Simple Fund Pensions
Half Day
- $341.00 (1st participant)
- $319.00 (additional participants)
CPE Hours 4
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.
Learning Outcome
To provide users with a more in depth knowledge of the many functions and reporting tools in Simple Fund, with a particular emphasis on setting up and operating pension funds.
Content
- Allocated, account-based and transition to retirement
- Commencing superannuation income streams
- Actuarial Certificate Wizard
- Segregating assets to pension members using investment pools
- Apportioning deductible / non-deductible expenses
- Reconciling exempt pension income
- Removing tax-effect accounting
- Moving balances to Unrestricted Non-Preserved
- Adding further contributions for pension members
- Converting allocated pensions to account-based pensions
- Calculating minimum / maximum payments
- Recording pension payments
- Calculating Tax Free percentages
- PAYG summary and other pension documents
Training Materials
All attendees will receive comprehensive summarised notes of the training session and a USB with PDF copies of the latest training manual. Hard copies of the manual can be purchased from the Client Centre for $44 + $16.50 postage & handling. Alternatively, pdf copies of the manuals can be downloaded from the Client Centre prior to the training course.
Course Dates
May - October 2012
| Location | May | June | July | August | September | October |
| Adelaide | 4 | 21 | 5 | |||
| Brisbane | 29 | 26 | 31 | 28 | 25 | 23 |
| Melbourne | 22 | 19 | 17 | 15 | 11 | 16 |
| Perth | 29 | 3 | 14 | 3 | ||
| Sydney | 15 | 13 | 10 | 7 | 4 | 9 |
| Ballarat | ||||||
| Canberra | 24 |
For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.
