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BGL integrates with Cleardocs for efficient company incorporations

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 15 July 2022
Click here to read on Accountants Daily website

The upgrade will allow BGL clients to automate the company registration process, says managing director.

BGL Corporate Solutions has integrated with document provider Cleardocs to provide streamlined company incorporations.

BGL said that its clients would now be able to seamlessly incorporate companies through the Cleardocs platform with all data and supporting documents automatically imported into its management software CAS 360.

The managing director of BGL, Ron Lesh, said that he was delighted with the partnership with Cleardocs, which is part of the Thomson Reuters accounting software suite.

“We are extremely proud to have developed this integration together with Cleardocs,” said Mr Lesh.

“This integration will help BGL clients automate the company registration process and eliminate the need to manually enter the company details in CAS 360, making the entire process a breeze.”

BGL said that the integration meant its clients just needed to click the “register via provider” button within the CAS 360 company registration screen and then select Cleardocs.

Managing director Asia and emerging markets at Thomson Reuters, Jackie Rhodes, welcomed increased ties with BGL.

“We are excited to provide BGL clients with full circle integration by enabling a seamless end-to-end process within CAS 360,” said Ms Rhodes.

“This development delivers real-time savings and improved accuracy to BGL clients, and it further cements our longstanding relationship with BGL.”

Cleardocs said this integration would help save time on data entry when registering a company, with just a few clicks required to transfer all the relevant data.

Mr Lesh said BGL aimed to integrate its suite of software with other companies in the future.

“Currently, this integration is exclusively for Cleardocs company incorporations, however, we plan to expand this feature in the future,” said Mr Lesh.

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,000 businesses in 15 countries.

BGL’s clients range from major accounting firms and law firms, financial planners, as well as many individual SMSF trustees.

July 15, 2022
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BGL integrates with Cleardocs for streamlined company incorporations

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 13 July 2022
Click here to read on the Australian Fintech website

BGL integrates with Cleardocs for streamlined company incorporations

BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, has announced its company compliance management software, CAS 360, now integrates with leading document provider, Cleardocs, to provide streamlined company incorporations.

BGL clients can seamlessly incorporate companies via the Cleardocs platform, with all data and supporting documents automatically imported into CAS 360. To get started, clients simply click the new ‘Register via Provider’ button within the CAS 360 Company Registration screen and select ‘Cleardocs’.

“We are extremely proud to have developed this integration together with Cleardocs,” said Ron Lesh, BGL’s Managing Director. “This integration will help BGL clients automate the company registration process and eliminate the need to manually enter the company details in CAS 360, making the entire process a breeze!”

Jackie Rhodes, Managing Director, Asia & Emerging Markets at Thomson Reuters, said, “We are excited to provide BGL clients with full circle integration by enabling a seamless end-to-end process within CAS 360. This development delivers real time savings and improved accuracy to BGL clients, and it further cements our longstanding relationship with BGL.”

“Currently, this integration is exclusively for Cleardocs company incorporations, however, we plan to expand this feature in the future. Watch this space,” added Lesh.

BGL’s free and open API is highly regarded and used extensively across the industry with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients

July 13, 2022
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Rush Gold and BGL partner to accelerate offering to SMSFs

By Australian FinTech, In the Media, IndustryNo Comments

Published by Australian Fintech on 11 July 2022
Click here to read on the Australian Fintech website

NOW LIVE: Rush Gold and BGL partner to accelerate offering to SMSFs

Rush Gold and BGL Corporate Solutions have announced that the industry’s first and only gold bullion transaction integration for self-managed super funds (SMSF) is now live.

Rush Gold is an Australian award-winning fintech and Gold-as-a-Service (GaaS) platform. BGL Corporate Solutions is Australia’s leading provider of self-managed superannuation funds, investment portfolios and company compliance management software. The partnership will offer gold bullion for the first time in BGL’s Simple Fund 360 and Simple Invest 360 products.

Rush Gold CEO Jodi Stanton said, “We’re thrilled to be the first to offer a low-cost premium gold investment opportunity to BGL’s growing client base, especially as investors increase their SMSF and investment portfolios within this inflationary environment.”

BGL Corporate Solutions Founder and Managing Director, Ron Lesh commented on the partnership saying, “It’s great to add Rush Gold to the BGL Ecosystem. The integration with Simple Fund 360 and Simple Invest 360 will allow the administration of physical gold bullion holdings to be consolidated and managed within investor portfolios.”

Simple Fund 360 is an AI-powered SMSF administration solution providing streamlined SMSF compliance management and administration. Simple Invest 360 is an end-to-end investment portfolio management solution helping accountants streamline CGT compliance management for trusts, companies, and individuals.

Stanton concluded, adding, “Rush Gold’s unique Gold-as-a-Service platform is expanding from its home in the Australian market, across the world, giving digital access to a premium gold product.”

Rush Gold is currently active in 15 countries and the BGL Ecosystem has over 350 partners, so the reach with these two companies is wide-reaching and global.

July 11, 2022
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BGL obtains mental health skilled workplace accreditation

By In the Media, News, SMSF AdviserNo Comments

Published by SMSF Adviser, powered by MOMENTUM MEDIA
Written by Miranda Brownlee on 28 June 2022
Click here to read on SMSF Adviser website

BGL obtains mental health skilled workplace accreditation

SMSF software firm has been recognised as an accredited Mental Health First Aid Skilled Workplace.

BGL is 1 of 165 organisations across Australia recognised as part of the Mental Health First Aid Australia Skilled Workplace Program, which was first introduced in 2018.

The program aims to inspire positive change and celebrates organisations driving mental health literacy and competency skills.

BGL managing director Ron Lesh said the software firm has always had a big focus on mental heath and has implemented many initiatives to support its team members.

“One of which was to have all BGL leaders trained in mental health first aid,” said Mr Lesh.

“With the help of Joel Clapham, founder and chief mental health champ at Hearten Up, BGL had all our leaders trained as mental health first aiders. This equates to 1 trained mental health first aider for every 7 BGL team members.”

“This initiative alone has had an enormous positive impact on our leaders and our team members.”

Mr Lesh said supporting the mental health and wellbeing of its team members has never been more important.

“To have mental health and wellbeing deeply embedded in our culture is something I am so very proud of,” he said.

“Creating and sustaining a mentally healthy workplace requires constant and consistent effort. We will continue to invest in new and better ways to educate our team, raise awareness, and reduce the stigma related to mental health.”

June 28, 2022
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BGL attains Mental Health Skilled Workplace Accreditation

By In the Media, News, XU MagazineNo Comments

Published by XU Magazine
Click here to read on XU Magazine website

BGL attains Mental Health Skilled Workplace Accreditation

BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to announce it has been recognised as an accredited Mental Health First Aid Skilled Workplace.

BGL is 1 of 165 organisations across Australia recognised as part of the Mental Health First Aid Australia Skilled Workplace Program, which was first introduced in 2018. The program aims to inspire positive change and celebrates organisations driving mental health literacy and competency skills.

“This is a great achievement” said Ron Lesh, BGL’s Managing Director. “Our people work tirelessly to provide award-winning software solutions and customer service for our clients. Supporting our team members’ mental health and wellbeing has never been more important. To have mental health and wellbeing deeply embedded in our culture is something I am so very proud of.”

“BGL has always been focused on the mental health and wellbeing of our team and we have implemented many initiatives to support our team members. One of which was to have all BGL leaders trained in mental health first aid” added Lesh. “With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL had all our leaders trained as Mental Health First Aiders. This equates to 1 trained Mental Health First Aider for every 7 BGL team members”.

“This initiative alone has had an enormous positive impact on our leaders and our team members” continued Lesh. “It has also positioned us to be recognised as a Great Place to Work.”

“Creating and sustaining a mentally healthy workplace requires constant and consistent effort,” said Lesh. “We will continue to invest in new and better ways to educate our team, raise awareness and reduce the stigma related to mental health. It is just so important.”

June 27, 2022
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BGL adds trust tax electronic lodgement to Simple Invest 360

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 03 June 2022
Click here to read on Accountants Daily website

Company claims a first for the feature, which complements a component released early this year.

BGL Corporate Solutions has added electronic lodgement to the trust tax return feature in its Simple Invest 360 package.

The managing director of BGL, Ron Lesh, said the company was first to market with the facility, which was developed in response to demand.

“It’s nice when you are first to market with highly requested features,” he said.

“While others talk about vapourware, the BGL product teams have delivered the electronic lodgment of the trust return, and I am incredibly proud of them.”

The release complements trust tax return functions added in February that relied on a paper return and associated schedules.

“This latest release, after receiving approval from the ATO, provides our clients with the ability to electronically lodge the 2021 trust tax return from within Simple Invest 360 today,” said Mr Lesh.

BGL describes Simple Invest 360 as an end-to-end investment portfolio management system for accountants and financial professionals. Launched in June 2021, it can automate tasks such as CGT record-keeping and financial reporting, whatever the tax structure.

Mr Lesh said many people underestimated the capability of Simple Invest 360 and thought it just kept track of investments.

“They don’t realise it is a complete investment portfolio management solution that keeps track of investments, distributes profits, provides a full set of financials and makes tax return preparation and lodgment easy,” said Mr Lesh.

The added trust return function comes after integration between AVA Systems and the BGL Ecosystem.

This provided AVA’s grouped reporting ability through BGL systems, which allowed accountants to advise their clients on how they were doing in an efficient manner, with superannuation, investments and businesses all tied into one.

The relationship with AVA Systems also allowed clients of the BGL Ecosystem to consolidate Xero ledgers.

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,500 businesses in 15 countries.

June 3, 2022
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BGL appoints head of Ecosystem

By Accountants Daily, In the Media, NewsNo Comments

Written by Josh Needs
Published by Accountants Daily on 01 June 2022
Click here to read on Accountants Daily website

Connected services manager is promoted to the senior team after 12 years at the company.

BGL Corporate Solutions has promoted its product manager of connected services, Brad Wilkinson, to head of Ecosystem.

BGL managing director Ron Lesh said that Mr Wilkinson had contributed greatly to the company in his most recent role and was well positioned to step up.

“Brad has been a valued and talented member of the BGL team for 12 years and is perfectly suited to lead BGL’s Ecosystem team into the future,” he said.

“Brad and his team were responsible for adding more than 250 data feeds, contributing to the 40,000-plus daily transactions processed through BGL’s Ecosystem.

“With Brad’s experience connecting the dots between data providers and BGL’s products, the Ecosystem team is well positioned to continue to lead the industry in connectivity in the years ahead.”

Mr Wilkinson joined BGL Corporate Solutions in 2010 and has worked in multiple roles including support consultant, data and business analyst, and most recently product manager of connected services.

“I’m super excited for the opportunity to lead the team,” he said.

“I look forward to working together with our partners to solve problems and save time for our clients.”

Mr Wilkinson has a degree in accounting, banking and finance, and a passion for software development and project management.

He is also a certified ScrumMaster (CSM), which is a framework for project management, and has experience in building relationships between data providers and various BGL products such as CAS 360, Simple Fund 360 and Simple Invest 360.

Mr Lesh said that he was excited to see employees rise up the ranks within the company, taking on advanced roles.

“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek externally for senior team members,” said Mr Lesh.

“It’s fantastic to see the team embrace opportunity and rise up the ranks at BGL.”

Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.

BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,500 businesses in 15 countries.

Each year BGL hosts an annual event called BGL REGTECH, which allows it to connect with Ecosystem partners. The event explores the evolution of the industry from paper forms to software.

June 1, 2022
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