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Simple Fund 360 Professional Basics

May 30 @ 9:00 am - 1:00 pm

|Recurring Event (See all)

One event on May 30, 2019 at 9:00am

$385

All BGL Training Courses can be included in  your CPE hours with most  professional  bodies.

Price
$385.00 (1st participant)
$363.00 (additional participants)

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Details

Date:
May 30
Time:
9:00 am - 1:00 pm
Cost:
$385
Event Category:
Event Tags:
,
Website:
http://clients.bglcorp.com.au/training/

Organiser

BGL Corporate Solutions Pty Ltd
Phone:
1300 654 401
Email:
events@bglcorp.com.au
Website:
www.bglcorp.com

Other

Month
February, May
Location
Perth
Country
Australia
Simple Fund 360 Basics Course Topics:
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
Prerequisite:
New users to Simple Fund 360 who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance.

Venue

BGL (Perth) Training Centre
Suite 18A, 20 Terrace Road
Perth, WA 6004 Australia
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