Following its recent award win, Ron Lesh discusses why customer support will always remain a critical focus for BGL as well as the company’s next big plans for its software.
Published by Australian Fintech on 24 October 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 have trained 1,350 people in its free Company Secretary 101: A Beginner’s Guide live online training course.
“This is a huge achievement for the BGL Training Team, and everyone involved,” said Ron Lesh, BGL’s Managing Director. “We offered this free online training course to help those new to the company secretary role and were delighted to see over 1,700 people register and 1,350 attend the live session held on 18 October 2022.”
BGL’s Company Secretary 101: A Beginner’s Guide free online training is for new ASIC registered agents, accountants, and administrators or those wanting to refresh their skills and provides attendees with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary. Over 76% of people registered for Company Secretary 101: A Beginner’s Guide attended the live online training course.
“Given the success of this free online training course, BGL has decided to run a live session every quarter while also providing the webinar recording on-demand,” continued Lesh. “We want to ensure everyone has an opportunity to learn and grow in this space.”
“With over 30 years of experience in the corporate compliance space, BGL is committed to sharing its knowledge and expertise with the community to help pave the way for the next generation of company secretaries and administrators,” concluded Lesh.
Anthony Costa, Training Manager at BGL, said, “This course was great for participants to gain an overview of company secretary duties, so they may better grasp their roles and responsibilities. The next step for participants is to attend BGL’s Live Online Product Training for its innovative company compliance and trust management software, CAS 360, scheduled in October and December 2022.”
For more information, visit https://www.bglcorp.com/hub/training/
Published by Australian Fintech on 19 October 2022
Click here to read on the Australian Fintech website
Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to announce the appointment of Adriana Cavallo as its Head of Customer Experience (APAC).
“It has been a pleasure to watch Adriana grow and thrive with us both personally and professionally since she joined BGL in 2012,” said Ron Lesh, BGL’s Managing Director. “Adriana has demonstrated the highest commitment to BGL, the team and clients and we could not be prouder to see her take on this new role.”
A qualified CPA with an MBA in Marketing, Adriana has contributed significantly to BGL over the past 10 years with roles in Support, Data Services, Client Enablement, Practice Management Integration, Partnerships and most recently, as Head of Client Success.
“As Head of Customer Experience (APAC), Adriana will oversee BGL’s Support, Data Services, Client Success, Account Management, and Sales (APAC) teams to deliver remarkable experiences for BGL clients,” continued Lesh. “This is a significant change to the structure of our business and will have a positive impact on BGL, our clients and partners moving forward.”
“Working with our clients and creating an exceptional BGL experience has always been a passion of mine,” said Adriana Cavallo. “I’m thrilled to be able to continue my incredible journey with BGL, focusing on client experience and working with the amazing teams at BGL.”
“We are proud to have an extraordinary talent pool at BGL that allows us to promote internally rather than seek external appointments for senior management positions,” added Lesh. “Adriana is highly regarded in the industry due to her ability to form and sustain strong relationships and is perfectly suited and qualified to help lead BGL into the future.”
Published by Australian Fintech on 18 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to once again win the SMSF software category of the ‘selfmanagedsuper’ and CoreData SMSF Service Provider Awards.
“This is a sensational achievement by the BGL team. I could not be prouder of each and every one of them,” said Ron Lesh, BGL’s Managing Director. “In 2022, BGL has also received industry recognition from SMSF Adviser Awards for SMSF Software Provider of the Year, International Business Awards® for Most Innovative Company of the Year, Global Excellence Awards for Most Innovative Compliance Software Solutions Provider (Australia), Titan Business Awards for Most Innovative Company of the Year and FinTech Breakthrough Awards for Best RegTech Solution, among many others.”
Presented by ‘selfmanagedsuper’ and research house CoreData, the SMSF Service Provider Awards cover 16 categories related to investments and services available to SMSFs. The awards are based on a survey of industry participants conducted between July and September 2022 of 240 advisers and accountants who advise on and/or administer SMSFs.
Jeevan Tokhi, Head of Simple Fund 360, said, “This award recognises why Simple Fund 360 is the number 1 SMSF administration software in the market. The entire BGL team continues to provide best-of-breed technology and exceptional service. We look forward to delighting our clients with some exciting updates later this year.”
Launched in 2014, Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review – simplifying the process of transaction processing for SMSFs and providing incredible efficiencies for clients.
Simple Fund 360 integrates with BGL’s CAS 360, Simple Invest 360 and many industry-leading practice management solutions while providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration, sophisticated portfolio reporting and BGL SmartDocs – BGL’s award-winning industry-leading paper-to-data solution. And for the accountants, Simple Fund 360 includes a proper double-entry general ledger.
Simple Fund 360 is used by almost 7,500 businesses administering over 260,000 SMSFs representing 43% of the 605,000 SMSFs in Australia. This adviser-voted award solidifies the position of Simple Fund 360 as Australia’s leading SMSF administration software solution.
Published by Australian Fintech on 11 October 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, have announced they are to be part of a Global Victoria technology trade mission to Asia’s most exciting big data, analytics and artificial intelligence event Big Data & AI World, Singapore.
“We were honoured to be invited by Global Victoria, the Victorian Government’s trade facilitation agency, to join this trade mission and attend the Big Data & AI World event in Singapore,” said Ron Lesh, BGL’s Managing Director. “Being selected to exhibit at the Global Victoria pavilion with 15 other illustrious Victorian companies offering cutting-edge technological solutions is a remarkable achievement for BGL.”
The award-winning Big Data & AI World event in Singapore, held on 12-13 October 2022, convenes and connects data and AI innovators, technologists and business leaders to help make data-driven decisions and intelligently shape their businesses.
“This event is a fantastic opportunity for BGL to showcase our latest product in development, Smart Docs 360,” continued Lesh. “BGL’s Chief Operating Officer, Daniel Tramontana, and Head of Development, James Luo, will be at the Global Victoria Pavilion S10 to demonstrate this incredible technology in person.”
Smart Docs 360, currently in closed beta, is an all-in-one, artificial intelligence (AI) powered cloud software solution that helps businesses unlock their full potential by transforming their unstructured data into smart digital data.
“We initially developed BGL Smart Docs to be part of our existing compliance offerings,” said Lesh. “As a module in Simple Fund 360 and Simple Invest 360, BGL Smart Docs reads PDF or image files, extracts the information and converts it into useful digital data using artificial intelligence. Document types include invoices, bank statements, dividend or distribution statements, broker buy and sell notes and many others. BGL Smart Docs is currently reading two million pages per month and loading the data extracted from those documents into Simple Fund 360 and Simple Invest 360, saving our clients a huge amount of time and money while dramatically reducing errors and improving efficiency.”
“As the Smart Docs technology evolved, we realised it could be used across many industries, leading to the creation of BGL Smart Docs 360, which will be available as a retail and developer (no-code AI) solution.”
If you’re attending the Big Data & AI World event in Singapore, visit BGL’s Chief Operating Officer, Daniel Tramontana and Head of Development, James Luo, at the Global Victoria Pavilion S10.
To register your interest in BGL Smart Docs 360, visit www.bglcorp.com/smart-docs-360.
With two months to the deadline, most company directors have yet to apply for their identifier and many remain confused about the system.
Directors have been warned that requirements to obtain a director ID also apply to resigned or deceased directors in some cases as the November deadline draws closer.
Written by Josh Needs
Published by Accountants Daily on 27 September 2022
Click here to read on Accountants Daily website
BGL Corporate Solutions is offering a free online company secretary course for accountants and others unfamiliar with the role.
Managing director of BGL, Ron Lesh, said he was pleased the firm was able to supply the education tool.
“We’re excited to offer this free live training course to help those new to a company secretary role find their feet in a complex and ever-changing compliance landscape,” said Mr Lesh.
“BGL has over 30 years of experience in the corporate compliance space and has developed this course to share its knowledge and expertise with the community and help pave the way for the next generation of company secretaries and administrators.”
The firm said that the course — Company Secretary 101: A Beginner’s Guide — would be useful for new ASIC registered agents, accountants, and administrators or those wanting to refresh their skills.
The course aimed to provide participants with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary and will provide attendees with two CPD hours.
Head of CAS 360 at BGL, Warren Renden, said the course could also help participants better understand the software.
“We developed CAS 360 to be the complete tool for managing company compliance requirements,” he said.
“This new training course will give participants an overview of company secretary duties, so they may better grasp their roles and responsibilities.”
BGL said the role of a company secretary was essential in monitoring and governing how a business operated and ensuring it remained compliant with corporate law.
The position involves maintaining a registered office and reporting any changes for the company to ASIC and because of its critical nature a company’s secretary could be subject to several legal obligations and duties.
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 and law firms to financial planners, as well as individual SMSF trustees.
Published by Australian Fintech on 19 September 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions now offers free corporate compliance training for ASIC registered agents, accountants and administrators.
“We’re excited to offer this free live training course to help those new to a company secretary role find their feet in a complex and ever-changing compliance landscape,” said Ron Lesh, BGL’s Managing Director. “BGL has over 30 years of experience in the corporate compliance space and has developed this course to share its knowledge and expertise with the community and help pave the way for the next generation of company secretaries and administrators.”
Warren Renden, Head of CAS 360 at BGL, said, “We developed CAS 360 to be the complete tool for managing company compliance requirements. This new training course will give participants an overview of company secretary duties, so they may better grasp their roles and responsibilities.”
BGL’s Company Secretary 101: A Beginner’s Guide live online training course is ideal for new ASIC registered agents, accountants and administrators or those wanting to refresh their skills and will provide attendees with an understanding of the core duties, legal responsibilities, tasks and activities of a company secretary. The course is complimentary for all and provides attendees with 2 CPD hours.
A company secretary has an essential role in governing and monitoring how a company operates to ensure the company is compliant with Australian corporate law. It involves maintaining a registered office and reporting any changes for the company to ASIC. Because of this critical role, a company secretary is subject to several legal obligations and duties.
To learn more about BGL’s Company Secretary 101: A Beginner’s Guide live online training course or to register, visit www.bglcorp.com/company-secretary-course
Published by Australian Fintech on 05 September 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions have announced the release of its new two-way integration with Xero Practice Manager (XPM).
“We have been running Version 2 of our Xero Practice Manager integration in BETA for several months and are excited to start rolling this out to all BGL clients,” said Ron Lesh, BGL’s Managing Director. “The integration allows clients to efficiently manage client and contact data across four applications in a single database – a dream for any professional firm.”
In 2017, BGL released Version 1 of its integration with Xero Practice Manager, which automatically synchronised contacts with BGL’s product suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) with clients in Xero Practice Manager.
“For some firms, Version 1 of this integration worked extremely well,” said Lesh. “However, we listened to client feedback and decided to rebuild the integration from the ground up.”
“The new integration with Xero Practice Manager is more dynamic and keeps data records across apps consistent,” continued Lesh.
“Features include both client and contact synchronisation, prompts to review a client/contact before synchronising to a product, notification of duplicate client/contacts, the ability to add clients/contacts in bulk and to view client/contact relationships and change history. Plus, a brand-new user interface to view and filter the integrated client list.”
“So, if a client’s details changed in BGL’s product suite, this change is automatically updated in Xero Practice Manager, providing seamless practice management integration for professional firms,” noted Lesh. “Plus, when client or contact details changed in any of the apps, BGL’s company compliance software, CAS 360 will prompt clients to prepare all the relevant ASIC compliance documents.”
This integration will be rolled out to our other practice management integration partners in the coming months.
BGL will be at Xerocon Sydney 2022 this week. Visit the BGL booth E+19 to watch a live demonstration of this new two-way integration and how it creates a single database between BGL’s product suite and Xero Practice Manager.
© 2024 BGL Corporate Solutions Pty Ltd.
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