Simple Fund Refresher

Half Day

• $308.00 (1st participant)
• $286.00 (additional participants)

Learning Outcome

This course provides experienced users with an opportunity to update their knowledge and skills of Simple Fund.

Content

•    Simple Fund Administration and defaults
•    Basic setup of a fund
•    GST Registered Fund
•    ETP Rollin/ETP Lumpsum to transfer balances across members
•    Commencing a part pension fund
•    Posting Pension Journals using the Proportioning Rule
•    Transaction Upload
•    CGT Optimiser
•    Members Allocation Worksheet
•    Reconciling Members Profit and Tax Using Create Entries Report
•    Reconciliation of tax return labels
•    Editing, Customising and Creating Reports/Documents
•    Tips/Shortcuts to maximize efficiency of Simple Fund
•    Common Support Queries

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