Trustee (Web)

Learning Outcome

To provide trustees with an introduction to Simple Fund and a basic understanding of the accounting concepts that apply to superannuation funds.

Price

  • $242.00

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

Web Training Dates
Date Time Duration
16th July 10am (AEST) 3hrs
13th August 10am (AEST) 3hrs
17th September 10am (AEST) 3hrs
15th October 11am (AEST) 3hrs