27 episodes

The BGL podcast profiles clients, stories and the hardworking staff at BGL Corporate Solutions that are making your life easier every day.

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    • 5.0, 2 Ratings

The BGL podcast profiles clients, stories and the hardworking staff at BGL Corporate Solutions that are making your life easier every day.

    26. CAS360 and Simple Fund 360 February 2020 Product Update

    26. CAS360 and Simple Fund 360 February 2020 Product Update

    In this episode I am joined by Matt Crofts (Head of Simple Fund 360) and Adriana Cavallo (Head of Partnerships) to discuss

    - The BGL MasterClass series in March
    - BGL's ISO 27001 certification
    - Top 5 new features in CAS360 for February 2020
    - Top 5 new features in SimpleFund 360 February 2020

    Enjoy!

    • 28 min
    25. Molly Banister, Suite Files

    25. Molly Banister, Suite Files

    In this episode of the BGL Podcast, I was joined by Molly Banister
    (Twitter: ‪@MollyKBanister)

    Molly is the marketing manager at SuiteFiles

    Molly talks about her journey from wanting to be a lawyer, to working out that she loves helping people and finding a job she loved in marketing. 

    • 20 min
    24. Guy Pearson, Practice Ignition

    24. Guy Pearson, Practice Ignition

    Guy Pearson, Practice Ignition

    On day 2 of Xerocon I was joined by Guy Pearson, Guy is the CEO of Practice Ignition 

    Guy talks about how 2019 has been a transformational year in his life and what has changed for him. Guy also talks about his history in business and a huge amount of other points such as. 

    • 22 min
    23. Taryn Holman, Super AA

    23. Taryn Holman, Super AA

    On day 1 of Xerocon 2019 I was joined by Taryn Holman. Taryn is the National Sales & Marketing Manager for Super AA.  

    (twitter - @taryn_jadeh)

    Taryn has been at Super AA for the last 4 year and before joining Super AA Taryn run her own collection business 

    The interview has something for everyone with some great advice on how to set goals, and focus your attention on how to achieve the goals. 

    • 19 min
    22. Adriana, BGL Head of Partnerships

    22. Adriana, BGL Head of Partnerships

    On day 1 of Xerocon 2019 I was joined by the new Head of Partnerships at BGL - Adriana Cavallo. 
    (twitter - @adrianaccav)
    Adriana has been at BGL for a number of years, and has been in a number of roles including Support, Client Success, Product Management and now Head of Partnerships. 
    In the podcast Adriana talks about:
    Her favourite books Her favourite quote  Her love of Audible and AirPods  How embracing Keto has changed her life  The importance with relationships The lessons learned at university  Show links
    Man in the arena quote - http://www.worldfuturefund.org/Documents/maninarena.htm
    Audible - https://www.audible.com.au/
     

    • 22 min
    21. Shelley Banton, ASF Audits

    21. Shelley Banton, ASF Audits

    Jeevan Tokhi is joined by Shelley Banton, Head of Technical at ASF Audits.
    ASF Audits is a leading independent SMSF Auditor with a team of highly skilled and specialised SMSF auditors.
    ASF Audits has over 20 years’ experience working with large administrators, mid-tier to small accounting firms, and financial advisers.
    In recent weeks the ATO has sent a mail out to around 18,000 SMSFs and their auditors where the ATO believes the SMSF investment strategies may not meet the diversification requirements under the SIS Act.
    Jeevan and Shelley sit down and discuss what this means for SMSF Trustees and Auditors.
    Follow BGL on Twitter @BGLdot
    Disclaimer: The views, information and opinions expressed during “BGL Podcasts” are solely those of the individuals involved and do not necessarily reflect the official policy or position of BGL Corporate Solutions Pty Ltd and its employees.

    • 32 min

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