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
Who should attend?
Trustees who use Simple Fund to manage their own self managed super fund.
Simple Fund Trustees Availability and Course Dates
| Adelaide |
26/05/2009 [10 places available]
|
| Melbourne |
10/02/2009 [10 places available]
07/04/2009 [10 places available]
02/06/2009 [10 places available]
|
| Sydney |
25/02/2009 [8 places available]
19/05/2009 [8 places available]
|
To register for any of the course dates listed below, please visit the
BGL Client Centre.
