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BGL Masterclass returns in March 2023 as a live event

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 30 January 2023
Click here to read on the XU Magazine website

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.

January 30, 2023
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BGL announces Great Place to Work recertification

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 10 January 2023
Click here to read on the XU Magazine website

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.

January 10, 2023
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BGL adds the Company Tax Return to Simple Invest 360

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 13 December 2022
Click here to read on the XU Magazine website

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.

December 13, 2022
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BGL is proud to announce it has been recognised on the 2022 Australia’s Best Workplaces™ for Women List

By In the Media, Industry, XU MagazineNo Comments

Published by XU Magazine on 08 November 2022
Click here to read on the XU Magazine website

BGL is proud to announce it has been recognised on the 2022 Australia's Best Workplaces™ for Women List

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.

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“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.

November 8, 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 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

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

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.

May 20, 2022
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BGL confirms it’s full-speed ahead for BGL REGTECH 2022

By In the Media, News, XU MagazineNo Comments

“This will be one of the first BIG in-person accounting conferences in almost two years and we cannot wait to reconnect with our clients and partners face-to-face” said Ron Lesh, BGL’s Managing Director. “We feel there really is no substitute for human interaction and have missed coming together with our community. So, we’re excited to get back to enjoying the small, special moments that only live events can offer.”

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February 7, 2022
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BGL launches integration with FuseSign

By In the Media, News, XU MagazineNo Comments

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

BGL launches integration with FuseSign

BGL Corporate Solutions, Australia’s leading supplier of SMSF administration, ASIC corporatecompliance and investment portfolio solutions, is proud to announce CAS 360, Simple Fund 360and Simple Invest 360 are now integrated with digital signing tool FuseSign by FuseWorks.

“It’s great to add FuseSign to the BGL Ecosystem” said Ron Lesh, BGL’s Managing Director.“FuseSign creates a seamless workflow for BGL clients so that all company, trust, individual andSMSF documents can be digitally signed, speeding up the compliance process and reducingsigning times to minutes rather than days for the price of a stamp.

Melissa Voss, Co-Founder and Head of Clients and Partners at FuseWorks, said: “We’re thrilledwith this partnership and to be able to offer BGL clients with our Digital Signing tool straight fromtheir platform. I am passionate about automation and helping Accountants to simplify theday-to-day, removing inefficiencies through the power of automation so they can focus on morehuman tasks, and that is exactly what FuseSign does, it gives your clients a better experiencewith your brand, saves your business time and money, and it empowers your team to focus on tasks they really enjoy.”

Made for accountants by accountants, FuseSign is an affordable, intuitive and easy to useDigital Signature tool and can be used for all company, trust, individual and SMSF documentsprepared by CAS 360, Simple Fund 360 and Simple Invest 360. Recent legislative changeshave now made it possible to sign more document types digitally than ever before. TheFuseSign process in BGL applications provides a seamless workflow for clients. And recentevaluations of digital signing solutions have proven documents are signed quicker, easier andwith much less friction when digital solutions are used.

BGL currently has over 350 partners in our Ecosystem and it is great to be able to addFuseSign to the list.

For more information about this sensational integration, visit https://www.fusesign.com/bgl/

August 16, 2021
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