Simple Fund Pensions

Half Day

  • $308.00 (1st participant)
  • $286.00 (additional participants)

Learning Outcome

To provide users with a more in depth knowledge of the many functions and reporting tools in Simple Fund, with a particular emphasis on setting up and operating pension funds.

Content

  • Allocated, account-based and transition to retirement income streams
  • Commencing superannuation income streams
  • Applying actuary percentages
  • Segregating assets to pension members
  • 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
  • Converting allocated pensions to account-based pensions
  • 1 July 2007 crystallisation of tax components
  • Calculating minimum / maximum payments
  • Recording pension payments
  • Calculating Tax Free percentages
  • PAYG summaries

Course Dates

January - June 2010

 

Location January February March April May June
Adelaide   9, 12   28 16
Brisbane 2 2, 5 13, 16 25, 28 29
Melbourne  27 23, 26 16, 19  20, 23 4, 7 8, 11
Perth    16 30   1
Sydney 19, 22 16 23, 26 28 25, 28 22, 25