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BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
SIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from SIMPLE FUND 360 SMSF TRUSTEE SOFTWARE A Proactive Approach to Compliance. Simple Fund 360 works while you sleep, automatically processing your transactions overnight saving you time and money. With real-time access to accurate information, Simple Fund 360 makes it easy for you to monitor your balances, contribution caps, pension limits, performance and investment strategies. AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) Security WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
SIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from SIMPLE FUND 360 SMSF TRUSTEE SOFTWARE A Proactive Approach to Compliance. Simple Fund 360 works while you sleep, automatically processing your transactions overnight saving you time and money. With real-time access to accurate information, Simple Fund 360 makes it easy for you to monitor your balances, contribution caps, pension limits, performance and investment strategies. AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) Security WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for.CONTACT BGL
AUSTRALIA (Head Office) Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187. Phone: 1300 654 401 Email: TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
BGL WEBINARS
Security in the Cloud with AWS. Join AWS and BGL in this 1 hour webinar tackling all your questions in relation to cloud security, compliance and data privacy. Explore how Simple Fund 360 is keeping your data safe in the cloud. Thursday, 17 June 2021 | 11:30 AEST.Register Now!
BGL ANNOUNCE BETA FOR INVESTMENT PORTFOLIO SOFTWARE BGL is proud to announce closed BETA for its new non-super cloud Investment Portfolio software solution, Simple Invest 360! “The Team have done a great job through the COVID-19 lockdowns to get Simple Invest 360 to closed BETA many months ahead of schedule” said BGL’s Managing Director, Ron Lesh. “We have had many enquiriesfrom clients
ALISSA HARALAMBOPOULOS, AUTHOR AT BGL CORPORATE SOLUTIONS As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. NEW FUND TRANSFER FEATURE FOR SIMPLE FUND 360 BGL Corporate Solutions, Australia’s leading supplier of SMSF administration and ASIC corporate compliance solutions, has released an automated fund transfer feature in Simple Fund 360. This feature allows funds to be transferred between Simple Fund 360 clients. “This was the No 1 feature requested by clients” said BGL’sManaging
HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to theBGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration. MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for.CONTACT BGL
AUSTRALIA (Head Office) Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187. Phone: 1300 654 401 Email: TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients.BGL WEBINARS
Security in the Cloud with AWS. Join AWS and BGL in this 1 hour webinar tackling all your questions in relation to cloud security, compliance and data privacy. Explore how Simple Fund 360 is keeping your data safe in the cloud. Thursday, 17 June 2021 | 11:30 AEST.Register Now!
ALISSA HARALAMBOPOULOS, AUTHOR AT BGL CORPORATE SOLUTIONS As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. NEW FUND TRANSFER FEATURE FOR SIMPLE FUND 360 BGL Corporate Solutions, Australia’s leading supplier of SMSF administration and ASIC corporate compliance solutions, has released an automated fund transfer feature in Simple Fund 360. This feature allows funds to be transferred between Simple Fund 360 clients. “This was the No 1 feature requested by clients” said BGL’sManaging
MANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to theBGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration. MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for.CONTACT BGL
AUSTRALIA (Head Office) Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187. Phone: 1300 654 401 Email: TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients.BGL WEBINARS
Security in the Cloud with AWS. Join AWS and BGL in this 1 hour webinar tackling all your questions in relation to cloud security, compliance and data privacy. Explore how Simple Fund 360 is keeping your data safe in the cloud. Thursday, 17 June 2021 | 11:30 AEST.Register Now!
ALISSA HARALAMBOPOULOS, AUTHOR AT BGL CORPORATE SOLUTIONS As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. NEW FUND TRANSFER FEATURE FOR SIMPLE FUND 360 BGL Corporate Solutions, Australia’s leading supplier of SMSF administration and ASIC corporate compliance solutions, has released an automated fund transfer feature in Simple Fund 360. This feature allows funds to be transferred between Simple Fund 360 clients. “This was the No 1 feature requested by clients” said BGL’sManaging
MANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and fromSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and fromSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for.BGL TRAINING
Available Courses – Delivered Online. Simple Fund 360 Professional Level 1. For new users who are responsible for processing self-managed super funds. For new users who are responsible for managing corporate affairs and processing Annual Reviews. Simple Fund 360 Professional Level 2. For users who have attended the Level 1 course or have 3 TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. BGL CAREER OPPORTUNITIES Career opportunities - BGL employs a team of over 110 people to handle software development, support, training, client development, marketingand admin
BGL MASTERCLASS
BGL’s CAS 360 and Simple Fund 360 software solutions have HUGE feature sets and most users barely scratch the surface of what is possible to do in our software. The BGL Masterclass 2021 is a must attend event for ALL CAS 360 / Simple Fund 360 clients wanting to master their workflow, save time and become THE ultimate BGL ninja! BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
BGL AND SELFWEALTH
BGL's exclusive partnership with SelfWealth provides you with free access to SelfWealth's flat fee trading solution, portfolio construction tools and stock research powered by Thomson Reuters with the ability to extend these services to your clients. Exclusive toSimple Fund 360.
ARE YOU SUPERSTREAM READY? SuperStream is the new standard for super transactions designed to improve the quality of data and improve processing efficiency for both employers and super funds. Our SuperStream Service will collect your contribution data from employers and distribute this data to your SMSF. As part of this, all trustees of SMSFs must comply with a newdata
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and fromSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and fromSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry. BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including: MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for.BGL TRAINING
Available Courses – Delivered Online. Simple Fund 360 Professional Level 1. For new users who are responsible for processing self-managed super funds. For new users who are responsible for managing corporate affairs and processing Annual Reviews. Simple Fund 360 Professional Level 2. For users who have attended the Level 1 course or have 3 TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. BGL CAREER OPPORTUNITIES Career opportunities - BGL employs a team of over 110 people to handle software development, support, training, client development, marketingand admin
BGL MASTERCLASS
BGL’s CAS 360 and Simple Fund 360 software solutions have HUGE feature sets and most users barely scratch the surface of what is possible to do in our software. The BGL Masterclass 2021 is a must attend event for ALL CAS 360 / Simple Fund 360 clients wanting to master their workflow, save time and become THE ultimate BGL ninja! BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
BGL AND SELFWEALTH
BGL's exclusive partnership with SelfWealth provides you with free access to SelfWealth's flat fee trading solution, portfolio construction tools and stock research powered by Thomson Reuters with the ability to extend these services to your clients. Exclusive toSimple Fund 360.
ARE YOU SUPERSTREAM READY? SuperStream is the new standard for super transactions designed to improve the quality of data and improve processing efficiency for both employers and super funds. Our SuperStream Service will collect your contribution data from employers and distribute this data to your SMSF. As part of this, all trustees of SMSFs must comply with a newdata
THE FUTURE OF BGL'S SIMPLE FUND DESKTOP BGL has made the decision to not make these changes to Simple Fund Desktop and therefore 30 June 2021 will be the last tax release of Simple Fund Desktop. BGL launched Simple Fund Desktop in 1997. This software has had an incredible life but eventually all good things must come to an end. BGL will continue to support Simple Fund Desktopclients.
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL Pricing. Choose BGL’s award-winning cloud based solutions to empower your business. $13 excl. GST. Per company, per annum. Initial minimum purchase of 25 companies. Sold in lots of 5 companies thereafter. Unlimited Users. Unlimited Support. Simple Migration.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digitalSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture. Reliable double-entry.SMSF SOFTWARE
Go beyond data entry! Grow your SMSF business with the AI-powered, innovative and award-winning technology in Simple Fund 360. Streamline your year-end compliance process by speeding up the time to get funds ready for audit. Powerful built-in warnings, ability to store documents, record all evidence obtained during the preparation offinancial
BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER Seamless practice management integration for professional firms! BGL also has two-way integration with Xero Practice Manager (XPM) that. automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. Real-time alerts are sent directly to and from AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) SecurityMANUAL REVALUATION
Anthony January 20, 2020, 3:25am #2. hey @GdM. To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries thesystem will
WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers demerger of Coles - 2019 calculator and instructions. This calculator will assist shareholders to work out their tax outcomes from the Wesfarmers demerger of Coles. Apparently there was a “dividend” component related to the Wesfarmers demerger of Coles - does anyone know how to calculate & record this into Simple Fund 360 HOW TO UNLOCK A TRANSACTION WITH A CORPORATE ACTION Simple Fund 360 has built-in safeguards to uphold the data integrity. SF360 may lock a transaction to preserve the correct capital gains calculation. If you are attempting to edit a transaction and it is locked, check that the investment account has no future dated transactions. If you need to adjust the locked transaction you will have to reallocate any future dated transactions to the MENTAL HEALTH: NO JUDGMENT. NO SHAME. NO BIAS. JUST LISTEN Mental health is a topic that I am passionate about. Having the support of Ron Lesh to pursues this accreditation is something that I am very grateful for. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Empowering Company Compliance Professionals. Take the hassle out of your company compliance work with the time-saving features in CAS 360! Enjoy a ‘hands-off’ approach to the ASIC Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients. TRUST DISTRIBUTION WITH CAS 360 As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible.CONTACT BGL
AUSTRALIA (Head Office) Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187. Phone: 1300 654 401 Email: BGL SIMPLE FUND DESKTOP DATA SERVICES Plus our team is ready to assist you through the setup process step-by-step! BGL Bank Data Service. Automate the flow of bank data daily from all major banks through our partnership with SISS Data Services. BGL Contract Note Service. Automatically upload buy and sell transactions (including PDF contract notes) from all major Australianbrokers.
BGL WEBINARS
Security in the Cloud with AWS. Join AWS and BGL in this 1 hour webinar tackling all your questions in relation to cloud security, compliance and data privacy. Explore how Simple Fund 360 is keeping your data safe in the cloud. Thursday, 17 June 2021 | 11:30 AEST.Register Now!
BGL + DOCUSIGN ELECTRONIC SIGNING INTEGRATION The DocuSign and BGL integration empowers you to sign, send and manage your compliance documents anytime, anywhere, on any device. To get started, simply enable the DocuSign feature in CAS 360 or Simple Fund 360. You can find our detailed instructions here. The DocuSign integration is FREE for all active CAS 360 and Simple Fund 360subscribers.
ALISSA HARALAMBOPOULOS, AUTHOR AT BGL CORPORATE SOLUTIONS As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre. Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible. DISTRIBUTION TAX AUTOMATION This is the first financial year I am using BGL Simple Fund. I have largely found simple fund relatively user friendly, and the Corporate Actions for listed securities work okay. I have received the tax statement for one of the managed funds (Magellan High Conviction Fund). I have watched the video on how the process works and I get most aspects of it. What I am struggling with is the TRUSTEE EDITION; LODGE THROUGH TAX AGENT WITHOUT "ADDING My client runs their own trustee edition of simplefund, and I want to be able to to lodge their tax return through the firms’ PLS. Do I need to add the fund in as a client (somehow) so as to be able to do this, and if so, does this use up an allocated license? Can it be lodged without doing this and not setting up the lodging party in theclients’ file?
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL pricing | CAS 360 | Simple Fund 360 | Simple Ledger | Choose BGL’s award-winning cloud based solutions to empower your business. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Be proactive with your Corporate Compliance - join BGL's CAS 360. Daily ASIC downloads, automated Annual Review process, Smart Alertsand much more!
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL SMSF & corporate compliance solutions | Simple Fund BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER BGL also has two-way integration with Xero Practice Manager (XPM) that automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM.. Real-time alerts are sent directly to and from each platform to notify users when a change has beenSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) Security WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers Issued a News Release on 14/12/2018 with details of calculations (probably still available on their website) and referred to the issue of ATO Class Ruling CR2018/59 which also shows detailed treatment of the demerger - can be downloaded from ATO website.LOCKED TRANSACTIONS
Hi, Just wondering if anyone else seems to have issued with transactions being locked. I understand that the transactions are locked due to a CGT event that has happened, however it is an absolutely pain to remove or reallocate all future transactions including: Purchases after the locked transaction. Cost base adjustments after the locked transaction. Disposals after the locked BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL is the world’s #1 developer of SMSF admin and ASIC corporate compliance software solutions, Simple Fund 360 & CAS 360. Award-winning technologies!BGL PRICING
BGL pricing | CAS 360 | Simple Fund 360 | Simple Ledger | Choose BGL’s award-winning cloud based solutions to empower your business. CAS 360 - THE NEXT GENERATION ASIC CORPORATE COMPLIANCE Be proactive with your Corporate Compliance - join BGL's CAS 360. Daily ASIC downloads, automated Annual Review process, Smart Alertsand much more!
BGL SMSF & CORPORATE COMPLIANCE SOLUTIONS BGL SMSF & corporate compliance solutions | Simple Fund BGL CAS 360 + SIMPLE FUND 360 + XERO PRACTICE MANAGER BGL also has two-way integration with Xero Practice Manager (XPM) that automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM.. Real-time alerts are sent directly to and from each platform to notify users when a change has beenSIMPLE INVEST 360
Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial reporting and smart artificial intelligence powered categorisation and data capture.BGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital AN IMPORTANT QUESTION FOR SIMPLE FUND DESKTOP USERS Hello to all our Simple Fund Desktop users! We’d love to understand you and your business a little better by asking you 1 quick question. Please let us know your answer/thoughts in the comments below! 👇 Q. What would you say is holding you (or your business) back from moving to Simple Fund 360? a) Absolutely nothing, I’m already on Simple Fund 360 or soon will be! b) Pricing c) Security WESFARMERS DEMERGER OF COLES "DIVIDEND" Wesfarmers Issued a News Release on 14/12/2018 with details of calculations (probably still available on their website) and referred to the issue of ATO Class Ruling CR2018/59 which also shows detailed treatment of the demerger - can be downloaded from ATO website.LOCKED TRANSACTIONS
Hi, Just wondering if anyone else seems to have issued with transactions being locked. I understand that the transactions are locked due to a CGT event that has happened, however it is an absolutely pain to remove or reallocate all future transactions including: Purchases after the locked transaction. Cost base adjustments after the locked transaction. Disposals after the lockedBGL REGTECH 2021
BGL REGTECH 2021 is more than just a half-day learning and inspirational experience. It’s your chance to step back from daily activities and explore with us the evolution – from the paper forms to the ultimate software developments – how we, as an industry, are turning big ideas into action! Unveil the challenges of the practice of the future and learn how to supercharge your digital MYBGL | BGL CORPORATE SOLUTIONS PTY LTD MyBGL is a simple, secure and free online Administration Portal for BGL clients to manage their account details with BGL, including:CONTACT BGL
AUSTRALIA (Head Office) Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187. Phone: 1300 654 401 Email:BGL TRAINING
BGL training courses are designed to provide you with a practical learning experience that ensures you gain the greatest benefit fromyour software.
BGL AND SELFWEALTH
BGL's exclusive partnership with SelfWealth provides you with free access to SelfWealth's flat fee trading solution, portfolio construction tools and stock research powered by Thomson Reuters with the ability to extend these services to your clients. BGL LEARNING CHANNEL The BGL Learning Channel is a great FREE online resource for you and your team to stay up-to-date with the latest BGL training materials, short courses, webinars and more!BGL WEBINARS
BGL Webinars! Attend a free or paid live webinar from the comfort of your home or office! Unable to attend? Visit our YouTube Channel. BGLCORP, AUTHOR AT BGL CORPORATE SOLUTIONS PTY LTD BGL Corporate Solutions, Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions, will release its highly anticipated cloud based ASIC corporate compliance software CAS 360 on 22 February 2017.Over the past 6 months, the CAS 360 beta has been released to over 180 BGL clients representing more than 27,000 companies with great success. DISTRIBUTION TAX AUTOMATION This is the first financial year I am using BGL Simple Fund. I have largely found simple fund relatively user friendly, and the Corporate Actions for listed securities work okay. I have received the tax statement for one of the managed funds (Magellan High Conviction Fund). I have watched the video on how the process works and I get most aspects of it. What I am struggling with is theMANUAL REVALUATION
The BGL system does not automatically upload the market value of one of our investments on a German stock exchange - Roche Holdings RHO.ETR. If I try to enter extra value to the investment account, it asks me for a number of shares which would be incorrect. Is there aworkaround? Gwen
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SMSF ADMINISTRATION CLOUD SOFTWARE SOLUTION Go beyond data entry! Grow your SMSF business with the AI-powered, innovative technology in Simple Fund 360.* __
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350+ DATA FEEDS AND INTEGRATION PARTNERSLearn More
ASIC COMPANY COMPLIANCE CLOUD SOFTWARE SOLUTION Empowering company compliance professionals. Take the hassle out of compliance with time-saving features in CAS 360!* __
SMART ALERTS AND AUTOMATED CLIENT REMINDERS* __
AUTOMATED ASIC ANNUAL REVIEW PROCESSING* __
SIMPLE DOCUMENT AND EMAIL TEMPLATE CUSTOMISATIONLearn More
SMSF ADMINISTRATION CLOUDSOFTWARE SOLUTION
*
AI-POWERED TRANSACTION MATCHING AND REVIEW*
REAL-TIME BIG DATA ANALYTICAL INSIGHTS*
350+ DATA FEEDS AND INTEGRATION PARTNERSLearn More
ASIC COMPANY COMPLIANCE CLOUDSOFTWARE SOLUTION
*
SMART ALERTS AND AUTOMATED CLIENT REMINDERS*
AUTOMATED ASIC ANNUAL REVIEW PROCESSING*
SIMPLE DOCUMENT AND EMAIL TEMPLATE CUSTOMISATIONLearn More
SUPPORTING OVER 8,000 CLIENTS WORLDWIDE We help firms of all shapes and sizes achieve their goals. Check our clients inspiring success stories! Simple Fund 360 and CAS 360! > ”Simple Fund 360 has increased our efficiency and client> engagement!
>
> Ryan RichardsonTNM Consulting > ”I love CAS 360! It's easy to use and has an awesome customer> service.
>
> Lee DuffieldAll In Advisory > ”We're more efficient - it saves us time to focus on other> activities.
>
> Scott MurrayTester Porter Services SUPPORTING OVER 8,000 CLIENTS WORLDWIDE We help firms of all shapes and sizes achieve their goals. > ”Simple Fund 360 has increased our efficiency and client> engagement!
>
> Ryan RichardsonTNM Consulting > ”I love CAS 360! It's easy to use and awesome customer service.>
> Lee DuffieldAll In Advisory > ”We're more efficient - it saves us time to focus on other> activities.
>
> Scott MurrayTester Porter ServicesMORE THAN SOFTWARE
BGL has been delivering award-winning, user-friendly and innovative compliance software solutions for over 30 years. With BGL, you’re in safe hands! We’re here to help you thrive. Simple Fund 360 & CAS 360! SEE HOW BGL CAN HELP YOU GROW!Watch Demo!
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