Simple Fund Pensions

Half Day

  • $341.00 (1st participant)
  • $319.00 (additional participants)

CPE Hours 4
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.

Learning Outcome

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

Content

  • Allocated, account-based and transition to retirement
  • Commencing superannuation income streams
  • Actuarial Certificate Wizard
  • Segregating assets to pension members using investment pools
  • 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
  • Calculating minimum / maximum payments
  • Recording pension payments
  • Calculating Tax Free percentages
  • PAYG summary and other pension documents

Training Materials

All attendees will receive comprehensive summarised notes of the training session and a USB with PDF copies of the latest training manual. Hard copies of the manual can be purchased from the Client Centre for $44 + $16.50 postage & handling. Alternatively, pdf copies of the manuals can be downloaded from the Client Centre prior to the training course.

Course Dates

January - June 2012

 

Location January February March April May June
Adelaide     14     5
Brisbane 31 28 27   1, 29 26
Melbourne 24 21 27 24 22 19
Perth 31   13 17 29  
Sydney 17 14 20 17 15 13
Albury     3  
Ballarat     5

For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.