JANUARY - JUNE 2016 · perth $381.15* 4 hrs 18 8 14 2 13 adelaide $381.15* 4 hrs 7 30 canberra $381.15* 4hrs 11 hobart $381.15* 4hrs 7 $ jan feb mar apr may jun melbourne $381.15*

TRAINING & EVENTS GUIDEJ A N U A R Y - J U N E 2 0 1 6

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About BGLBGL was established in 1983 as a consulting firm to assist accountants and small businesses to gain more value from their computer systems. In 1989, BGL expanded it’s traditional consultancy business by adding a software manufacturing division.

Over the ensuing period, BGL has grown to be one of the largest suppliers of compliance software for corporate secretarial and superannuation fund management in the world.

Today BGL boasts a client base of over 7,500 businesses in 15 countries including Australia’s largest accounting practices, law firms, financial planning and public company groups. BGL employs a team of over 100 people to handle software development, support, marketing, client services and administration.

Our PurposeBGL will deliver market leading software solutions in the superannuation, corporate compliance and accounting arena.

BGL will achieve this by being innovative, flexible and responsive to our business environment and the needs of our clients. By doing so, BGL will strengthen and further its market leadership in Australia and throughout the world.

Our highly skilled and dynamic team will strive to provide excellent customer service that is fostered by an energetic and responsive team environment.

Our MissionTo deliver the best compliance software for superannuation, corporate registry, accounting and investment management. To providequality software solutions and support service to all our clients.

TrainingBGL training courses are designed to provide you with a practical learning experience that ensures you and your business gain the greatest benefit from your software investment.

BGL Product Update SeminarsBGL holds Product Update Seminars twice each year where our product teams introduce the many new features and enhancements in the latest CAS, Simple Fund and Simple Fund 360 releases. The seminars will also update you on compliance and industry related matters that affect company and superannuation compliance.

BGL User GroupsBGL User Group meetings are a great opportunity for you to meet, discuss and network with other BGL clients. Run by BGL users, attendees determine the meeting agenda, elect a minute taker and chairperson. If you would like to host a BGL User Group meeting in your area, please contact us.

CPE Hours All BGL training courses can be included in the Continuing Professional Education (CPE) hours required to be completed each year by members of the professional accounting and financial planning bodies.

RegisterWeb: www.bglcorp.comEmail: [email protected]: 1300 654 401

“A person’s ability to learn, and translate that

learning into action rapidly, is your ultimate

competitive advantage.”

Australia & New ZealandSuite 2, 606-608 Hawthorn Road(PO Box 8063) Brighton East VIC 3187+61 (0)3 9530 60771300 654 401 [email protected]

SingaporeTong Building #07-03 302 Orchard Road Singapore 238862800 616 [email protected]

Hong KongLevel 2, Neich Tower 128 Gloucester RoadWanchai, Hong Kong800 933 [email protected]

J A C K W E L C H

http://www.bglcorp.com

http://www.bglcorp.com

http://www.bglcorp.com.sg

http://www.bglcorp.com.hk

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Welcome

Contact BGL

CAS

Simple Fund

Simple Fund 360

Training Centre Locations

Terms and Conditions

CONTENTS

4

CASBASICS CLASSROOM CPE HOURS 4

• Adding companies to CAS• Appointing and resigning officeholders• Changing addresses for companies

officeholders and members• Share allotments and transfers• Joint shareholders

• Shares held in trust• Annual reviews• Reporting• Using BGL Connect• Integrating CAS with Portal by BGL

Users who are responsible for processing changes to company registers.

S TART T I ME8.30 am

MELBOURNE $381.15* 4 HRS 28 18 24 21 26 30

SYDNEY $381.15* 4 HRS 21 25 7 12 9

BRISBANE $381.15* 4 HRS 4 3 14 19 23

PERTH $381.15* 4 HRS 21 11 17 5 16

ADELAIDE $381.15* 4 HRS 10 2

CANBERRA $381.15* 4HRS 14

HOBART $381.15* 4HRS 10

JAN FEB MAR APR MAY JUN

CONTENT W HO S HOULD ATTEND

*Additional participants charged at $358.05

$

ADVANCED 1 CLASSROOM CPE HOURS 4

• Updating company data from an electronic data download

• Combined minutes• Multi company documents• Reprinting documents• Share restructuring• ASIC agent forms• Report editor

• Notifying corrections to documents• Consolidating duplicate records• All documents and forms• Document tracking • Task management• Using BGL Connect• Integrating CAS with Portal by BGL

Users who have attended the CAS Basics course, or those able to make company changes covered in the CAS Basics course.

S TART T I ME1.30 pm

JUL AUG SEP OCT NOV DEC



MELBOURNE $381.15* 4 HRS 24 26

SYDNEY $381.15* 4 HRS 21 7 9

BRISBANE $381.15* 4 HRS 4 14 23

PERTH $381.15* 4 HRS 21 17 16

ADELAIDE $381.15* 4 HRS 10


HOBART $381.15* 4HRS 10

JAN FEB MAR APR MAY JUN$

5

CAS 360 will revolutionise the way you work - in fact, you will

wonder how you ever lived without it. With automated annual review

and document processing, automated lodgement, digital signing

and automated notifications, you will never miss another deadline.

COMIN G SO O N

ASIC CORPORATE COMPLIANCE IN THE CLOU D

www.cas360.com

From the Team with 25+ years exper ience in developing Austra l ia ’s leading corporate compl iance solut ion

KEEP AHEAD OF THE GAME

www.cas360.com

6

CASADVANCED 2 CLASSROOM CPE HOURS 4

• Electronic Company Registrations (ECR)• Dividend statements• Special purpose companies• Partly paid shares• Issuing options• Trusts• Ultimate holding companies• Company deregistration

• Business names• Reporting• Document management• Using BGL Connect• Integrating CAS with Portal by BGL• Advanced editing and

freeform documents

Users who have attended the CAS Advanced 1 course, or those capable of making basic changes in CAS. This course is not recommended for users with CASLite as the majority of functions are only available in full CAS or CASLite Plus.





MELBOURNE $381.15* 4 HRS 18 21 30

SYDNEY $381.15* 4 HRS 25 12

BRISBANE $381.15* 4 HRS 3 19

PERTH $381.15* 4 HRS 11 5

ADELAIDE $381.15* 4 HRS 2

CANBERRA (8.30AM) $381.15* 4HRS 15

HOBART (8:30AM) $381.15* 4HRS 11


6

ONLINE

INCORPORATING COMPANIES* FREE 30 MINS 12 18 11

EFFECTIVE COMPLIANCE CHANGES AND MANAGEMENT FREE 30 MINS 1 21 12

MULTI COMPANY DOCUMENTS AND COMBINED MINUTES FREE 30 MINS 5 8 14

COMPLETE DOCUMENT DELIVERY AND MANAGEMENT* FREE 30 MINS 15 20 22

JAN FEB MAR APR MAY JUN

*Requires the full CAS version

$

BGL TECHNICAL AND COMPLIANCE UPDATE DAYSADELAIDEWednesday 2 March 2016Adelaide Convention CentreNorth TerraceAdelaide SA 5000

PERTHThursday 3 March 2016Perth Convention & Exhibition Centre21 Mounts Bay RoadPerth WA 6000

BRISBANEWednesday 9 March 2016Brisbane Convention & Exhibition CentreCnr of Grey and Russell StreetsSouth Bank QLD 4101

MELBOURNEWednesday 16 March 2016Melbourne Convention Centre1 Convention Centre PlaceSouth Wharf VIC 3006

SESS I ON T I ME12:30PM TO 3:30PMPR ICE$275.00 1st participant$231.00 add. participants

SY DNEYTuesday 8 March 2016Dockside, Balcony LevelCockle Bay WharfSydney NSW 2000

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SIMPLE FUND DESKTOPBASICS CLASSROOM CPE HOURS 4

• Setting up a new SMSF using the fund’s financial statements

• Introduction to the chart of accounts• Processing transactions using

the BGL Bank Data Service• Processing current year transactions

using the transaction review screen• Investment disposals• Recording accrued income

• Investment cost base adjustments• Investment property purchase• How to create year end entries• Preparing financial statements• Preparing the SMSF Annual Return• Preparing investment reports• Administration and maintenance• Integrating Simple Fund

with Portal by BGL

New users to Simple Fund who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance.




ADVANCED CLASSROOM CPE HOURS 4

• Customising the chart of accounts• Investment purchases• Cost base adjustments• Bonus shares• Return of capital• Dividend reinvestments• Investment disposals• Demergers• Non deductible expenses• Capital allowance deduction• Depreciation

• Member contributions• Adding pension members• Segregating assets• Document tracking and management• Using BGL Connect• Integrating Simple Fund

with Portal by BGL• Lump sum rollins• Lump sum payments• Administration settings• Customising text and reports

Users who have attended the Simple Fund Basics course or who have 3 months experience using Simple Fund.




MELBOURNE $381.15* 4 HRS 27 15 21 18 23 27

SYDNEY $381.15* 4 HRS 18 22 4 9 6

BRISBANE $381.15* 4 HRS 1, 29 11 16 20

PERTH $381.15* 4 HRS 18 8 14 2 13

ADELAIDE $381.15* 4 HRS 7 30


HOBART $381.15* 4HRS 7


MELBOURNE $381.15* 4 HRS 27 15 21 18 23 27

SYDNEY $381.15* 4 HRS 18 22 4 9 6

BRISBANE $381.15* 4 HRS 1, 29 11 16 20

PERTH $381.15* 4 HRS 18 8 14 2 13

ADELAIDE $381.15* 4 HRS 7 30




SimpleFund 360

simplefund360.com.au

Australia’s next generation cloud SMSF administration solution

www.simplefund360.com.au

http://www.simplefund360.com.au

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SIMPLE FUND DESKTOP

PENSIONS CLASSROOM CPE HOURS 4

• Account based pension and transition to retirement

• Commencing superannuation income streams

• Actuarial certificate wizard • Transaction upload• Segregating assets to pension

members using investment pools• 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• Calculating min/max payments• Recording pension payments• Calculating tax free percentages• PAYG summary and other

pension documents• Pension commutations

Simple Fund users who maintain pension funds. It is assumed that participants have an understanding of SMSF compliance issues, taxation issues and the relevant social security requirements. BGL recommends users attend the Simple Fund Basics and Advanced courses prior to attending this course.




MELBOURNE $381.15* 4 HRS 28 16 22 19 24 28

SYDNEY $381.15* 4 HRS 19 23 5 10 7

BRISBANE $381.15* 4 HRS 2 1 12 17 21

PERTH $381.15* 4 HRS 19 9 15 3 14

ADELAIDE $381.15* 4 HRS 8 31




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SIMPLE FUND DESKTOP

ONLINE

BGL BANK DATA SERVICE FREE 30 MINS 1 2 6 3, 31 30

BGL CONTRACT NOTE SERVICE FREE 30 MINS 25 17 18 21 16 17

BGL REGISTRY DATA SERVICE FREE 30 MINS 22 30 17

AUDIT WORKPAPERS MODULE FREE 30 MINS 15 4 20

AUTOMATED PROCESSING MODULE FREE 30 MINS 3 1 1 4, 27 24

AUTOMATING ACTUARY CERTIFICATES FREE 30 MINS 12 3, 31 13 19 23

AUTOMATING YOUR MACQUARIE CMA UPLOAD FREE 30 MINS 2 17 14 6, 26 22

COMPLETE DOCUMENT DELIVERY AND MANAGEMENT FREE 30 MINS 4 25

TRANSACTION UPLOADS AND DATA IMPORT RULES FREE 30 MINS 14 11, 29 15 17 9

AUTOMATING YOUR DATA FEEDS FREE 30 MINS 14 11, 29 22 17 9

SIMPLE FUND AND BANKLINK FREE 1 HR 15 3

UPLOAD DATA FROM BT WRAP FREE 30 MINS 18 15

UPLOAD DATA FROM XERO FREE 30 MINS 6 10

UPLOAD DATA FROM XPLAN FREE 30 MINS 4 23

RP DATA PROPERTY VALUATIONS FREE 30 MINS 7 8







SESSI ON T I ME8:30AM TO 12:00PMP R ICE$275.00 1st participant$231.00 add. participants

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Many businesses are now providing fixed

priced SMSF services

62% of SMSF administrators use

data automation

DATA SERVICES

BANK

CLIENT BGL

ACCOUNTANT

BGL has a range of data services for both Simple Fund 360 and Simple Fund Desktop that will provide you with incredible efficiencies, save you heaps of time and money and help you comply with the law.

The SMSF industry is changing: Are you ready?

12

SIMPLE FUND 360PROFESSIONAL BASICS CLASSROOM CPE HOURS 4

• Migration from Simple Fund• Administration• Navigation and help • Invite user, user roles and passwords• Setting up your Bank Data Service• Setting up your Share Data Pack• Uploading a CSV file• Processing current year transactions• Transaction matching• Tax related transactions• Period compliance• Report packs

• Customise a letter• Close financial year• Setting up a new SMSF using the

fund’s financial statements• Creating a badge• Introduction to the chart of accounts• Dividend/distributions reinvestment• Processing a return of capital• Introduction to dashboards• Commencing a pension• Pension payments

New users to Simple Fund 360 who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance.



CONTENT


PROFESSIONAL ADVANCED CLASSROOM CPE HOURS 4

• Creating a badge• Quick fund setup• Recording a lump sum rollin• Setting up your Bank Data Service• Commencing a pension• Setting up your Share Data Pack• Property acquisitions• Setting up SBR Lodgement• Uploading a CSV file• Transaction matching

CONTENT


• Creating transaction matching rules• Recording personal and

employer contributions• Reviewing automated and

suggested matches• Recording tax related transactions• Processing Corporate Actions• Processing Pension Commutations• End of year compliance

Users who have attended the Simple Fund 360 Professional Basics course or who have 3 months experience using Simple Fund 360.

S TART T I ME1:30 pm

W HO S HOULD ATTEND

W HO S HOULD ATTEND

MELBOURNE $381.15* 4 HRS 29 17 23 20 25 29

SYDNEY $381.15* 4 HRS 20 24 6 11 8

BRISBANE $381.15* 4 HRS 3 2 13 18 22

PERTH $381.15* 4 HRS 20 10 16 4 15

ADELAIDE $381.15* 4 HRS 9 1





MELBOURNE $381.15* 4 HRS 29 17 23 20 25 29

SYDNEY $381.15* 4 HRS 20 24 6 11 8

BRISBANE $381.15* 4 HRS 3 2 13 18 22

PERTH $381.15* 4 HRS 20 10 16 4 15

ADELAIDE $381.15* 4 HRS 9 1




13

SIMPLE FUND 360TRUSTEE BASICS CLASSROOM CPE HOURS 4

• Setting up Simple Fund 360• Navigation and help • Introduction to SMSF processing• Migration from Simple Fund Desktop• Setting up your Bank Data Service• Setting up your Share Data Pack• Uploading a CSV file• Introduction to the Chart of Accounts

• Processing current year transactions• Transaction matching• Tax related transactions• The Create Entries process• Preparing financial reports• Preparing investment reports • Uploading documents• Period compliance


CONTENT*Additional participants charged at $358.05


MELBOURNE $381.15* 4 HRS 16 22 19 24 28

SYDNEY $381.15* 4 HRS 19 23 5 10 7

BRISBANE $381.15* 4 HRS 2 1 12 17 21

PERTH $381.15* 4 HRS 19 9 15 3 14

ADELAIDE $381.15* 4 HRS 8 31




13

14

SIMPLE FUND 360

ONLINE

UNIT 1 – MIGRATION FROM SIMPLE FUND DESKTOP FREE 30 MINS 2 15 11 9 1, 24

UNIT 2 – ADMINISTRATION FREE 30 MINS 4 16, 31 5 1, 23

UNIT 3 – AUTOMATED DATA FEEDS & TRANSACTION MATCHING FREE 30 MINS 11, 27 5, 16 2, 23 5 3, 19, 30 14, 29

UNIT 4 – PROCESSING TRANSACTIONS FREE 45 MINS 13, 28 9, 18 3, 22 5 4, 18, 30 16, 28

UNIT 5 – PENSIONS FREE 45 MINS 15, 29 9, 19 1, 24 7 5, 20, 31 15, 27

UNIT 6 – PERIOD COMPLIANCE & REPORTING FREE 30 MINS 4 15 1 6 2, 21

UNIT 7 – QUICK FUND SETUP ON SIMPLE FUND 360 FREE 30 MINS 3 16, 30 12 24 20

UNIT 8 – CONNECTED SERVICES FREE 45 MINS 12 17 8 9 2, 21

UNIT 9 – PREPARING AND LODGING THE SMSF ANNUAL RETURN FREE 30 MINS 10 10

TRUSTEE BASICS ONLINE $242.00 3HRS 10 19 16


14






SESS ION T I ME8:30AM TO 12:00PMPR ICE$275.00 1st participant$231.00 add. participants

15

TERMS & CONDITIONSTraining Venues*Course venues are advised on confirmation of registration. Details of all venues can befound on the BGL website at www.bglcorp.com. The number of participants will vary from stateto state. BGL reserves the right to alter dates, times and locations of courses as necessary. If yourequire clarification of our Terms and Conditions, or any further information, contact BGL.

PaymentAll course fees are inclusive of GST. The discounted rate applies only for participants attending the same course on the same day as the 1st participant.

Registration and payments for courses can be processed through the BGL Client Centre at clients.bglcorp.com.au. BGL requires full payment of course fees on registration. To ensure your place, BGL recommends you register early. Hands on Training Course fees include training materials and morning or afternoon tea. (See course outlines for course fees)

Course MaterialsYou will need to download and print the training manual prior to attending your training session. For details on how to download this document, check out your registration confirmation.

Cancelling / Transferring CourseYou can transfer between courses without charge, or cancel and receive a full refund as long as you advise BGL 7 working days before the scheduled course date. If you cancel or transfer your booking without providing 7 working days notice, the full fee will apply. However, an alternative candidate may be nominated in your place at no extra charge.

Minimum Number of AttendeesBGL reserves the right to cancel training courses where 5 participants have not registered. In the event a training course is cancelled, clients registered for the course will have the option to transfer to another course or receive a refund of course fees.

BGL TRAINING FACILITIESIf you require a computer training room, why not consider hiring the BGL Training Rooms? Located in Melbourne, Sydney, Brisbane and Perth, the training rooms contain 12 PCs, a printer, whiteboard, data projector, air conditioning, internet access, tea and coffee making facilities. Morning tea, lunch and afternoon tea catering can be organised.

Full day - $660.00 (inc GST)Half day - $440.00 (inc GST)

Expressions of InterestIf you would like BGL to provide hands on product training in your area, contact BGL.

On Site Hands On TrainingA BGL accredited trainer can visit your office and conduct the following courses on site:CAS Basics (4 hours)CAS Advanced 1 (4 hours)CAS Advanced 2 (4 hours)Simple Fund Basics (4 hours)Simple Fund Advanced (4 hours)Simple Fund Pensions (4 hours)Simple Fund 360 Professional (4 hours)Simple Fund 360 Advanced (4 hours)$253.00 per participant, per course (inc GST)A minimum of 5 participants per course is required.

On Site Update SeminarsHost your own CAS, Simple Fund or Simple Fund 360 half day update seminar for an unlimited number of attendees led by an accredited BGL trainer. The 3 hour presentation includes PDF seminar notes for all participants.

Half Day - $1,760.00 (inc GST)

On Site Training / Update SeminarsClients will be required to meet travel and accommodation costs for trainers. To make a booking or to obtain a copy of the BGL On Site Training Protocol, contact BGL.

AdelaideExpress Training ConnectionsSuite 504, Level 5, 38 Gawler PlaceAdelaide SA 5000

MelbourneBGL Corporate SolutionsSuite 2, 606-608 Hawthorn RoadBrighton East VIC 3187

PerthBGL Training CentreSuite 18A, Fortescue Centre, 20 Terrace RoadEast Perth WA 6004

Brisbane*BGL Training CentreLevel 2, 490 Upper Edward Street Spring Hill QLD 4000

SydneyBGL Training CentreSuite 603, Level 6, 44 Miller Street North Sydney NSW 2060

BGL TECHNICAL AND COMPLIANCE UPDATE

Register at clients.bglcorp.com.au

EARLY BIRD SPECIALRegister before 31 December 2015 to take advantage of our early bird special of $231.00 per participant (Promo Code: BGLUPS16).

ADELAIDEWednesday 2 March 2016

Convention CentreNorth Terrace

Adelaide SA 5000

PERTHThursday 3 March 2016

Convention Centre21 Mounts Bay Road

Perth WA 6000

SYDNEYTuesday 8 March 2016

Dockside, Balcony LevelCockle Bay Wharf,

Darling Park NSW 2000

BRISBANEWednesday 9 March 2016

Convention CentreCnr of Merivale and

Glenelg Streets South Bank,Brisbane QLD 4101

MELBOURNEWednesday 16 March 2016

Convention Centre1 Convention Centre Place

South Wharf VIC 3006

PRICE / TIME$275.00 (1st participant)

$231.00 (add. participants)

SF & SF360 - 08:30 to 12:00CAS - 12:30 to 15:30

http://clients.bglcorp.com.au

Documents

JANUARY - JUNE 2016 · perth $381.15* 4 hrs 18 8 14 2 13 adelaide $381.15* 4 hrs 7 30 canberra $381.15* 4hrs 11 hobart $381.15* 4hrs 7 $ jan feb mar apr may jun melbourne $381.15*