Simple Fund Trustee
Price
- $242.00
Learning Outcome
To provide trustees with an introduction to Simple Fund and a basic understanding of the accounting concepts that apply to superannuation funds.
Content
- Setting up a new superannuation fund
- Inputting opening balances
- Debit and credit rules
- Simple Fund transaction types
- Investment purchases
- Receipt of income
- Dividend reinvestments
- Term deposit investments
- Accrued income
- Expense payments
- Tax payments
- ETP rollins
- Investment disposals
- Preparing financial statements
- Preparing income tax returns
- Preparing investment reports
- Backing up a fund
Web Training Dates
|
Date |
Time | Duration |
| 12th March | 11am (AEDST) | 3 hours |
| 16th April | 11am (AEDST) | 3 hours |
| 14th May | 11am (AEDST) | 3 hours |
| 18th June | 11am (AEDST) | 3 hours |
