JU LY-DECEMBER 2016files.bglcorp.com.au/faqdocs/BGL-Training-Guide-Jul-Dec... · 2016-06-14 · services and administration. Our Purpose ... PERTH $381.15* 4 HRS 14 25 22 3 ADELAIDE

JULY-DECEMBER 2016

2

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 its 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 360, 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

2

2

5

8

11

14

14

Welcome

Contact BGL

CAS

Simple Fund

Simple Fund 360

Training Centre Locations

Terms and Conditions

CONTENTS

4

Cloud corporate compliance

INTEGRATE CONNECT PREPARE DELIVER

Register your interest atwww.cas360.com

5

BASICS 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 1, 29 27 24 15

SYDNEY $381.15* 4 HRS 7 11 8 7 10 8

BRISBANE $381.15* 4 HRS 21 18 15 13 1

PERTH $381.15* 4 HRS 14 25 22 3

ADELAIDE $381.15* 4 HRS 4 17

JUL AUG SEP OCT NOV DEC

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




MELBOURNE $381.15* 4 HRS 28 29 24

SYDNEY $381.15* 4 HRS 11 7 8

BRISBANE $381.15* 4 HRS 18 13

PERTH $381.15* 4 HRS 25 3

ADELAIDE $381.15* 4 HRS 4

JUL AUG SEP OCT NOV DEC$

6

ADVANCED 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 1 27 15

SYDNEY $381.15* 4 HRS 7 8 10

BRISBANE $381.15* 4 HRS 21 15 1

PERTH $381.15* 4 HRS 14 22

ADELAIDE $381.15* 4 HRS 17


6

ONLINE

INCORPORATING COMPANIES* FREE 30 MINS 4 7 3

EFFECTIVE COMPLIANCE CHANGES AND MANAGEMENT FREE 30 MINS 8 15 15

MULTI COMPANY DOCUMENTS AND COMBINED MINUTES FREE 30 MINS 25 27 5

COMPLETE DOCUMENT DELIVERY AND MANAGEMENT* FREE 30 MINS 22 31 1


*Requires the full CAS version

$

Australia’s leading cloud based SMSF admin solution

AUTOMATE CONTROL MONITOR REPORT

SimpleFund 360

Get your free trial today!www.simplefund360.com.au

8

BASICS 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 25 29 26 24 21 12

SYDNEY $381.15* 4 HRS 4 8 5 4 7 5

BRISBANE $381.15* 4 HRS 18 15 12 10 28

PERTH $381.15* 4 HRS 11 22 19 31

ADELAIDE $381.15* 4 HRS 1 14


MELBOURNE $381.15* 4 HRS 25 29 26 24 21 12

SYDNEY $381.15* 4 HRS 4 8 5 4 7 5

BRISBANE $381.15* 4 HRS 18 15 12 10 28

PERTH $381.15* 4 HRS 11 22 19 31

ADELAIDE $381.15* 4 HRS 1 14


9

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 26 30 27 25 22 13

SYDNEY $381.15* 4 HRS 5 9 6 5 8 6

BRISBANE $381.15* 4 HRS 19 16 13 11 29

PERTH $381.15* 4 HRS 12 23 20 1

ADELAIDE $381.15* 4 HRS 2 15


ONLINE

BGL BANK DATA SERVICE FREE 30 MINS 27 23 22 24 14 15

BGL CONTRACT NOTE SERVICE FREE 30 MINS 21 24 22 14 11 1

BGL REGISTRY DATA SERVICE FREE 30 MINS 6 1 2

AUDIT WORKPAPERS MODULE FREE 30 MINS 4 2 4

AUTOMATED PROCESSING MODULE FREE 30 MINS 18 17 20 14 21 16

AUTOMATING ACTUARY CERTIFICATES FREE 30 MINS 14 15 16 25 17 9

AUTOMATING YOUR MACQUARIE CMA UPLOAD FREE 30 MINS 19 18 20 26 16 8

COMPLETE DOCUMENT DELIVERY AND MANAGEMENT FREE 30 MINS 5 2

TRANSACTION UPLOADS AND DATA IMPORT RULES FREE 30 MINS 7 8 5 12 8 6

AUTOMATING YOUR DATA FEEDS FREE 30 MINS 7 9 6 13 9 7

UPLOAD DATA FROM BT WRAP FREE 30 MINS 25 31

UPLOAD DATA FROM XERO FREE 30 MINS 4 28

UPLOAD DATA FROM XPLAN FREE 30 MINS 2 30

RP DATA PROPERTY VALUATIONS FREE 30 MINS 21 7


1010

11

PROFESSIONAL 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 27 31 28 26 23 14

SYDNEY $381.15* 4 HRS 6 10 7 6 9 7

BRISBANE $381.15* 4 HRS 20 17 14 12 30

PERTH $381.15* 4 HRS 13 24 21 2

ADELAIDE $381.15* 4 HRS 3 16



MELBOURNE $381.15* 4 HRS 27 31 28 26 23 14

SYDNEY $381.15* 4 HRS 6 10 7 6 9 7

BRISBANE $381.15* 4 HRS 20 17 14 12 30

PERTH $381.15* 4 HRS 13 24 21 2

ADELAIDE $381.15* 4 HRS 3 16


SimpleFund 360

12

TRUSTEE 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 26 30 27 25 22 13

SYDNEY $381.15* 4 HRS 5 9 6 5 8 6

BRISBANE $381.15* 4 HRS 19 16 13 11 29

PERTH $381.15* 4 HRS 12 23 20 1

ADELAIDE $381.15* 4 HRS 2 15


12

ONLINE

UNIT 1 – MIGRATION FROM SIMPLE FUND DESKTOP FREE 30 MINS 11 8 5 4 8 5

UNIT 2 – ADMINISTRATION FREE 30 MINS `12 9 6 5 9 6

UNIT 3 – AUTOMATED DATA FEEDS & TRANSACTION MATCHING FREE 30 MINS 13 11 7 6 10 7

UNIT 4 – PROCESSING TRANSACTIONS FREE 45 MINS 14 12 8 7 11 8

UNIT 5 – PENSIONS FREE 45 MINS 15 15 9 11 14 9

UNIT 6 – PERIOD COMPLIANCE & REPORTING FREE 30 MINS 18 16 12 11 15 12

UNIT 7 – QUICK FUND SETUP FREE 30 MINS 19 17 13 12 16 13

UNIT 8 – PREPARING AND LODGING THE SMSF ANNUAL RETURN FREE 30 MINS 19 18

TRUSTEE BASICS ONLINE $242.00 3HRS 26 10 2


SimpleFund 360

1313

1800 230 737

[email protected]

www.act2.com.au

SMSF actuarial certificates

Lightning fast turnaround

Independently owned

Integrated with Class Super, SuperMate, BGL Simple Fund & Simple Fund 360**Certificates via Act2 interface $120 + GST

SMSF Compliance Keep it simple.

14

TERMS & CONDITIONSTraining VenuesCourse 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 at an additional cost.

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)$381.15 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

BrisbaneBGL Training CentreLevel 2, 490 Upper Edward Street Spring Hill QLD 4000

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

15

BANK BGL ACCOUNTANT CLIENT

BGL has a range of data services for Simple Fund 360

save you heaps of time and money and help you comply with the law.

The SMSF industry is changing: Are you ready?

62% of SMSF administrators usedata autmation

BGL Data Services are also available for Simple Fund Desktop

AUGUST 2016

#FIRMOFNOW #CAS360 #SIMPLEFUND360

PERTHMELBOURNE

SYDNEY BRISBANE ADELAIDE

DocksideBalcony Level, Cockle Bay Wharf

Darling Park, NSW 2000

Tuesday 2nd August 2016

Wednesday 3rd August 2016 Tuesday 9th August 2016

Wednesday 10th August 2016 Friday 12th August 2016

Brisbane Convention CentreCnr Merivale and Glenelg StreetsSouth Bank, Brisbane, QLD 4101

Adelaide Convention CentreNorth Terrace

South Bank, Adelaide, SA 5000

Perth Convention Centre21 Mounts Bay Road

Perth WA 6000

Melbourne Convention Centre1 Convention Centre PlaceSouth Wharf, Victoria 3001

EARLY BIRD SPECIAL

Register at clients.bglcorp.com.au

BGL PRODUCT UPDATE DAYS

Register before 30 June 2016 to take advantage of ourearly bird special of $275.00 per participant (Buy 2 get 3rd free)

Documents

JU LY-DECEMBER 2016files.bglcorp.com.au/faqdocs/BGL-Training-Guide-Jul-Dec... · 2016-06-14 · services and administration. Our Purpose ... PERTH $381.15* 4 HRS 14 25 22 3 ADELAIDE