Product Training

Conducted by qualified and experienced trainers, BGL product training courses are a great opportunity to develop your skills in an online training environment. Plus, all BGL Training Courses can be included in your Continuing Professional Education (CPE) hours with most professional bodies.

Available Courses – Delivered Online

Simple Fund 360 Professional - Level 1

For new users who are responsible for processing self-managed super funds

  • Administration, navigation and help
  • Creating a badge
  • Setting up a new SMSF from the fund’s financial statements
  • Connected services setup
  • Fast data entry
  • Smart Matching
  • Customising letters and documents
  • Distribution Tax Automation
  • Prepare financial statements and reports
  • Lump sum payment recording
  • Period compliance
  • Tax related transactions

Available Dates:

Date Time
21/09/21 1:00-3:30pm

Simple Fund 360 Professional - Level 2

For users who have attended the Level 1 course or have 3 months experience using Simple Fund 360

  • Actuarial certificate requests
  • SuperStream registration
  • Bank Data Service setup
  • Contribution recording
  • Dividend/distribution re-investments
  • Lump Sum rollin recording
  • Smart matching
  • Depreciation Schedule & Workpapers
  • Pension commencement
  • Pension reset
  • Process a commutation
  • Property acquisition
  • Share Data Pack setup
  • SMSF Annual Return preparation
  • Tax adjustments
  • Year-end procedures

Available Dates:

Date Time
22/09/21 1:00-3:30pm

Simple Fund 360 Professional - Level 3

For users who have attended the Level 1 & 2 courses or have 6 months experience using Simple Fund 360

  • Segregation
  • Registry Data Service
  • Contribution splitting
  • Reconciling reports
  • Event-Based Reporting
  • Foreign investment purchases
  • Corporate Action Dashboard & BGL Smart Docs
  • Transfer Balance Dashboard
  • Transfer Balance Account Management
  • Transfer Balance Account Report (TBAR)
  • Transfer Balance Cap compliance
  • Deemed segregation

Available Dates:

Date Time
23/09/21 1:00-3:30pm

CAS 360 - Level 1

For new users who are responsible for managing corporate affairs and processing Annual Reviews

  • How to get starting using CAS 360
  • Tips and Tricks
  • CAS 360 Alerts
  • Annual Reviews
  • Trust Management
  • Reporting
  • CAS 360 Settings

Available Dates:

Date Time
15/09/21 1:00-3:00pm

CAS 360 - Level 2

For users who are responsible for processing changes to company registers or have attended the Level 1 course

  • Officer Changes
  • Member Changes
  • Multi-Company Changes
  • Combined Company Changes
  • Documents and Lodgements
  • Reprinting Documents
  • Special Purpose Companies
  • Deregistrations
  • CAS 360 Settings

Available Dates:

Date Time
16/09/21 1:00-3:00pm
Register via MyBGL

Course Fees: $199.00 + GST per person

Payment is required for confirmation of your registration. Training webinars are not recorded. The BGL Learning Channel and Software training manuals are available for those who want a self-paced training program. For full terms and conditions please click here.