To provide users with a more in depth knowledge of the many functions and reporting tools in Simple Fund, concentrating on the process of setting up and operating pension funds.

• Allocated, account-based and transition to retirement income streams
• Commencing superannuation income streamss
• Applying actuary percentages
• Segregating assets to pension members
• Apportioning deductible / non-deductible expenses
• Reconciling exempt pension income
• Removing tax-effect accounting
• Moving balances to Unrestricted Non-Preserved
• Adding further contributions for pension members
• Converting allocated pensions to account-based pensions
• 1 July 2007 crystallisation of tax components
• Calculating minimum / maximum payments
• Recording pension payments
• Calculating Tax Free percentages
• PAYG summaries

Simple Fund users who maintain pension funds. It is assumed that participants have an understanding of self managed superannuation fund compliance issues, taxation issues and the relevant social security requirements. BGL recommends users attend the Simple Fund Introduction course prior to attending this course.

Adelaide	03/04/2009 [2 places available] 04/04/2009 [10 places available] 26/05/2009 [10 places available] 29/05/2009 [10 places available]
Albury	15/04/2009 [8 places available]
Brisbane	17/02/2009 [8 places available] 18/02/2009 [6 places available] 27/02/2009 [10 places available] 24/03/2009 [10 places available] 16/06/2009 [10 places available] 17/06/2009 [10 places available]
Canberra	21/04/2009 [10 places available]
Hobart	28/04/2009 [8 places available]
Melbourne	20/01/2009 [no places available] 21/01/2009 [5 places available] 10/02/2009 [10 places available] 13/02/2009 [9 places available] 11/03/2009 [10 places available] 07/04/2009 [10 places available] 19/05/2009 [10 places available] 20/05/2009 [10 places available] 02/06/2009 [10 places available] 05/06/2009 [10 places available] 30/06/2009 [10 places available]
Perth	24/02/2009 [4 places available] 25/02/2009 [10 places available] 31/03/2009 [10 places available] 03/04/2009 [10 places available] 09/06/2009 [10 places available] 10/06/2009 [10 places available]
Port Macquarie	02/04/2009 [8 places available]
Sydney	14/01/2009 [3 places available] 30/01/2009 [8 places available] 27/02/2009 [8 places available] 24/03/2009 [8 places available] 09/04/2009 [8 places available] 30/04/2009 [8 places available] 21/05/2009 [8 places available] 05/06/2009 [8 places available] 26/06/2009 [8 places available]

To register for any of the course dates listed below, please visit the BGL Client Centre.