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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.”

BGL attains Mental Health Skilled Workplace Accreditation

By In the Media, News, XU MagazineNo Comments

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.”

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.

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.

BGL appoints new head of Simple Fund 360

By In the Media, News, SMSF AdviserNo Comments

Published by SMSF Adviser, powered by MOMENTUM MEDIA
Written by Miranda Brownlee on 23 May 2022
Click here to read on SMSF Adviser website

BGL appoints new head of Simple Fund 360

SMSF software firm BGL has promoted its head of ecosystem as the new head of Simple Fund 360.

BGL Corporate Solutions has announced the appointment of Jeevan Tokhi as its new head of Simple Fund 360.

As a qualified CPA (SMSF specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including support consultant, business and test analyst, Simple Fund Desktop product manager, Simple Fund 360 product manager and most recently, head of ecosystem.

Mr Tokhi said he has enjoyed building innovative software applications with a strong focus on the needs of BGL’s clients and will continue to do so.

BGL managing director Ron Lesh said it has been a pleasure to watch Jeevan grow and thrive with BGL, both personally and professionally, since he joined BGL in 2005.

“We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own,” said Mr Lesh.

“Jeevan is perfectly positioned and qualified to lead Simple Fund 360 into the future,” added Lesh. “With his vision for Simple Fund 360 and experience working with BGL’s flagship products, CAS 360 and Simple Invest 360, our clients are in for an incredible journey. Watch this space!”

BGL is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360

By In the Media, News, XU MagazineNo Comments

BGL is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360

BGL Corporate Solutions, Australia’s leading provider of SMSF, investment portfolio and company compliance management software, is proud to announce the appointment of Jeevan Tokhi as its new Head of Simple Fund 360.

“It has been a pleasure to watch Jeevan grow and thrive with us both personally and professionally, since he joined BGL in 2005” said Ron Lesh, BGL’s Managing Director. “We could not be prouder to see Jeevan rise up the ranks to head our Simple Fund 360 product team and make it his own.”

As qualified CPA (SMSF Specialist) and accredited SMSF Specialist Advisor (SSA) with a strong technical background and relentless focus on the clients, Jeevan has contributed significantly to BGL throughout his career with roles including Support Consultant, Business and Test Analyst, Simple Fund Desktop Product Manager, Simple Fund 360 Product Manager and most recently, Head of Ecosystem.

“I have enjoyed building leading, innovative software applications by focusing on BGL’s clients’ needs and will continue to do so” noted Jeevan Tokhi.

“Jeevan is perfectly positioned and qualified to lead Simple Fund 360 into the future” added Lesh. “With his vision for Simple Fund 360 and experience working with BGL’s flagship products, CAS 360 and Simple Invest 360, our clients are in for an incredible journey. Watch this space!”

Simple Fund 360 is Australia’s leading self-managed super fund (SMSF) administration software solution with over 7,100 clients managing over 243,000 funds on the platform.