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BGL CAS 360

BGL CAS 360 is web-based software for company compliance professionals managing companies, trusts, and identity verification.

Place
#5 of 17
Score
6.1

What BGL CAS 360 is

BGL CAS 360 is web-based software for company compliance professionals managing companies, trusts, and identity verification. It automates ASIC annual-review tracking, document downloads, database comparison reviews, and delivery of annual statement packs. Daily Smart Alerts cover review dates, document deadlines, and company debt; SMS and email reminders can be sent with delivery status tracked in the system. Users can register companies with ASIC, reserve names, and monitor reservation expiry. Trust tools support distributions and preparation of distribution documents, minutes, statements, and reports. Teams can upload, lodge, edit, and filter documents across companies while viewing document history. Templates can carry a firm’s branding and use plain text, rich text, or HTML. BGL says its Roni assistant creates contextual email content, while integrated BGLiD provides instant client identity verification without setup. Data is encrypted and hosted in AWS Sydney with Tokyo backup for Australia and New Zealand data. The CAS 360 plan costs A$19 a year per company, excluding GST.

Good

  • Automates ASIC annual-review workflows
  • Smart Alerts and tracked reminders
  • Trust distribution and document tools
  • Branded document and email templates
  • Integrated instant identity verification

Watch out

  • Web-only platform
  • No free plan
  • ASIC lodging requires a valid EDGE ID and password
  • Listed price excludes GST and starts at 25 companies

Who it suits

It is intended for company compliance professionals handling ASIC work, trusts, documents, and identity checks. Firms needing multi-country coverage, governance documents, ownership structures, and filing-deadline tracking may suit it.

Verdict

CAS 360 brings company, trust, document, and identity-verification tasks into one web service. Its pricing structure and ASIC EDGE requirement are important considerations for compliance firms.

Plans and prices

From BGL CAS 360's own pricing page, checked 3 Oct 2026.

All about pricing
PlanPriceWhat it gives you
CAS 360A$19 a yearInitial minimum purchase of 25 companies · sold in lots of 5 thereafter · also available monthly · Per company, per annum; excl. GST

The facts

Each one read from BGL CAS 360's own pages, with the date it was checked.

What it does

AI email assistant
BGL says Roni can generate contextual, personalised email content based on the company and related transactions.checked 3 Oct 2026
Alerts and reminders
Daily Smart Alerts cover annual review dates, document deadlines and company debt, while reminders can be sent by SMS and email with delivery status tracked in CAS 360.checked 3 Oct 2026
Annual reviews
It automates ASIC annual review tracking, downloads, database comparison review and delivery of annual statement packs to clients.checked 3 Oct 2026
ASIC requirement
To lodge and receive documents from ASIC, CAS 360 requires a valid ASIC EDGE ID and password; EDGE is different from the ASIC Portal.checked 3 Oct 2026
Customisation
Documents and email templates can be customised with a firm’s logo and branding; supported email formats are plain text, rich text and HTML.checked 3 Oct 2026
Documents
Users can upload, lodge and edit documents, view document history, and filter documents across companies from a global screen.checked 3 Oct 2026
Identity verification
BGLiD is integrated with CAS 360 and supports client identity verification; BGL says results are instant and setup is not required.checked 3 Oct 2026
Integrations
The BGL Ecosystem lists CAS 360 partners including Cleardocs, SuiteFiles, MYOB, Xero, PleaseSign, DocuSign and FuseSign.checked 3 Oct 2026
Purpose
CAS 360 is company, trust and identity verification management software for company compliance professionals.checked 3 Oct 2026
Security and hosting
BGL says it encrypts data stored in its databases and documents stored in AWS S3; CAS 360 Australia and New Zealand data is hosted in AWS Sydney with Tokyo as the backup region.checked 3 Oct 2026
Security certification
BGL’s privacy statement says CAS 360 achieved ISO 27001 certification and that BGL implemented an Information Security Management System.checked 3 Oct 2026
Support and training
The subscription includes unlimited support events and Learning Channel access; BGL says it does not guarantee response times but endeavours to respond within 24 hours.checked 3 Oct 2026
Trusts
CAS 360 supports trust management and distributions, including preparation of distribution documents, minutes, statements and reports.checked 3 Oct 2026

The company

Company background
BGL states that it was founded in 1983 and that its office is in Brighton East, Melbourne, Victoria.checked 3 Oct 2026
Company registration
Users can register companies with ASIC, reserve company names and track reservation expiry dates in CAS 360.checked 3 Oct 2026
Founded
1983checked 28 Sep 2026
Headquarters
Canterbury, Victoria, Australiachecked 28 Sep 2026

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