User Security
- Can I change my login email?
- Can Multi-Factor Authentication (MFA) be set up using an email address to receive authentication codes?
- CAS 360 Security White Paper
- Firefox - Password is being inserted in Username field
- How to disable Multi-Factor Authentication once I have signed in.
- How to Set up MFA with Authentication App
Trust Management
- How to Add a Trust in CAS 360
- How to Restore a deleted Trust
- How to update trust details?
- Trust Events
- Trust Documents
- Add Trust Unitholders
MyBGL
- MyBGL Training
- MyBGL FAQ's
- MyBGL Roles & Permissions
- MyBGL Dashboard
- MyBGL Billing
- MyBGL Contact List
Integrations
Annual Review
- How to send the ASIC invoice in a separate email?
- Annual review fee and company deregistrations
- Annual Reviews: Mail or Electronic
- What is the difference between the Annual Company Statement, ASIC Annual Statement and ASIC Invoice?
- I have Deleted the Annual Review Documents
- A company added to CAS360 after the annual review date. How do we receive the annual review for the Company?
Company Changes
- Add a Beneficial Owner to an existing Share Transaction
- Change of name of an Ultimate Holding Company (Multiple Companies)
- Director ID FAQs
- How to change Document/Signing dates?
- How to update a shareholder/officer address wrongly recorded with ASIC for only one of the multiple companies the person is attached to?
- How to prepare Form 490?
Processing
- How do I combine Share/Unit Certificates for multiple share/unit transactions?
- Emailed Failed Status – Check the recipient’s address and resend
- Balance vs. Transaction Certificate Type
- Director ID: What you need to know
- Importing Company Data from ACRA (Importing Singapore Companies into CAS 360)
- We have clients who are not receiving the annual review email and documents via DocuSign.
Lodgement
- Important! Electronic Company Registrations (ECR) changes from 1 August 2021.
- Form 2601 - Notification of intention to give financial assistance
- DocuSign not working
- How to relodge a rejected Company Deregistration Form 6010
- How is the penalty amount calculated?
- How to Lodge Documents Prepared to ASIC
ASIC Forms & Company Documents
- How to Change the Lodgement Contact Name on ASIC Forms
- Use your Firm's address to send emails from CAS360: Change the no-reply@cas360.com.au address
- Export Document List
- Editable PDFs
- Trust Document Template Changes May 2020
- Representatives Requirements
Electronic Lodgement Validation Errors
- Lodgement Issue: Incorrect address lodged with ASIC when preparing a contact address change
- Lodgement Issue 06/12/2019 - 09/12/2019: A software issue has caused incorrect information to be lodged with ASIC
- Error message: ASIC Mail Returned
- I have lodged a 362 however lodging the RA71 and other ASIC forms are not working
- V508
- V507
Registered Agent Forms
- Changing the Registered Agent Name: RA01 - Notification to register, change details of or cease as an agent
- Form RA51 - Request reprint of registration certificate
- Form RA71 - Request Electronic Data Download
- Form RA67 - Request Company Debt Report
- Form RA63 - Request Debtors Ledger Report for a Specified Company
- Form RA61 - Request Review Date Report
Settings & Customisation
- Changing the Default Signatory for the Registered Agent
- How to change the colour of the 'Pay Now' or 'Review Documents' button.
- Updating user profile information
- SMS Templates
- How do I remove the shadow in the email templates?
- How to change the colour of the Email Templates
Reports
- Shareholder Report
- Register of Beneficiaries
- Register of Seal Entries Report
- Register of Substantial Shareholders
- Director ID Report
- Register of Auditors