Firm Management

Lodgement

• Please update lodging party from the Tax Compliance > Section K to correctly link fund to a lodging party
• How to add a firm/company with a director/individual as a lodging party
• How to change the tax agent in the tax return
• No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.
• BGL Auskey
• Adding an ABN to a Lodging Party Contact

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Contacts

• Delete a Contact
• Add Other Entity
• Add a Trust
• Add a Person
• Add a Company
• Contacts

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Users

• BGL Client Centre
• User Roles
• User Manager
• Role and Product Settings (New)
• Invitation Management
• Admin Users

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