Transcription of Simple Fund 360 Advanced - BGL Corporate Solutions Pty Ltd
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Simple Fund 360 Advanced - BGL Corporate Solutions Pty Ltd
Simple fund 360 AdvancedTraining ManualSF360 Training Manual Advanced EditionPage 2 BGL Corporate Solutions Pty Ltd 2016 Table of ContentsLesson 1 - Setup _____ 5 Task Create a Badge _____ 6 Task Quick fund Setup _____ 11 Task fund Details and fund Relationships _____ 14 Task Add fund Members _____ 22 Task Setup Connected Services _____ 30 Task Register for SuperStream _____ 36 Lesson 2 - Lump Sum Rollin _____ 39 Task Record a Lump Sum Rollin _____ 40 Lesson 3 - Pensions _____ 44 Task Review Compliance Requirements Before Pension Commencement _____ 45 Task Commence a Pension _____ 47 Lesson 4 - Property Acquisition _____ 49 Task Set Up the Property in the Chart of Accounts _____ 50 Task Record the Investment Property Purchase _____ 54 Lesson 5 - SMSF Processing _____ 58 Task Record the Interest expense for the LRBA _____ 59 Task Contract Note Service Request _____ 62 Task Transaction Matching and Automation _____ 64 Lesson 6 - Corporate Actions _____ 77 Task Changing the ASX Code _____ 78 Task Wesfarmers Capital Management Initiative 2014 _____ 80 Task Demerger of South32 by BHP Billiton _____ 84 Lesson 7 - Pension Reset _____ 86 Task Process a commutation and commence a new pension _____ 87 Lesson 8 - Compliance _____ 91 Task Request an Actuarial Certificate _____ 92 Task Input Tax Adjustments _____ 99 Task Create Entries _____ 101 Task Prepare Report Packs _____ 103 Appendices _____ 108 S
Leave this as 15% for a Non-Complying SMSF switch the fund tax rate to 45%. Default Financial Year Input the default financial year as 01/07/2014 - 30/06/2015. Set the Revaluation Order for Managed Funds, Unit Trusts, and Shares in Listed Companies. The Badge applied to a fund will determine which price is used when investment revaluations are
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