In the Media

Published by Australian Fintech on 21 December 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, have announced the promotion of Daniel Tramontana to Chief Executive Officer (CEO). Ron Lesh will continue in his role as Managing Director.

“This is a momentous moment for BGL, the team, our clients and our community,” said Ron Lesh, BGL’s Managing Director. “I am incredibly proud and excited to see Daniel step into the CEO role on 1 January 2023.”

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible,” continued Lesh. “Starting in software support to helping BGL grow from 10 to over 200 people, Daniel has had his hand in every pie. BGL would not be where it is today without him.”

“I am privileged to have worked with someone of his calibre for such a long time. I have no doubt Daniel is the person to lead BGL into the future,” said Lesh.

Daniel Tramontana joined BGL in 1997 as a member of the Support Team. With a Bachelor of Computer Science & Accounting, Daniel added a new area of competency to BGL’s Support and Training Teams. Through his time at BGL, Daniel obtained a Master’s in Business Administration and a Six Sigma Black Belt while performing in roles including General Manager and, most recently, Chief Operating Officer (COO).

“After almost 26 years at BGL, I have been promoted to CEO of BGL Corporate Solutions,” said Daniel Tramontana. “This is truly an honour and a highlight of my life.”

“Software is at the core of what we do,” continued Daniel. “It’s the reason thousands of firms choose to transact with us. Our market-leading solutions will continue to evolve from strength to strength as we grow our presence in Australia and overseas. But clients stay at BGL because of our people, community and culture. My desire is for clients, prospects and the community to engage with us because of who we are, what we stand for, and the memorable moments we deliver. Our people are our greatest point of differentiation, and I am truly blessed with the best.”

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

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the release of the electronic lodgment of the Company Tax Return in its investment portfolio software solution, Simple Invest 360.

“This is a fantastic achievement and another industry first for the Simple Invest 360 product team, and I am incredibly proud of them,” said Ron Lesh, BGL’s Managing Director. “With the ATO’s approval, BGL clients can now prepare and electronically lodge the 2022 Company Tax Return in Simple Invest 360, streamlining their compliance workflow.”

This latest release supports the 2022 Company Annual Tax Return and associated schedules. These are populated automatically by Simple Invest 360’s CGT engine. The release also includes automatically generated reports such as a Declaration of Dividends, a Dividends Paid Minute, a Directors’ Report, and a Dividend Statement. Previously, clients would have had to manually create all the supporting documentation in MS Word or Excel.

Andrew Paszko, Simple Invest 360 Product Manager at BGL, said, “Simple Invest 360 is in a class of its own, offering investment reporting, CGT tracking, shareholder register, dividend payment, full set of financials, accounting workpapers and now electronic lodgment of the Company Tax Return all in one user-friendly software.”

Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals, and trusts. It keeps track of investments, distributes profit, provides a complete set of financial reports and prepares trust and company tax returns with electronic lodgment to the ATO. Simple Invest 360 integrates with BGL’s CAS 360 and Simple Fund 360 solutions. It also provides integrated accounting workpapers, digital signing, 350+ data feeds, registry integration and BGL SmartDocs – BGL’s industry-leading paper-to-data solution.

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

Published by Australian Fintech on 08 November 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce it has been recognised on the 2022 Australia’s Best Workplaces™ for Women List.

“This is a fantastic achievement for BGL and recognises the teams’ passion and commitment to fostering an inclusive and equitable workplace culture,” said Ron Lesh, BGL’s Managing Director. “BGL is one of only 30 organisations to receive this recognition following a survey of more than 20,000 female employees from Australia’s Great Place to Work Certified™ organisations.”

Presented by Great Place to Work, the inaugural Best Workplaces for Women™ List highlights organisations across the country committed to fostering equity in the workplace and ensuring all employees feel safe, heard, challenged, and valued.

“Our People and Culture team work hard to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment, and I’m extremely proud of them,” continued Lesh.

“We can only achieve BGL’s goals with inspired and passionate people that feel empowered to produce outstanding results for our clients.”

Nadine Freitag, People & Culture Manager at BGL, said, “This recognition means a lot to BGL. As a company operating in the technology sector, historically male-dominated, we are thrilled to know our female workforce feels equal and valued at BGL. Everyone here has worked hard to achieve this recognition, and we are excited for what’s next. So, watch this space!”

In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace, Great Place to Work Certified and was recognised as the 6th best technology workplace in Australia and New Zealand in the 2021 AFR BOSS Best Places to Work List. With the help of Joel Clapham, Founder and Chief Mental Health Champ at Hearten Up, BGL has also supported 36 staff to become accredited Mental Health First Aiders.