BGL Learning Channel Course Library

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Overview


The BGL Learning Channel is an on-demand, self-paced training platform where Simple Fund 360 and CAS 360 users can complete courses online. This product is a paid subscription and for more information on purchasing please contact your Account Manager on 1300 654 401.

For navigation in the Course Library please refer to BGL Learning Channel Integration.

The BGL Learning Channel offers both on demand learning courses and previous webinar recordings available for view anytime. For an updated course list see below.  

In the Learning Channel Course Library, select a course icon to begin the course. 

Simple Fund 360 Onboarding

 


 

Course Content Who is this course for?

NEW: Simple Fund 360 Onboarding Learning Path


Having completed this training you will be able to:

  • Invite your team members to Simple Fund 360 and get setup for SBR lodgement.
  • Get funds ready for migration by completing year end procedures to reduce the amount of validation checks triggered during migration. Export a copy of the SMSF Annual Return in Simple Fund Desktop to lodge post migration in Simple Fund 360.
  • Complete fund migrations with reference to the most common validation checks triggered by the utility and learn how to resolve the validations.
  • Post migration, complete the lodgement of the previously exported SMSF Annual Return from Simple Fund Desktop and setup the automation services Simple Fund 360 has to offer. Learn more about the additional training courses available now you have migrated.
Simple Fund Desktop users who are migrating funds to Simple Fund 360.

Simple Fund 360 on demand courses


The Simple Fund 360 on demand courses allow you to review each module at your own pace. E-learning videos are broken down into separate sub-categories that run no longer than 5 minutes per video. Each module will contain multiple videos. Select a link from the list below to learn more about a course:

 

 

Course Content Who is this course most useful for?

2017 Super Reform Learning Path

This course outlines the year end procedures for 30 June 2017 with reference to the application of CGT Relief and the Transfer Balance Cap.

Content includes:

  • Year end processing of Create Entries;
  • Actuary application;
  • Application of CGT Relief under both the Proportionate and Segregated methods with deferral of capital gains;
  • Compliance with the $1.6 Million Transfer Balance Cap;
  • CGT Relief and Transfer Balance Cap documentation (letters and minutes).

Users who would like to learn more about the year end processing of an SMSF including the application of any CGT Relief and methods to comply with the $1.6 Million Transfer Balance Cap. This module also includes the application of CGT Relief under both the Proportionate and Segregated methods.

Note: This Learning Path differs from the Year End Procedures webinar as this is an on demand course broken down into four separate modules as opposed to a full 60 minute recording.

SF360 Professional Learning Path


This course introduces the basic fundamentals on how to use Simple Fund 360, including how to set up a fund with all historical information as well as signing up to the BGL Connected Services.

New Simple Fund 360 users with no or limited experience with the platform. The RRP of this webinar is $110 (including GST) but is included at no extra cost in your Learning Channel subscription.

SF360 Advanced Learning Path


Once you have progressed through the fundamentals, complete the Simple Fund 360 Advanced course to learn how to improve efficiency in processing more complicated tasks such as corporate actions and pensions.

Users who have completed the Simple Fund 360 Professional Learning Path. The RRP of this webinar is $110 (including GST) but is included at no extra cost in your Learning Channel subscription.

This course is also useful as a REFRESHER COURSE for Simple Fund 360 users who have not used the platform in a few months and are looking to refresh their knowledge of current year processing using data services, transaction matching, pensions and the processing of corporate actions.

NEW: Simple Fund 360 Onboarding Learning Path


Having completed this training you will be able to:

  • Invite your team members to Simple Fund 360 and get setup for SBR lodgement.
  • Get funds ready for migration by completing year end procedures to reduce the amount of validation checks triggered during migration. Export a copy of the SMSF Annual Return in Simple Fund Desktop to lodge post migration in Simple Fund 360. 
  • Complete fund migrations with reference to the most common validation checks triggered by the utility and learn how to resolve the validations. 
  • Post migration, complete the lodgement of the previously exported SMSF Annual Return from Simple Fund Desktop and setup the automation services Simple Fund 360 has to offer. Learn more about the additional training courses available now you have migrated. 
Simple Fund Desktop users who are migrating funds to Simple Fund 360.

Depreciation Module


Content includes:

  • Manually Enter Depreciation Journals
  • Recording Depreciation Part-way Through the Year
  • Depreciation Schedule
  • How to use the Depreciation Schedule and automatically post Depreciation Journals
  • How to remove an asset from the Depreciation screen
  • Capital Allowance or Works Deduction
  • Depreciation - Recording at written down value
  • Depreciable Assets of an Investment Property
  • Ordering Depreciation Reports from CoreLogic RP Data
Users administering funds with assets/investments that are depreciated.

Establish Automated Data Feeds Module


Users will be trained on the following:

  • How to setup automated bank feeds such as BGL, Macquarie and MYOB BankLink, so that the bulk of data entry and processing is completed automatically
  • How to upload CSV files
  • How to use the Transaction Matching Screen to deal with the exceptions
This training is recommended for Simple Fund 360 users who are now ready to implement BGL's automation to streamline processing and maximise efficiency.

Fund Setup in Simple Fund 360 Module

Content includes:

  • Choose a Badge
  • Quick Fund Setup
  • Fund Details and Relationships
  • Add Fund Members
  • Input Balance Sheet Items
  • Input the Operating Statement
  • Update Ledger to Current Year

It is recommended that all new users of Simple Fund 360 attend this training. This session can also be useful for existing users wanting to refresh their knowledge. This unit will cover the steps to set up a new fund on Simple Fund 360. The course can be used as a checklist when adding a new fund to Simple Fund 360.

Pensions Module


Users will be trained on the following:

  • How to commence a pension.
  • Processing pension payments.
  • Using the pension dashboard.
  • How to process a pension reset.
  • How to request an Actuarial Certificate.

This training is recommended for Simple Fund 360 users who have some experence using Simple Fund 360 and are interested in Learning about pension processing.

Note: This module does not discuss the 2017 Super Reform changes. Refer to the 2017 Super Reform module for CGT Relief and the Transfer Balance Cap.

SMSF Processing Module


Content includes:

  • Corporate Actions
  • Tax Related Transactions
  • Cost Base Adjustments
  • Return of Capital transactions
  • Property - Limited Recourse Borrowing Arrangements (LRBA)
This training is recommended for users who have completed the Automated Data Feeds Module and are processing fund transactions for the financial year.

Period Compliance and Reporting Module


 

Content includes:

  • Tax Adjustments
  • The Create Entries Process
  • Report preparation and customisation
  • Live Reports
  • Document Management
This training is recommended for users who have completed the data entry for the fund's financial year and are ready to complete the year end work in readiness for the SMSF Annual Return Lodgement.

Preparing and Lodging the SMSF Annual Return Module


Users will be trained on the following:

  • How to setup SBR lodgement
  • How to validate the return
  • How to lodge the return
This training is presented for Simple Fund 360 users who are now ready to complete lodgement of the SMSF Annual Return.

Simple Fund 360 Administration Module

Content includes:

  • How to navigate around Simple Fund 360.
  • Become familiar with Simple Fund 360’s online help and support services.
  • How to Setup Badges.
  • Inviting Users and User roles.
  • Introduction to the Chart of Accounts
  • Introduction into the Transaction List and the More Details Panel.
  • The use of Dashboards in Simple Fund 360.
It is recommended that all new users of Simple Fund 360 attend this training, especially those in charge of managing the Simple Fund 360 account settings. This session can also be useful for existing users wanting to refresh their knowledge.

Simple Fund 360 Webinar Recordings 


Select a link from the list below to learn more about a course:

 

Course Content Who is this course most useful for?

Simple Fund 360 2017 Year End Procedures


BGL conducted a Year-End Procedures webinar for the 2017 financial year. This webinar detailed:

  • Accounting Working Papers and a host of Reconciliation Reports for year-end review;
  • The application of CGT Relief under the proportionate method;
  • Compliance with the $1.6 Million Transfer Balance Cap;
  • Year end actuary application and 30 June 2017 Create Entries in readiness for audit and Annual Return preparation.

Users who would like to learn more about the year end processing of an SMSF including the application of any CGT Relief and methods to comply with the $1.6 Million Transfer Balance Cap. This webinar is included at no extra cost in your Learning Channel subscription.

Run time approximately 60 minutes.

 

Note: This webinar differs from the 2017 Super Reform Learning Path as this is a 60 minute case study on a fund using the proportionate method as opposed to an on demand course broken down into four separate exercises discussing both the proportionate and segregated methods.

CAS 360 on demand courses 


Select a link from the list below to learn more about a course:

Only CAS 360 Subscribers will have access to these courses in the Learning Channel. 

 

 

Course Content Who is this course most useful for?
NEW: Digital Signing powered by DocuSign

 

 

This course outlines the integration between CAS 360 and DocuSign allowing your clients to digitally sign various forms and documents in CAS 360. Content:

  • Setup DocuSign
  • How to digitally sign a document
  • View and lodge digitally signed documents
Users who are looking to improve their cloud experience by utilising digital signing in CAS 360.
CAS 360 Essentials Learning Path


This course introduces the basic fundamentals on how to use CAS 360 including Alerts, Annual Review Processing and company changes.

 

Users who are responsible for processing changes to company registers in CAS 360.
Migration from CAS Desktop to CAS 360


Content includes:

  • Steps to migrate a company
  • Validation checks and error resolving
  • Post migration checks
Users who are responsible for migrating companies from CAS Desktop to CAS 360.
Trust Administration in CAS 360


Content includes:

  • Adding trusts
  • Adding trusts for individuals
  • Unit and discretionary trusts
  • Unitholder and Beneficiary input
  • Trust documentation preparation
Users who are responsible for processing changes to trusts in CAS 360.

Content Coming Soon


The following courses are in development for the BGL Learning Channel:

  • Corporate Secretarial Compliance for CAS 360
  • Segregation for Simple Fund 360
  • GST for Simple Fund 360
  • Auditor module for Simple Fund 360
  • Agent forms for CAS 360
  • Improvements and additions to the existing course library for Simple Fund 360 and CAS 360
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