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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Pensions

Pensions

  • How to record a Pension Reserve in Simple Fund 360
  • Use segregation for income allocation only
  • TBAR: Minimum pension payments not met
  • Opening balances for TBAR
  • 2016/2017 EOFY Processing Procedures - Part Pension Part Accumulation Scenario
  • How do I Cancel a TBAR event?
  • Edit the lodgement date of previously lodged TBAR
  • Unable to re-open period for fund with previously lodged TBAR events
  • Reverse Year End Procedures (Super Reform Changes)
  • Unable to access Fund pension policies screen.
  • X1 Accumulation Phase Value & X2 Retirement Phase Value
  • Excess transfer balance determination
  • TRIS - Retirement Phase Income Stream not appearing in Transfer Balance Dashboard
  • Pension balances not appearing on Transfer Balance Dashboard or TBAR Management screens
  • Trustee TBAR Lodgement
  • Tax Losses and Exempt Current Pension Income (ECPI) in Simple Fund 360
  • Opening Balance: Lump sum exceeds member opening balance
  • Opening Balances: Pension payment to ceased account
  • Market Linked Pensions
  • Edit "date joined fund" for fund members
  • How to move a fund from using segregation to the proportionate method
  • How to convert a TRIS to TRIS - Retirement Phase
  • How to convert a TRIS - Retirement Phase to ABP
  • Reverse a Commutation
  • Input Opening Balances for Pension Accounts
  • Delete a Pension Commencement
  • How does SF360 calculate the Minimum Pension Amount for an Account Based Pension?
  • Error: Internal Transfer-Out and corresponding Internal Transfer-In must be in the same transaction
  • How to reconcile Exempt Current Pension Income
  • Calculating Non Deductible expenses for Partly Pension Funds
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Simple Fund 360 Knowledge Centre