Keep your team learning by taking a look at sf360s online manual. Simple fund 360 will download the custom letter templ. The bgl learning channel is free for the first 3 months of your subscription. The share data pack simple fund 360 knowledge centre. Other methods that are more suitable may be used instead of these steps. Distribution tax automation simple fund 360 bgl community. I have largely found simple fund relatively user friendly, and the corporate actions for listed securities work okay.
To speed up your login, please bookmark the following link and use it in your next login. This provides a shared, automated daily update of investment data, data entry and processing of transactions in simple fund 360. The bgl learning channel is a great free online resource for you and your team to stay uptodate with the latest bgl training materials, short courses, webinars and more. Bravura solutions develops bgl simple fund integration. Developer of australias leading smsf administration and. Bgl corporate solutions, maker of smsf accounting software simple fund and simple fund 360, has announced that actuarial certificates from act2 solutions are now available through the webbased simple fund 360 software. Every effort has been made to ensure the accuracy and completeness of this manual. Bgl learning channel bgl corporate solutions pty ltd.
You can get to this by navigating in bgl 360 to fund fund export export fund. Where renounceable rights are held by the fund, simple fund 360 can. This training manual has been prepared by bgl corporate solutions pty ltd for users of simple fund 360. Predictbgl app user manual 8nov19 page 7 user manual app 2. Bgl training smsf software simple fund 360 cas 360. Select this check box if the fund is an australian resident fund for income tax purposes.
Training options for bgl features simple fund 360 bgl. It gave me everything i needed and it wasnt hard to get the end result. Simple fund 360 can process the exercisingsalelapse of these rights when they occur. Manually revaluing security prices simple fund 360. Bgl has received approval from the ato for paper and electronic els lodgement of the 2010 forms and schedules. You can receive assistance from bgl using the following methods. Quickly find answers to some of the most commonly asked simple fund 360 questions. Use your bgl data to automatically populate your order to generate your smsf documents created by the specialist team at smarter smsf. Lesson 2 setting up a new fund this section will take you step by step through the process of setting up the bgl training fund in. For more information on the system start date, please refer to the following article system start date. Bgl investment news and communications sign up bgl. Referring to the balance sheet above, there is income tax payable and a provision for deferred income tax. Renounceable rights issue exercisedlapsed simple fund.
Benjamin ashby senior fund accountant equipsuper linkedin. This training manual will provide you with a detailed knowledge of the various screens, functions and reporting tools available in simple fund specifically for pension members. Nov 07, 2019 i am happy to give you a few hour training session at our office to get you going, it depends on where you are based i am in melbourne. Ability to conduct online seminars and webinars to provide training on the various aspects of smsf funds and auditing. System can fetch smsf data of clients from bgl 360, bgl simple fund desktop and trustdeed website, eliminating the need for manual data entry. All bgl help resources, including help files, training manuals, knowledge base articles and release history are online on bgl wiki help files within simple fund can be accessed from any screen by clicking on. Web, email, voice, or live chat weve got you covered. For more information on adding tax agents and lodgement in simple fund, refer to appendix g of the simple fund basics training manual. Bgl cloud users can quickly and easily access the bgl learning channel from within their cas 360 or simple fund 360 software using the app switcher. Weve built a really smart interface to enable you to connect with bgl s simple fund 360 and cas 360 that will keep you connected so that you can generate fund documents as and when you need for your clients. By partnering with bgl corporate solutions, accountants and advisers now have access to two way data feeds from bt panorama to bgl s simple fund 360. Welcome to the simple fund pensions training manual. Smsf software simple fund 360 bgl corporate solutions pty ltd.
We are always looking for new ways to help our clients make the shift from annual processing to more regular processing. You will likely see the funds in your bank account by the morning of business day 4. Sf360 training manual advanced edition bgl corporate solutions pty ltd 2016 page 3 welcome to the simple fund 360 advanced training. We now have at our fingertips a technology platform which is. Attach source document pdf transactions and upload them into simple fund 360 if you have not already subscribed to this service, please contact bgl sales on 0 654 401 for more information. The result is consistency, quality, efficiency, and proven time savings. Limited recourse borrowing arrangements lrba simple fund. Dec 12, 2019 the bgl system does not automatically upload the market value of one of our investments on a german stock exchange roche holdings rho. A training proposal is essential to be created as it can easily identify the training activities and processes that can answer the needs and demands of the operations plan. This training manual is designed to prepare trainers who already have skills as reproductive health. Bgl wiki access bgl wiki for knowledge base articles, training manuals, help files and user group minutes software downloads all the latest bgl product and documentation updates can be downloaded from here.
I am an accountant that has been using bgl s simple fund software for years now. This was the number one feature requested by clients, bgl. Using practical examples, the manual details the process of setting up and operating pension member accounts within simple fund. Bgl integrates with leading practice management applications to automate your workload with cas 360 and simple fund 360. It appears that act2 is the first actuarial certificate provider to be integrated with simple fund 360. If you dont know your bgl client centre login, please contact bgl on 0 654. Join cointree exchange and bgl for a free live webinar to discover h. Mae cabaling virtual accountant pacific accounting. The bgl learning channel is an ondemand, selfpaced training platform where simple fund 360 users can complete courses online. Sessions in this training of trainers tot module include discussions, identification of trainers own learning style, training exercises, conducting training needs assessments, developing action plans, developing visual aids, and training practice sessions which are videotaped and critiqued.
I moved on to a private, for profit business with multiple legal entities which had to be broken down into select cost centers, and again, i found fund ez to be the perfect solution. Software means cas 360, simple fund 360 and simple ledger 360. Users must use strong passwords, bgl will prompt users on passwords that are considered to be unsafe. Ondemand training courses and webinars to help you get the most from class. Website means any internet site running the software. Simple fund 360 allows you to easily add your own letters and minutes. Subscription fee means the monthly or annual fee excluding taxes and duties payable by you in accordance with the price list as set out on our website which bgl may change from time to time. Looking for 1 on 1 help with bgl for trustee user simple. From the main toolbar, select home then click entity setup. However, the software author or supplier cannot be held liable for any errors or omissions, and. Some of the topics covered in this course are simple fund administration and. The following is designed to act as a guide for simple fund 360 users.
Sync your simple fund 360 and xero practice manager contacts and receive real time alerts from simple fund 360 into your xero hq activity dashboard. This article will provide you guidance on how to successfully transition your funds onto class from bgl desktop in order for the class transitions tool ctt to work, you will need to download the ctt to the computer where the bgl application is installed, or where you have network access to the bgl simplefund data files. On the fund data input tab, in the fund group, click fund selection. I have watched the video on how the process works and i get most aspects of it. Bgl updated its simple fund 360 software with an automated fund transfer feature, allowing funds to be transferred between the softwares clients. Free simple fund module training webinars you should not miss. Bgl wiki can be accessed from cas by clicking on from quick access toolbar. This new course is designed to provide experienced simple fund users with an opportunity to update their simple fund knowledge and skills. Bgl said that its update would save manual processing of fund transfers. Smartdocs and will help you to eliminate hours of manual data entry by instantly converting your capital gains report pdfs with multiple pages into usable digital data. Funds are released from the processor later in the day on business day 3, but many banks will post the deposit in your bank account after midnight, reflecting the date as business day 4. Bgl s ai assistant is the latest simple fund 360 deep learning tool developed to assist you in confirming transaction coding accuracy.
If simple fund 360 is not using the custom price to revalue the security, you will need to check the revaluation order under settings badge. If you are using another smsf administration package, our dedicated team can convert your data to simple fund 360. Bgl wiki can be accessed from simple fund by clicking on from help and web access help. Your document can then be automatically loaded into your bgl software, along with certain actions updating your simple fund 360 or cas 360 software. Bgl ai assistant part 2 smart transaction matching. Engage with bgl support whenever, wherever and however you like. Before logging a support call it is important that you download and install the latest update. Simple fund 360 professional bgl corporate solutions. Record the fund details above when creating the fund in the quick fund setup screen.
Bgl group cloud products software subscription agreement. This training manual has been prepared by bgl corporate solutions pty ltd for users of simple fund. Renounceable rights issue exercisedlapsed simple fund 360. Available courses delivered online simple fund 360 professional level 1. Having a request can influence the decision of the administration to whether. Refer to how to customise managed fund unit trust and share prices for more information. A training manual for professionals and capitalraising executives wiley finance editions wilson isbn. Simple fund 360 search simple fund 360 knowledge centre. Simple fund 360 will download the custom letter template. Rest is an architectural style consisting of a coordinated set of architectural constraints applied to components, connectors, and data elements, within a distributed hypermedia system. It assumes you have some knowledge of windows and accounting for superannuation funds. All bgl help resources, including help files, training manuals, knowledge base articles and release history are online on bgl wiki.
I have received the tax statement for one of the managed funds magellan high conviction fund. According to bgl it added 82,697 smsfs to simple fund 360 in 201718, taking the total on the cloud software to 159,767. Clients win in simple fund update financial standard. Bgl now has a new and improved smart knowledge base. Funds for this advanced training of trainers curriculum were provided by the reproductive health projects. If you purchased and set up the contract notes services in simple fund, your set up and subscription will be migrated across to sf360 along with your funds. Bt financial group expands smsf capability financial. All bgl help resources, including help files, training manuals, knowledge base articles and release history are online on bgl wiki help files within simple ledger can be accessed from any screen by clicking. The training kit of the bgl includes, in one case, several pieces for assembling and disassembling sleeves and bearings. Create a new report pack in bgl 360 and call it fund specific reports pdf. This task steps you through importing the bgl training fund using the simple fund data inout process.
Simple fund 360 advanced bgl corporate solutions pty ltd. Lesson 1 simple fund help and training resources simple fund help and training resources section provides an overview of simple fund and will explain how to get the most out of the software and documentation. For more information and instructions on creating accounts, refer to lesson 3 of simple ledger training manual. A training proposal is an important document that the management can thoroughly look into. Security enhancement for user accounts has been implemented. This makes it possible to perform practical experiments of assembly and disassembly of adapter sleeves and withdrawal sleeves on selfaligning ball bearings and spherical roller bearings with tapered bore. To date the bookkeeping and financial management manual was implemented in liberia as part of a pilot program. Add the below reports to the newly created report pack pdf format. Plus, all bgl training courses can be included in your continuing professional education cpe hours with most professional bodies.
Simple fund 360 fundamentals live webinar recording bgl. For more information on the chart of accounts, refer to the help file on simple ledger chart of accounts on bgl wiki. This training manual will help load a new superannuation fund, process current year transactions and prepare yearend financial statements. Transfer balance account report tbar overview simple fund 360 fully supports the. This is a must attend event for all cas 360 and simple fund 360 users wanting to.
These accounts are already established in the global chart of accounts and do not need to be created. Bgl wiki can be accessed from simple ledger by clicking on from help and web access web access. A total of 50 beneficiaries from the cff and cfdc from all 15 counties in liberia attended the trainings in these two locations. This guarantee does not apply to late lodgement penalties or where the. From the securities screen, search for the security by code or name. Registrations for the bgl masterclass 2021 are now open. Training guide january june 2018 check out cas 360 bgl events. To complete the setup for the bgl training fund, the liabilities of the smsf need to be entered.
Developer of australias leading smsf administration and asic. Bgl hasnt forgotten about simple fund desktop users. Jul 17, 2020 this is the first financial year i am using bgl simple fund. Bgl announces integration with practice management.
Manual processing is now replaced with seamless automation and integration via class and bgl simple fund 360 apis. Search help files and training manuals users can now directly search the online help through the 360 search. The system was already in place and i found the use of it to be very simple and direct. On the ledger data input tab, in the processing group, click transactions. Bgl will be conducting a new simple fund refresher course in from november 2009. Tbar events history please use manual data collection form for smsf. With over 30 years of trust in the accounting and compliance software space, bgl delivers awardwinning cloudbased corporate compliance and smsf administration software solutions to over 8,000. Bgl free simple fund module training webinars you should. It is not designed to be accounting or tax advice and should not be taken as a strict guideline. Feb 10, 2014 example of upgrading licence from 25 to funds. Once you have progressed through the fundamentals, complete the simple fund 360 advanced course to learn how to gain better efficiencies in processing more complicated tasks such as corporate actions and pensions. New features february 2019 release 21022019 simple. At bgl we have a unique integrated customer support system to make your experience with us seamless, personal and. Bgl assume you have some general knowledge of accounting for superannuation funds.
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