Wraps and Platforms – Betashareswrap and platform feed is now supported, delivering daily bank transactions, investment movements, income, and current balances.
BGL Assistant – The BGL Assistant is being enhanced with more entity-specific insights, including investment returns and balance reviews.
New Features
Enhancements
BGL Open Banking Expiry Email Reminders- Simpler email reminders. Authorised contacts now show by default in your recipient list to prevent mix-ups and duplicates.
BGLiD - A new compliance tab has been added to the Contacts Screen to show Identity Verification results, related verification report and a notes section.
Division 7A - In this update, we have added improvements allowing for manual repayments on the 1st of July, settings to Calculate Interest only after the lodgment date and a minimum repayment required from year 2.
Fund Transfer- For any new fund transfers that are processed, the transferee can now reverse entries created by the transferor.
Fund Transfer- Property information with its attached documents will now be included in fund transfers.
Invoices- A global view has been added to be able to see all invoices issued in the firm.
Macquarie Bank Statements Import - Macquarie Bank June 2025 statements are now available in the Documents screen for accounts connected via the BGL Bank Data Service.
Property Dashboard - We have added a notification for clients to add units to zero-unit properties.
Smart Reports - We have improved ‘Reporting Period’ options to make it clearer which preset options relate to Ledger Periods and which relate to Calendar Periods.
Tax Return - Trust and Company tax returns will now be generated as non-editable files.
Tax Return - Added option to “Mark as lodged” for Trusts, Companies and FTE.
Consolidated Reporting - fixed an issue where the PDF was not displaying the chart correctly when generated through Firefox browser.
Consolidated Reporting - fixed an issue where custom headings/subheadings were causing some values to switch positive/negative.
Reports - fixed a rounding issue with the Operating Statement (Simple Invest 360 only)
Statement of Taxable Income - fixed an issue with how SOTI was calculating profit for companies
Tax return - fixed an issue where ‘Other Deductions’ was not flowing through to the Trust Tax return as expected.
Wrap Statement Extractor - fixed an issue where the “post” button was inactive if there was no linked 23900 account.
