Lunch and Learn (Web)

The Lunch and Learn Sessions are a series of one hour online training sessions that address common support queries. All attendees will receive comprehensive notes before each session commences.

CPE Hours 1 (per session)
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.

Topic

Effective Data Entry & Management

Price

• $66.00

Content

Web Training Dates

Topic

Reporting

Price

• $66.00

Content

Web Training Dates

Topic

Pensions Overview

Price

• $66.00

Content

• Commencing an Account Based Pension at the Start of a Financial Year
• Commencing an Account Based Pension Part Way through the Year - Part Pension, Part Accumulation Fund
• Income Stream Calculations
• Manual Pension Payment Journals
• Commencing a transition to retirement pension
• Making additional contributions
• Exempt current pension income - ungregated fund
• Exempt current pension income segregated fund

Web Training Dates

Topic

Common Support Queries

Price

• $66.00

Content

• Lodgement errors
• User already active
• Disposal errors
• Uploading ASX/UUT prices
• Posting pension journals using the proportioning rule
• Entering imputed credits, tax withholding and foreign credits
• Various other common support queries

Web Training Dates

For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.

*Only current BGL clients are eligible for these sessions