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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 this lesson, the Transfer Balance Dashboard will be outlined alongside the ATO's Events Based Reporting regime.

 

Lesson 6 - Deemed Segregation

Learn about the significant changes made to the ATO interpretation for calculating ECPI in the 2017/2018 Financial year.

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SF360TMTRUST:SF360 Training Manual Trustee Edition
SF360TMTRUST:SF360 Training Manual Trustee Edition
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To register for the Simple Fund 360 Classroom Training, click here.

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