The New Member Dashboard is now released!
Combining the old Member List, Pension Dashboard, and Contribution Dashboard screens, everything you need to manage your member accounts is now visible in a single view. Benefits of this new all-in-one screen include:
- Review minimum pensions efficiently at the fund, member, and account level, making it simple to spot any issues before year-end.
- Beneficiaries are now shown per member instead of scattered across individual accounts, eliminating the need to dig through multiple accounts to see who's nominated.
- The cleaner, modern interface makes the information easier to view and understand.
Receive ATO Documents directly in BGL via the Lodgement Screen
Missing critical ATO correspondence? ATO Portal down?
Or are PAYG instalment notices creating compliance headaches and keeping your clients in the dark?
Simple Fund 360 and Simple Invest 360 now resolve this issue by securely connecting to the ATO and automatically downloading available correspondence and compliance documents directly into your BGL platform.
You’ll never miss key communications with over 40 documents available including activity statement notifications, lodgment alerts, and many more!
- For more information, see the ATO Documents article.
- Company Tax Return - Removed an ABN validation requirement for Shareholders
- Consolidated Reporting - Users can now save multiple versions of customised reports for the Statement of Financial Position, Operating Statement and Investment Report.
- Expiry Email Notification - Added credential expiry notifications for Macquarie Cash ESI, Macquarie Wrap ESI, and HUB24.
- LGT Wealth Management Limited - Updated name from LGT Crestone Wealth Management Limited to LGT Wealth Management Limited to align with current branding.
- Mason Steven - Enhanced transaction matching logic by increasing day tolerance between bank and investment transactions.
- Praemium - JBWere data is now available through the Praemium data feed.
- Property Dashboard - Improvements made to how GST is shown in the invoice and saved to the linked transaction to ensure it appears correctly in associated reports.
- Property Dashboard - Property Summary Report button will now show even before selecting an Entity.
- Reports- Binding death benefit nomination form updated to cater for tier 2 nominations
- Trust Tax Return - Updated the logic as to how Trustee details were populating in Section A Lodging Party Details.
- Documents - The maximum file size limit has been increased from 20MB to 30MB.
- Company Tax Return - Fixed an issue where un-marking an amended return as “Manually Lodged” would not be able to be lodged again after validation.
- Entity Transfers - Issue importing members and journals with nil balance
- Macquarie Cash - 30 June 2025 balances have been refreshed for accounts under BGL Bank Data Service and Adviser ESI to correctly reflect end-of-month interest payments. This update applies to accounts that had active authorisation during June and September 2025. For Workpapers, please refresh to display the updated balance.
- Reports - Annual Tax Statement very improvements to ensure accuracy.
- Transactions - Fixed an issue where users are incorrectly getting ‘getFundTags error' message when saving transactions.