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Contact BGL

Phone - 1300 654 401

Address - PO Box 8063 Brighton East, Victoria, 3187

Type	Investment Superannuation
Updated	Daily
Supported Products	BGL 360 Simple Fund (SMSF) BGL Simple Invest 360 (Trusts, Individual, Companies)
Available Information	Investment Details: Unit Balance Transactional Data (including purchases, redemptions and distributions).

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Setup Datafeed in AdviserLogic

To commence a Datafeed from BGL, please follow these steps:

Navigate to Datafeeds and from the Datafeed Codes screen select Add.

Select BGL from the drop-down menu.

Enter your BGL Token number, or, to generate a BGL Token Select the Get Access Token button.

Stage 2

Activate Token in BGL

You will navigate to the BGL site to log in and activate the credentials. Enter your BGL Username and password.

You will be taken to an AdviserLogic BGL datafeed Authorise page where you can choose to allow AdviserLogic to retrieve data from your BGL account.

📌Note

The BGL Datafeed setup in AdviserLogic may show as Inactive. It will activate overnight and display as Active only when connected successfully.

⚠️Important⚠️

This Token expires Monthly and will need to be reactivated, it is a good idea to set a task to refresh the token to avoid Datafeed disruptions.

The token validity field will show you how many active days are remaining. Follow the previous steps to update the access code code

The datafeed should be live within 72 hours.

Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.

The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as AdviserLogic creates this after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.

Contact your CSM for more information on License Types.

General Information

What Information is Not Available?

Insurance Policy Information
Personal details beyond name and date of birth

Common BGL Issues

When non-indexed investments are received through the datafeed, they are categorised as custom products. The system automatically creates these custom products. However, sometimes the unit balance for these products is not entered, which can cause an inaccurate overall balance.

To avoid this issue, it is recommended to update the names and unit balances for all new clients. This will ensure that the overall balance reflects correctly.