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.

How to login

From the top right corner of your CAS 360
or Simple Fund 360, select the ‘App Switcher’
and click on the BGL Learning Channel.

Simple Fund 360

PROFESSIONAL BASICS

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?
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)
9.00am (4 hours)

 

Jul Aug Sep Oct Nov Dec
Melbourne 12 9 13 11 15 13
Sydney 5 2 6 4 8 6
Brisbane 23 22
Perth 30 29
Adelaide 19
Book Now

PROFESSIONAL ADVANCED

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?
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)
1.30pm (4 hours)

 

Jul Aug Sep Oct Nov Dec
Melbourne 12 9 13 11 15 13
Sydney 5 2 6 4 8 6
Brisbane 23 22
Perth 30 29
Adelaide 19
Book Now

PROFESSIONAL PENSIONS

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?
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)
9.00am (4 hours)

 

Jul Aug Sep Oct Nov Dec
Melbourne 13 10 14 12 16 14
Sydney 6 3 7 4 9 7
Brisbane 24 23
Perth 31 30
Adelaide 20
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
  • Addresses changes for companies, officers and members
  • Annual Review processing
  • ASIC Portal CAS 360 setup
  • CAS 360 alerts and notifications
  • CAS 360 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?
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
$495.00 (1st participant)
$473.00 (additional participants)
9:00am (6 hours)
Jul Aug Sep Oct Nov Dec
Melbourne 11 8 12 10 14 12
Sydney 4 1 5 3 7 5
Brisbane 22 21
Perth 29 28
Adelaide 18
Book Now

How to register

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

Register Now

CAS Desktop and Simple Fund Desktop

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

How to register

Join the wait list for CAS Desktop and Simple Fund
Desktop web training courses via the link below.

JOIN WAIT LIST

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