Training

Gain greater value from your software
investment with BGL product training.

Do you need BGL product training?

All BGL Training Courses can be included in your Continuing Professional Education (CPE) hours with most professional bodies.

Professional Basics

Simple Fund 360

START TIME
9.00am (4 hours)

CONTENT:
- Administration, navigation and help
- Connected services setup
- Creating a badge
- Customising letters and documents
- Distribution statement input
- Financial statements and reports
- Lump sum payment recording
- Migration from Simple Fund Desktop
- Period compliance
- Processing transactions
- Setting up a new SMSF from the fund’s financial statements
- Tax related transactions
- Transaction matching
- Uploading a CSV file

Who should attend?
New users to Simple Fund 360 who are responsible for processing self-managed super funds (SMSFs)*

Professional Advanced

Simple Fund 360

START TIME
1.30pm (4 hours)

CONTENT:
- Actuarial certificate requests
- Bank Data Service setup
- Bank Data processing
- Contribution recording
- Corporate action processing
- Dividend/distribution reinvestments
- Lump sum rollin recording
- Pension setup
- Pension commutation processing
- Property acquisition
- Share Data Pack setup
- SMSF Annual Return preparation
- Transaction matching rules creation
- Tax related transactions
- Year-end procedures

Who should attend?
Users who have attended the Basics Course or who have 3 months experience using Simple Fund 360*

Professional Pensions

Simple Fund 360

START TIME
9.00am (4 hours)

CONTENT:
- CGT Reset processing
- Contribution splitting
- Depreciation
- Event-Based Reporting
- Foreign investment purchases
- Reconciling reports
- Segregation
- Super reform changes
- Transfer Balance dashboard
- Transfer Balance Account management
- Transfer Balance Account Report
- Transfer Balance Cap compliance
- TRIS to TRIS – Retirement Phaseconversion
- XML uploads

Who should attend?
Users who have attended the Basics Course or who have 3 months experience using Simple Fund 360*

Essentials

CAS 360

START TIME
9:00am (6 hours)

CONTENT:
- Addresses changes for companies, officers and members
- Annual Review processing
- ASIC Portal / CAS 360 setup
- Alerts and notifications
- Settings
- Company data input
- Deregistrations
- Digital Signing
- Document tracking and lodgement
- Incorporations
- Joint member setup
- Migrating from CAS Desktop
- Multiple company changes on a single ASIC form
- Navigation and help
- Officer changes
- Special purpose company processing
- Share allotments and transfers
- Shares held in trust allotment

Who should attend?
New users to CAS 360 who are responsible for processing changes to company registers

*It is assumed that Simple Fund 360 Training Course participants have an understanding of SMSF compliance.

Desktop Products

BGL runs web training for CAS Desktop and Simple Fund Desktop. Please follow the link to join our waiting list and be notified of our next available course dates.
$220.00 inc. GST per course.

JOIN WAIT LIST