Simple Fund Refresher

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

This course provides experienced users with an opportunity to update their knowledge and skills of Simple Fund.

Content

• Simple Fund Administration and defaults
• Fund Setup
• GST Registered Fund
• ETP Rollin/ETP Lumpsum to transfer balances across members
• Commencing a part pension fund
• Posting Pension Journals using the Proportioning Rule
• Transaction Upload
• CGT Optimiser
• Members Allocation Worksheet
• Reconciling Members Profit and Tax Using Create Entries Report
• Reconciliation of tax return labels
• Editing, Customising and Creating Reports/Documents
• Tips/Shortcuts to maximize efficiency of Simple Fund
• Common Support Queries
• Using BGL Connect
• Integrating Simple Fund with Portal by BGL

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

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