Simple Fund Pensions
Half Day
- $308.00 (1st participant)
- $286.00 (additional participants)
Learning Outcome
To provide users with a more in depth knowledge of the many functions and reporting tools in Simple Fund, with a particular emphasis on setting up and operating pension funds.
Content
- Allocated, account-based and transition to retirement income streams
- Commencing superannuation income streams
- Applying actuary percentages
- Segregating assets to pension members
- Apportioning deductible / non-deductible expenses
- Reconciling exempt pension income
- Removing tax-effect accounting
- Moving balances to Unrestricted Non-Preserved
- Adding further contributions for pension members
- Converting allocated pensions to account-based pensions
- 1 July 2007 crystallisation of tax components
- Calculating minimum / maximum payments
- Recording pension payments
- Calculating Tax Free percentages
- PAYG summaries
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.
CPE Hours 4
Course Dates
July - December 2010
| Location | July | August | September | October | November | December |
| Adelaide | 17 | 12 | 30 | |||
| Brisbane | 3 | 7 | 19 | 23 | 7 | |
| Melbourne | 6 | 24 | 14 | 5 | 16 | 14 |
| Perth | 10 | 21 | 2 | 7 | ||
| Sydney | 20 | 31 | 28 | 9 | 14 |
