happen. Strategy just got that much easier.”

“When software talks seamlessly to each other, it is a win-win for BGL, LightYear Docs and our clients”, stated Lesh. CAS 360 and Simple Fund 360 now support over 350 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions, actuaries, document providers and many more.

August 31, 2020
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