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Welcome to Simple Fund 360.  

BGL assume you have some general knowledge of accounting for superannuation funds.

This Training Manual is divided into five lessons:

Lesson 1 - Segregation

This lesson will guide you through the process of setting up a Segregation Policy in Simple Fund 360.

Lesson 2 - 2017 Fund Administration

This section will cover the fund processing for the 2017 financial year. Learn how to create and use the BGL XML template, processing rights issue, takeovers, share consolidations, Contribution splitting and depreciation.

Lesson 3 - Super Reform

In this lesson, Super Reform measures will be introduced in regards to the application of CGT Relief and compliance with the $1.6 million Transfer Balance Cap. 

Lesson 4 - Reporting

Simple Fund 360 provides a selection of useful reports that can be exported to PDF, printed, or converted to an Excel spreadsheet file. This lesson will introduce a number of useful reports that can be added to your year-end report packs.

Lesson 5 - 2018 Fund Administration (Events Based Reporting)

In thislessonthe Transfer Balance Dashboard will be outlined alongside the ATO's Events Based Reporting regime.

 

© BGL Corporate Solutions Pty Ltd
This Training Manual has been prepared by BGL Corporate Solutions Pty Ltd for users of Simple Fund 360. Every effort has been made to ensure the accuracy and completeness of this Manual. However, the software author or supplier cannot be held liable for any errors or omissions, and this Manual should not be relied upon as a detailed specification of the system. In addition, the software author and supplier reserve the right to issue revisions, enhancements and improvements to the software at any time without notice.

This Manual forms part of the cloud software, which is subject to a Cloud Software Subscription Agreement. It, therefore, remains the property of the software author and supplier and is subject to copyright and trade secrets protection. It must not be copied, disposed of, distributed or otherwise be made available to any person, other than employees of the authorised Simple Fund 360 client, without the prior consent of the software author and supplier.

 

To register for the Simple Fund 360 Classroom Training, click here.