Trustee (Web)

Price

  • $242.00

CPE Hours 3
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.


Learning Outcome

To provide trustees with an introduction to Simple Fund and a basic understanding of the accounting concepts that apply to superannuation funds.

Content

  • Setting up a new superannuation fund
  • Inputting opening balances
  • Debit and credit rules
  • Simple Fund transaction types
  • Investment purchases
  • Receipt of income
  • Dividend reinvestments
  • Term deposit investments
  • Accrued income
  • Expense payments
  • Tax payments
  • ETP rollins
  • Investment disposals
  • Preparing financial statements
  • Preparing income tax returns
  • Preparing investment reports
  • Backing up a fund

Web Training Dates

June - November 2012

 

Duration - 3 hours June July August September October November
Date 8 3     30
Time (AEST) 11 am 2 pm     2.30 pm

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