FREE Web Training
CPE Hours 1 (per session)
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.
Topic
Automating Actuary Certificates
Overview of the Actuary Certificate Wizard
Content
- Selecting the Actuary Provider
- Data Input/Review
- Calculation of net income and an estimated tax exempt percentage
- Processing data to the actuary
- Payment
- Viewing and Printing the Actuarial Certificate
Web Training Dates
| Duration - 1 hour | May | June | July | August | September | October |
| Date | 21 | 21 | 11 | 10 | 12 | 11 |
| Time (AEST) | 11 am | 11 am | 10 am | 12 pm | 10 am | 11 am |
Topic
Xplan Upload into Simple Fund
Content
- Uploading Xplan into Simple Fund
- Creating data import rules
Web Training Dates
| Duration - 45mins | June | July | August | September | October | November |
| Date | 12 | 9 |
4 |
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| Time (AEST) | 11 am | 12 pm | 10 am |
Topic
Automating your Macquarie CMA upload
Content
- Uploading Macquarie CMA into Simple Fund
- Creating data import rules
Web Training Dates
| Duration - 1 hour | May | June | July | August | September | October |
| Date | 18 | 29 | 13 | 15 | 13 | 12 |
| Time (AEST) | 11 am | 11 am | 10 am | 10 am | 10 am | 11 am |
Topic
BT Wrap Upload into Simple Fund
Content
- Uploading BT Wrap files into Simple Fund
- Creating data import rules
Web Training Dates
| Duration - 45mins | June | July | August | September | October | November |
| Date | 13 | 23 | 11 | |||
| Time (AEST) | 2 pm | 12 pm | 2 pm |
Topic
Internet Banking & Data Import Rules
Content
- Uploading Internet Banking files into Simple Fund
- Creating data import rules
Web Training Dates
| Duration - 45mins | June | July | August | September | October | November |
| Date | 12 | 24 | 17 | |||
| Time (AEST) | 1 pm | 12 pm | 11 am |
Topic
Complete Document Delivery & Management
Content
- Preparing documents in Simple Fund
- Pushing documents to Portal from Simple Fund
- Pushing documents to Portal via BGL Connect
- Document Management in Simple Fund
- Document Management in Portal
Web Training Dates
| Duration - 1 hour | May | June | July | August | September | October |
| Date | 22 | 18 | 18 | 16 | 19 | 16 |
| Time (AEST) | 1 pm | 3 pm | 10 am | 10 am | 10 am | 11 am |
Topic
Contract Note Data Service
Content
- Setup of the Contract Note Data Service
- Uploading Contract Note Data
Web Training Dates
| Duration - 45mins | July | August | September | October | November | December |
| Date | 13 | 5 | 19 | 14 | 11 | |
| Time (AEST) | 12 pm | 10 am | 10 am | 11 am | 3 pm |
Topic
Xero Upload
Content
- Uploading transactions from Xero into Simple Fund
Web Training Dates
| Duration - 45mins | July | August | September | October | November | December |
| Date | 20 | 6 | 8 | |||
| Time (AEST) | 12 pm | 10 am | 11 am |
Topic
BGL Connect
Overview of BGL Connect for Simple Fund
Content
- Installing BGL Connect
- Functions of BGL Connect
- Using BGL SmartDoc to save documents to Document Management
- Using BGL SmartDoc to push documents to Portal
Web Training Dates
| Duration - 1 hour | January | February | March | April | May | June |
| Date | 20 | 22 | 21 | 4 | 1 | |
| Time (AEDST) | 1 pm | 2 pm | 11 am | 11 am | 11 am |
For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.
*Only current BGL clients are eligible for these sessions
