Training

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

Training Centre Locations

Adelaide

Express Training Connections
Suite 504, Level 5, 38 Gawler Place
Adelaide SA 5000
Australia

Brisbane

Level 2
490 Upper Edward Street
Spring Hill QLD 4000
Australia

Melbourne

Suite 2
606-608 Hawthorn Road
Brighton East, VIC 3187
Australia

Perth

ATI-Mirage
Level 1, Cloisters, 863 Hay Street
Perth WA 6000
Australia

Sydney

Suite 603, Level 6
44 Miller Street
North Sydney NSW 2060
Australia

BGL Learning Channel

INDIVIDUAL COURSES

The BGL Learning Channel is an on-demand, self-paced training platform where BGL 360 users can complete short courses online. Choose from a variety of individual courses that suit your needs.

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ANNUAL SUBSCRIPTION

The BGL Learning Channel is an on-demand, self-paced training platform where BGL 360 users can complete short courses online. Please contact your BGL Account Manager on 1300 654 401 to discuss our annual subscription.

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BGL Learning Channel Login

The BGL Learning Channel is an on-demand, self-paced training platform where BGL 360 users can complete short courses online.

Simple Fund 360

PROFESSIONAL BASICS

Content
  • Migration from Simple Fund
  • Administration
  • Navigation and help
  • Invite user, user roles and passwords
  • Setting up your Bank Data Service
  • Setting up your Share Data Pack
  • Uploading a CSV file
  • Processing current year transactions
  • Transaction matching
  • Tax related transactions
  • Period compliance
  • Report packs
  • Customise a letter
  • Close financial year
  • Setting up a new SMSF using the fund’s financial statements
  • Creating a badge
  • Introduction to the Chart of Accounts
  • How to enter a Distribution Statement
  • How to record a Lump Sum Payment
Who should attend?
CPE Hours
New users to Simple Fund 360 who are
responsible for processing SMSFs. It is
assumed participants have an
understanding of SMSF compliance.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
2017
8.30am (4 hours)2018
9.00am (4 hours)

*Web Training times may vary

 

Nov Dec Jan Feb Mar Apr May Jun
Melbourne 15 13 15 15 12 10 14
Sydney 6 8 8 5 3 7
Brisbane 29 22 17
Perth 22 1 24
Adelaide 8 22
Web  15
Book Now

PROFESSIONAL ADVANCED

Content
  • Creating a badge
  • Quick fund setup
  • Recording a lump sum roll in
  • Setting up your Bank Data Service
  • Commencing a pension
  • Setting up your Share Data Pack
  • Property acquisitions
  • Setting up SBR Lodgement
  • Dividend/distributions reinvestment
  • Uploading a Bank Data
  • Transaction matching
  • Creating transaction matching rules
  • Recording personal and employer contributions
  • Reviewing automated and suggested matches
  • Recording tax related transactions
  • Processing Corporate Actions
  • End of year compliance
Who should attend?
CPE Hours
Users who have attended the
Simple Fund 360 Basics course or
who have 3 months experience
using Simple Fund 360.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
2017
1.30pm (4 hours)
2018
1.30pm (4 hours)

*Web Training times may vary

 

Nov Dec Jan Feb Mar Apr May Jun
Melbourne 15 13 15 15 12 10 14
Sydney 6 8 8 5 3 7
Brisbane 29 22 17
Perth 22 1 24
Adelaide 8 22
Web 18
Book Now

PROFESSIONAL PENSIONS

Content
  • Asset segregation
  • XML uploads
  • Contribution splitting
  • Depreciation
  • Foreign investment purchases
  • Super reform changes
  • CGT Relief
  • Report reconciliation
  • Transfer balance dashboard
  • Transfer balance account
Who should attend?
CPE Hours
Users who have attended the
Simple Fund 360 Advanced course.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
2018
9.00am (4 hours)

*Web Training times may vary

 

Nov Dec Jan Feb Mar Apr May Jun
Melbourne 16 16 13 11 15
Sydney 9 9 6 4 8
Brisbane 23 18
Perth 2 25
Adelaide 23
Book Now

How to register

You can register for upcoming Simple Fund 360
training courses via the BGL Client Centre.

Register Now

CAS 360

ESSENTIALS

Content
  • Migration from CAS Desktop
  • How to setup CAS 360 using the ASIC Portal
  • Navigation and help
  • Alerts and notifications
  • Annual reviews
  • Adding companies
  • Officeholder changes
  • Share allotments and transfers
  • Joint shareholders
  • Allot shares held in trust
  • Joint shareholders
  • Changing addresses for companies officeholders and members
  • Combine multiple company changes on a single ASIC form
  • Document tracking and lodgement
  • Settings
Who should attend?
CPE Hours
Users who are responsible for
processing changes to company
registers.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
2017
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp2018
$495.00 (1st participant)
$473.00 (additional participants)
2017
1.30pm (4 hours)
*Session times vary for Web courses

2018
9:00am (6 hours)
Nov Dec Jan Feb Mar Apr May Jun
Melbourne 14 12 14 14 11 9 13
Sydney 5 7 7 4 2 6
Brisbane 21 16
Perth 28 23
Adelaide 21
Book Now

How to register

You can register for upcoming CAS 360
training courses via the BGL Client Centre.

Register Now

Simple Fund Desktop

BASICS

Content
  • Setting up a new SMSF using the fund’s financial statements
  • Introduction to the Chart of Accounts
  • Processing transactions using the BGL Bank Data Service
  • Processing current year transactions using the transaction review screen
  • Investment disposals
  • Recording accrued income
  • Investment cost base adjustments
  • Investment property purchase
  • How to create year end entries
  • Preparing financial statements
  • Preparing the SMSF Annual Return
  • Preparing investment reports
  • Administration and maintenance
Who should attend?
CPE Hours
New users to Simple Fund who
are responsible for processing SMSFs.
It is assumed participants have an
understanding of SMSF compliance.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
8.30am (4 hours)


*Session times vary for Web courses

Nov Dec
Melbourne 11
Sydney 4
Brisbane
Web 29
Book Now

ADVANCED

Content
  • Customising the Chart of Accounts
  • Investment purchases
  • Cost base adjustments
  • Bonus shares
  • Return of capital
  • Dividend reinvestments
  • Investment disposals
  • Demergers
  • Non deductible expenses
  • Capital allowance deduction
  • Depreciation
  • Member contributions
  • Adding pension members
  • Segregating assets
  • Document tracking and management
  • Lump sum roll in
  • Lump sum payments
  • Administration settings
  • Customising text and reports
Who should attend?
CPE Hours
Users who have attended the
Simple Fund Basics course or
who have 3 months experience
using Simple Fund.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
1.30pm (4 hours)


*Session times vary for Web courses

Nov Dec
Melbourne 11
Sydney 4
Brisbane
Web 30
Book Now

PENSIONS

Content
  • Account based pension and transition to retirement
  • Commencing superannuation income streams
  • Actuarial certificate wizard
  • Transaction upload
  • Segregating assets to pension members using investment pools
  • Apportioning deductible/non deductible expenses
  • Reconciling exempt pension income
  • Tax effect accounting
  • Moving balances to unrestricted non preserved
  • Adding further contributions for pension members
  • Calculating min/max payments
  • Recording pension payments
  • Calculating tax free percentages
  • PAYG summary and other pension documents
  • Pension commutations
Who should attend?
CPE Hours
Simple Fund users who maintain pension
funds.  It is assumed that participants have
an understanding of SMSF compliance issues,
taxation issues and the relevant social security
requirements. BGL recommends users attend
the Simple Fund Basics and Advanced courses
prior to attending this course.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
8.30am (4 hours)


*Session times vary for Web courses

 

Nov Dec
Melbourne 12
Sydney 5
Brisbane
Book Now

How to register

You can register for upcoming Simple Fund Desktop
training courses via the BGL Client Centre.

Register Now

CAS Desktop

BASICS

Content
  • Adding companies
  • Appointing and resigning officeholders
  • Changing addresses for companies officeholders and members
  • Share allotments and transfers
  • Joint shareholders
  • Allot shares held in trust
  • Annual reviews
  • Reporting
Who should attend?
CPE Hours
Users who are responsible for
processing changes to company
registers.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
 Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
8.30am (4 hours)


*Session times vary for Web courses

Nov Dec
Melbourne 16 14
Sydney 7
Brisbane
Perth 23
Web 6
Book Now

ADVANCED 1

Content
  • Updating company data from an electronic data download
  • Prepare combined minutes
  • Multi company documents
  • How to reprint documents
  • Share restructuring
  • ASIC agent forms
  • How to use the Report editor
  • Notifying corrections to previously lodged documents
  • How to consolidate duplicate records
  • Document tracking
  • Task management
Who should attend?
CPE Hours
Users who have attended or
are able to make company
changes covered in CAS Basics.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
 1.30pm (4 hours)


*Session times vary for Web courses

Nov Dec
Melbourne 14
Sydney 7
Brisbane
Perth 23
Web 7
Book Now

ADVANCED 2

Content
  • Electronic Company Registrations
  • Dividend statements
  • Special purpose companies
  • Partly paid shares
  • Issuing options
  • Trusts
  • Ultimate holding companies
  • Company deregistration
  • Business names
  • Reporting
  • Document management
  • Advanced editing and freeform documents
Who should attend?
CPE Hours
Users who have attended or
are able to make company
changes covered in CAS Advanced 1.
All BGL Training Courses can
be included in your Continuing
Professional Education (CPE)
hours with most professional bodies.
Price
 Start time
$385.00 (1st participant)
$363.00 (additional participants)
*Web Training is priced at $198.00pp
1.30pm (4 hours)


*Session times vary for Web courses

 

Nov Dec
Melbourne 16
Sydney
Brisbane
Perth
Web 8
Book Now

How to register

You can register for upcoming CAS Desktop
training courses via the BGL Client Centre.

Register Now

Overview

SelfWealth is fully integrated with Simple Fund 360. Join SelfWealth for a 60 minute webinar to learn more about their social network of investors and how you can access Australia’s lowest cost Trading solution.

Learn More

SelfWealth

Learn more about SelfWealth
and what they can offer you.

Learn More

Overview

Each month the team of experts at Topdocs present a number of CPD accredited technical webinars, free of charge, on a range of practical topics relating to SMSFs, corporate and trustee structures, and estate planning.

Learn More

Topdocs

Learn more about Topdocs
and what they can offer you.

Learn More