Simple Fund Advanced

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 Simple Fund.

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 deductions
  • Depriciation
  • Member contribution
  • ETP's
  • Adding pension members
  • Segregating assets
  • Editing text in Simple Fund
  • Report Editor
  • Document Tracking and Management
  • Using BGL Connect
  • Integrating Simple Fund with Portal by BGL

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     20    
Brisbane 28 25 30 27 24 22
Melbourne 21 18 16 14 10 15
Perth 28   2 13   2
Sydney 12 9 6 3 8
Ballarat          
Canberra   23      

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