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BGL Masterclass returns in March 2023 as a live event

By Australian FinTech, In the Media, IndustryNo Comments

BGL Masterclass returns in March 2023 as a live event

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, has announced its BGL Masterclass will return as a live and in-person event in March 2023.

“We are excited to hit the road and catch up with our clients in Adelaide, Brisbane, Hobart, Perth and Sydney,” said Ron Lesh, BGL’s Managing Director. “The BGL Masterclass is a must-attend event for BGL CAS 360, Simple Fund 360 and Simple Invest 360 clients wanting to learn how to unlock the full potential of their software and boost their productivity”.

Presented by BGL product experts Warren Renden, Head of CAS 360, Jeevan Tohki, Head of Simple Fund 360 and Andrew Paszko, Simple Invest 360 Product Manager, the BGL Masterclass will cover topics including new and key features and their benefits, best practice workflow and processes, essential BGL Suite integrations and time-saving tips, tricks, and shortcuts. Plus, attendees will get a sneak peek at BGL’s product roadmaps.

“BGL launched its Masterclasses in 2020 as a live and in-person event,” continued Lesh. “However, like everyone else, we were forced to move online during the pandemic. So, we are thrilled to finally run the BGL Masterclasses as intended, as an in-person, interactive and immersive team learning experience for our clients”.

“Educating our clients to ensure they have the skills and knowledge to get the most out of their BGL software is a top priority,” added Lesh. “That’s why we provide our clients with extensive learning and help resources, including live and on-demand online product training options, live webinars, education weeks and more.”

The BGL Masterclass will take place in Hobart (02/03), Adelaide (07/03), Perth (08/03), Sydney (21/03), Brisbane (22/03) and Melbourne (28/03).

For more information and to secure tickets, please visit www.bglcorp.com/bglmasterclass.

BGL announces Great Place to Work recertification

By In the Media, Industry, XU MagazineNo Comments

BGL announces Great Place to Work recertification.

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, is proud to announce it has achieved Great Place to Work recertification for the 2022-2023 year.

“This is a great accomplishment by the BGL Team and especially our People and Culture Team,” said Ron Lesh, BGL’s Managing Director. “This certification means a lot to BGL and recognises the constant and consistent effort of our People and Culture Team to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment. I’m extremely proud of them.”

Great Place To Work Certification recognises employers who create an outstanding employee experience. Certification is a two-step process that requires the submission of a comprehensive culture brief, capturing the people practices that make a company brilliant and unique. Plus, an employee experience survey, with questions relating to organisational culture and company leadership.

“BGL can only achieve great goals with inspired and passionate people who are motivated to produce outstanding results for our clients,” continued Lesh. “So, we work hard to create and foster a workplace culture where everyone is valued and respected.”

Daniel Tramontana, Chief Executive Officer at BGL, said, “Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us. But clients stay with BGL because of our people, community and culture. Our people are our greatest point of differentiation, and we are truly blessed with the best.”

In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace and Great Place to Work® Certified™. BGL is recognised on the Great Place To Work® Best Workplaces for Women List and the 2021 AFR BOSS Best Places to Work List as the 6th best technology workplace in Australia and New Zealand. 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.

BGL announces Great Place to Work recertification

By Australian FinTech, In the Media, IndustryNo Comments

BGL announces Great Place to Work recertification.

BGL Corporate Solutions, Australia’s leading provider of company compliance, self-managed superannuation fund (SMSF) and investment portfolio management software, is proud to announce it has achieved Great Place to Work recertification for the 2022-2023 year.

“This is a great accomplishment by the BGL Team and especially our People and Culture Team,” said Ron Lesh, BGL’s Managing Director. “This certification means a lot to BGL and recognises the constant and consistent effort of our People and Culture Team to provide BGL’s 200+ employees with a safe, inclusive, and friendly work environment. I’m extremely proud of them.”

Great Place To Work Certification recognises employers who create an outstanding employee experience. Certification is a two-step process that requires the submission of a comprehensive culture brief, capturing the people practices that make a company brilliant and unique. Plus, an employee experience survey, with questions relating to organisational culture and company leadership.

BGL can only achieve great goals with inspired and passionate people who are motivated to produce outstanding results for our clients,” continued Lesh. “So, we work hard to create and foster a workplace culture where everyone is valued and respected.”

Daniel Tramontana, Chief Executive Officer at BGL, said, “Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us. But clients stay with BGL because of our people, community and culture. Our people are our greatest point of differentiation, and we are truly blessed with the best.”

In recent years, BGL has become an accredited Mental Health First Aid Skilled Workplace and Great Place to Work® Certified™. BGL is recognised on the Great Place To Work® Best Workplaces for Women List and the 2021 AFR BOSS Best Places to Work List as the 6th best technology workplace in Australia and New Zealand. 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.

BGL promotes Daniel Tramontana to CEO

By In the Media, Industry, SMSF AdviserNo Comments

Written by Miranda Brownlee
Published by SMSF Adviser on 21 December 2022
Click here to read on the SMSF Adviser website

BGL promotes Daniel Tramontana to CEO

Software firm BGL Corporate Solutions has promoted its chief operating officer to the role of chief executive, effective 1 January 2023.

BGL has announced that Daniel Tramontana will be promoted to chief executive officer from next year, with Ron Lesh to continue in his role as managing director.

Mr Lesh said he was incredibly proud and excited to see Mr Tramontana step into the chief executive role.

“This is a momentous moment for BGL, the team, our clients and our community,” said Mr Lesh.

“Daniel’s contribution over his almost 26-year tenure at BGL has been incredible. 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.”

Mr Tramontana first joined BGL in 1997 as a member of its support team.

With a Bachelor of Computer Science & Accounting, BGL said that Mr Tramontana has added a new area of competency to BGL’s support and training teams.

Through his time at BGL, he 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, the software company said.

After almost 26 years at BGL, Mr Tramontana said it was an honour to have been promoted as chief executive.

“Software is at the core of what we do. It’s the reason thousands of firms choose to transact with us,” he said.

“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.”

BGL Corporate Solutions promotes Daniel Tramontana as CEO

By Australian FinTech, In the Media, IndustryNo Comments

BGL Corporate Solutions promotes Daniel Tramontana as CEO

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.”

BGL adds the Company Tax Return to Simple Invest 360

By In the Media, Industry, XU MagazineNo Comments

BGL adds the Company Tax Return to Simple Invest 360

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.

BGL adds the Company Tax Return to Simple Invest 360

By Australian FinTech, In the Media, IndustryNo Comments

BGL adds the Company Tax Return to Simple Invest 360

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.