𝐁𝐆𝐋 𝐒𝐢𝐦𝐩𝐥𝐞 𝐅𝐮𝐧𝐝 𝟑𝟔𝟎 & 𝐂𝐀𝐒𝟑𝟔𝟎

When BGL upgraded their desktop products to online web-based products, it was an easy decision for us to use them.  CAS360, their corporate affairs or company secretary system, links seamlessly with our database on Xero Practice Manager.  This allows us to only update client data once, and all systems are updated.  A bonus is when we update Xero Practice Manager, in CAS360 an alert appears advising us that a potential ASIC form needs to be lodged to update the company information change with ASIC.

For our Self Managed Superannuation Funds, we use BGL ‘s product Simple Fund 360.  This also links directly to Xero Practice Manager, which saves huge amounts of time avoiding double entry of information.  It also has a feature where clients can be invited to access the system so they can review their current superannuation funds performance.  It shows annual contributions and a check to ensure you don’t go over the thresholds. This system all has bank feeds, similar to Xero and QBO, it also has direct links to ASX to import dividend amounts and share pricing.

Both are great integrated systems and a key part of my business.  What’s your experience?