TRAINING & EVENTS GUIDE JANUARY - JUNE 2016
A person s ability to learn, and translate that learning into action rapidly, is your ultimate competitive advantage. JACK WELCH About BGL BGL was established in 1983 as a consulting firm to assist accountants and small businesses to gain more value from their computer systems. In 1989, BGL expanded it s traditional consultancy business by adding a software manufacturing division. Over the ensuing period, BGL has grown to be one of the largest suppliers of compliance software for corporate secretarial and superannuation fund management in the world. Today BGL boasts a client base of over 7,500 businesses in 15 countries including Australia s largest accounting practices, law firms, financial planning and public company groups. BGL employs a team of over 100 people to handle software development, support, marketing, client services and administration. Our Purpose BGL will deliver market leading software solutions in the superannuation, corporate compliance and accounting arena. BGL will achieve this by being innovative, flexible and responsive to our business environment and the needs of our clients. By doing so, BGL will strengthen and further its market leadership in Australia and throughout the world. Our highly skilled and dynamic team will strive to provide excellent customer service that is fostered by an energetic and responsive team environment. Our Mission To deliver the best compliance software for superannuation, corporate registry, accounting and investment management. To provide quality software solutions and support service to all our clients. Training BGL training courses are designed to provide you with a practical learning experience that ensures you and your business gain the greatest benefit from your software investment. BGL Product Update Seminars BGL holds Product Update Seminars twice each year where our product teams introduce the many new features and enhancements in the latest CAS, Simple Fund and Simple Fund 360 releases. The seminars will also update you on compliance and industry related matters that affect company and superannuation compliance. BGL User Groups BGL User Group meetings are a great opportunity for you to meet, discuss and network with other BGL clients. Run by BGL users, attendees determine the meeting agenda, elect a minute taker and chairperson. If you would like to host a BGL User Group meeting in your area, please contact us. CPE Hours All BGL training courses can be included in the Continuing Professional Education (CPE) hours required to be completed each year by members of the professional accounting and financial planning bodies. Register Web: www.bglcorp.com Email: training@bglcorp.com.au Phone: 1300 654 401 Australia & New Zealand Suite 2, 606-608 Hawthorn Road (PO Box 8063) Brighton East VIC 3187 +61 (0)3 9530 6077 1300 654 401 www.bglcorp.com training@bglcorp.com.au Singapore Tong Building #07-03 302 Orchard Road Singapore 238862 800 616 2148 www.bglcorp.com.sg training@bglcorp.com Hong Kong Level 2, Neich Tower 128 Gloucester Road Wanchai, Hong Kong 800 933 545 www.bglcorp.com.hk training@bglcorp.com 2
S Welcome Contact BGL CAS Simple Fund Simple Fund 360 Training Centre Locations Terms and Conditions 2 2 4 7 12 15 15
CAS BASICS CLASSROOM CPE HOURS 4 JAN FEB MAR APR MAY JUN MELBOURNE 381.15* 4 HRS 28 18 24 21 26 30 SYDNEY 381.15* 4 HRS 21 25 7 12 9 BRISBANE 381.15* 4 HRS 4 3 14 19 23 PERTH 381.15* 4 HRS 21 11 17 5 16 ADELAIDE 381.15* 4 HRS 10 2 CANBERRA 381.15* 4HRS 14 HOBART 381.15* 4HRS 10 *Additional participants charged at 358.05 Adding companies to CAS Appointing and resigning officeholders Changing addresses for companies officeholders and members Share allotments and transfers Joint shareholders Shares held in trust Annual reviews Reporting Using BGL Connect Integrating CAS with Portal by BGL WHO SHOULD ATTEND Users who are responsible for processing changes to company registers. 8.30 am ADVANCED 1 CLASSROOM CPE HOURS 4 JAN JUL AUG FEB MAR SEP OCT APR NOV MAY JUN DEC MELBOURNE 381.15* 4 HRS 24 26 SYDNEY 381.15* 4 HRS 21 7 9 BRISBANE 381.15* 4 HRS 4 14 23 PERTH 381.15* 4 HRS 21 17 16 ADELAIDE 381.15* 4 HRS 10 CANBERRA 381.15* 4HRS 14 HOBART 381.15* 4HRS 10 *Additional participants charged at 358.05 Updating company data from an electronic data download Combined minutes Multi company documents Reprinting documents Share restructuring ASIC agent forms Report editor Notifying corrections to documents Consolidating duplicate records All documents and forms Document tracking Task management Using BGL Connect Integrating CAS with Portal by BGL WHO SHOULD ATTEND Users who have attended the CAS Basics course, or those able to make company changes covered in the CAS Basics course. 1.30 pm 4
KEEP AHEAD OF THE GAME CAS 360 will revolutionise the way you work - in fact, you will wonder how you ever lived without it. With automated annual review and document processing, automated lodgement, digital signing and automated notifications, you will never miss another deadline. ASIC CORPORATE COMPLIANCE IN THE CLOUD From the Team with 25+ years experience in developing Australia s leading corporate compliance solution COMING SOON www.cas360.com 5
CAS ADVANCED 2 CLASSROOM CPE HOURS 4 JAN JUL AUG FEB MAR SEP OCT APR NOV MAY DEC JUN MELBOURNE 381.15* 4 HRS 18 21 30 SYDNEY 381.15* 4 HRS 25 12 BRISBANE 381.15* 4 HRS 3 19 PERTH 381.15* 4 HRS 11 5 ADELAIDE 381.15* 4 HRS 2 CANBERRA (8.30AM) 381.15* 4HRS 15 HOBART (8:30AM) 381.15* 4HRS 11 *Additional participants charged at 358.05 Electronic Company Registrations (ECR) Dividend statements Special purpose companies Partly paid shares Issuing options Trusts Ultimate holding companies Company deregistration Business names Reporting Document management Using BGL Connect Integrating CAS with Portal by BGL Advanced editing and freeform documents WHO SHOULD ATTEND Users who have attended the CAS Advanced 1 course, or those capable of making basic changes in CAS. This course is not recommended for users with CASLite as the majority of functions are only available in full CAS or CASLite Plus. 1.30 pm ONLINE JAN FEB MAR APR MAY JUN INCORPORATING COMPANIES* FREE 30 MINS 12 18 11 EFFECTIVE COMPLIANCE CHANGES AND MANAGEMENT MULTI COMPANY DOCUMENTS AND COMBINED MINUTES COMPLETE DOCUMENT DELIVERY AND MANAGEMENT* FREE 30 MINS 1 21 12 FREE 30 MINS 5 8 14 FREE 30 MINS 15 20 22 *Requires the full CAS version BGL TECHNICAL AND COMPLIANCE UPDATE DAYS SESSION TIME 12:30PM TO 3:30PM PRICE 275.00 1st participant 231.00 add. participants ADELAIDE Wednesday 2 March 2016 Adelaide Convention Centre North Terrace Adelaide SA 5000 BRISBANE Wednesday 9 March 2016 Brisbane Convention & Exhibition Centre Cnr of Grey and Russell Streets South Bank QLD 4101 PERTH Thursday 3 March 2016 Perth Convention & Exhibition Centre 21 Mounts Bay Road Perth WA 6000 MELBOURNE Wednesday 16 March 2016 Melbourne Convention Centre 1 Convention Centre Place South Wharf VIC 3006 SYDNEY Tuesday 8 March 2016 Dockside, Balcony Level Cockle Bay Wharf Sydney NSW 2000 6
SIMPLE FUND DESKTOP BASICS CLASSROOM CPE HOURS 4 JAN FEB MAR APR MAY JUN MELBOURNE 381.15* 4 HRS 27 15 21 18 23 27 SYDNEY 381.15* 4 HRS 18 22 4 9 6 BRISBANE 381.15* 4 HRS 1, 29 11 16 20 PERTH 381.15* 4 HRS 18 8 14 2 13 ADELAIDE 381.15* 4 HRS 7 30 CANBERRA 381.15* 4HRS 11 HOBART 381.15* 4HRS 7 *Additional participants charged at 358.05 Setting up a new SMSF using the fund s financial statements Introduction to the chart of accounts Processing transactions using the BGL Bank Data Service Processing current year transactions using the transaction review screen Investment disposals Recording accrued income Investment cost base adjustments Investment property purchase How to create year end entries Preparing financial statements Preparing the SMSF Annual Return Preparing investment reports Administration and maintenance Integrating Simple Fund with Portal by BGL WHO SHOULD ATTEND New users to Simple Fund who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance. 8.30 am ADVANCED CLASSROOM CPE HOURS 4 JAN FEB MAR APR MAY JUN MELBOURNE 381.15* 4 HRS 27 15 21 18 23 27 SYDNEY 381.15* 4 HRS 18 22 4 9 6 BRISBANE 381.15* 4 HRS 1, 29 11 16 20 PERTH 381.15* 4 HRS 18 8 14 2 13 ADELAIDE 381.15* 4 HRS 7 30 CANBERRA 381.15* 4HRS 11 HOBART 381.15* 4HRS 7 *Additional participants charged at 358.05 Customising the chart of accounts Investment purchases Cost base adjustments Bonus shares Return of capital Dividend reinvestments Investment disposals Demergers Non deductible expenses Capital allowance deduction Depreciation Member contributions Adding pension members Segregating assets Document tracking and management Using BGL Connect Integrating Simple Fund with Portal by BGL Lump sum rollins Lump sum payments Administration settings Customising text and reports WHO SHOULD ATTEND Users who have attended the Simple Fund Basics course or who have 3 months experience using Simple Fund. 1.30 pm 7
SimpleFund 360 Australia s next generation cloud SMSF administration solution www.simplefund360.com.au
SIMPLE FUND DESKTOP PENSIONS CLASSROOM CPE HOURS 4 JAN FEB MAR APR MAY JUN MELBOURNE 381.15* 4 HRS 28 16 22 19 24 28 SYDNEY 381.15* 4 HRS 19 23 5 10 7 BRISBANE 381.15* 4 HRS 2 1 12 17 21 PERTH 381.15* 4 HRS 19 9 15 3 14 ADELAIDE 381.15* 4 HRS 8 31 CANBERRA 381.15* 4HRS 12 HOBART 381.15* 4HRS 8 *Additional participants charged at 358.05 Account based pension and transition to retirement Commencing superannuation income streams Actuarial certificate wizard Transaction upload Segregating assets to pension members using investment pools 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 Calculating min/max payments Recording pension payments Calculating tax free percentages PAYG summary and other pension documents Pension commutations WHO SHOULD ATTEND Simple Fund users who maintain pension funds. It is assumed that participants have an understanding of SMSF compliance issues, taxation issues and the relevant social security requirements. BGL recommends users attend the Simple Fund Basics and Advanced courses prior to attending this course. 8.30 am 9
SIMPLE FUND DESKTOP ONLINE JAN FEB MAR APR MAY JUN BGL BANK DATA SERVICE FREE 30 MINS 1 2 6 3, 31 30 BGL CONTRACT NOTE SERVICE FREE 30 MINS 25 17 18 21 16 17 BGL REGISTRY DATA SERVICE FREE 30 MINS 22 30 17 AUDIT WORKPAPERS MODULE FREE 30 MINS 15 4 20 AUTOMATED PROCESSING MODULE FREE 30 MINS 3 1 1 4, 27 24 AUTOMATING ACTUARY CERTIFICATES FREE 30 MINS 12 3, 31 13 19 23 AUTOMATING YOUR MACQUARIE CMA UPLOAD COMPLETE DOCUMENT DELIVERY AND MANAGEMENT TRANSACTION UPLOADS AND DATA IMPORT RULES FREE 30 MINS 2 17 14 6, 26 22 FREE 30 MINS 4 25 FREE 30 MINS 14 11, 29 15 17 9 AUTOMATING YOUR DATA FEEDS FREE 30 MINS 14 11, 29 22 17 9 SIMPLE FUND AND BANKLINK FREE 1 HR 15 3 UPLOAD DATA FROM BT WRAP FREE 30 MINS 18 15 UPLOAD DATA FROM XERO FREE 30 MINS 6 10 UPLOAD DATA FROM XPLAN FREE 30 MINS 4 23 RP DATA PROPERTY VALUATIONS FREE 30 MINS 7 8 BGL TECHNICAL AND COMPLIANCE UPDATE DAYS SESSION TIME 8:30AM TO 12:00PM PRICE 275.00 1st participant 231.00 add. participants ADELAIDE Wednesday 2 March 2016 Adelaide Convention Centre North Terrace Adelaide SA 5000 BRISBANE Wednesday 9 March 2016 Brisbane Convention & Exhibition Centre Cnr of Grey and Russell Streets South Bank QLD 4101 PERTH Thursday 3 March 2016 Perth Convention & Exhibition Centre 21 Mounts Bay Road Perth WA 6000 MELBOURNE Wednesday 16 March 2016 Melbourne Convention Centre 1 Convention Centre Place South Wharf VIC 3006 SYDNEY Tuesday 8 March 2016 Dockside, Balcony Level Cockle Bay Wharf Sydney NSW 2000 10
The SMSF industry is changing: Are you ready? CLIENT BANK DATA SERVICES ACCOUNTANT BGL Many businesses are now providing fixed priced SMSF services 62% of SMSF administrators use data automation BGL has a range of data services for both Simple Fund 360 and Simple Fund Desktop that will provide you with incredible efficiencies, save you heaps of time and money and help you comply with the law. 11
SIMPLE FUND 360 PROFESSIONAL BASICS CLASSROOM CPE HOURS 4 JAN JUL FEB AUG MAR SEP APR OCT MAY NOV JUN DEC MELBOURNE 381.15* 4 HRS 29 17 23 20 25 29 SYDNEY 381.15* 4 HRS 20 24 6 11 8 BRISBANE 381.15* 4 HRS 3 2 13 18 22 PERTH 381.15* 4 HRS 20 10 16 4 15 ADELAIDE 381.15* 4 HRS 9 1 CANBERRA 381.15* 4HRS 13 HOBART 381.15* 4HRS 9 *Additional participants charged at 358.05 Migration from Simple Fund Administration Navigation and help Invite user, user roles and passwords Setting up your Bank Data Service Setting up your Share Data Pack Uploading a CSV file Processing current year transactions Transaction matching Tax related transactions Period compliance Report packs Customise a letter Close financial year Setting up a new SMSF using the fund s financial statements Creating a badge Introduction to the chart of accounts Dividend/distributions reinvestment Processing a return of capital Introduction to dashboards Commencing a pension Pension payments WHO SHOULD ATTEND New users to Simple Fund 360 who are responsible for processing SMSFs. It is assumed participants have an understanding of SMSF compliance. 8.30 am PROFESSIONAL ADVANCED CLASSROOM CPE HOURS 4 JAN JUL FEB AUG MAR SEP APR OCT MAY NOV JUN DEC MELBOURNE 381.15* 4 HRS 29 17 23 20 25 29 SYDNEY 381.15* 4 HRS 20 24 6 11 8 BRISBANE 381.15* 4 HRS 3 2 13 18 22 PERTH 381.15* 4 HRS 20 10 16 4 15 ADELAIDE 381.15* 4 HRS 9 1 CANBERRA 381.15* 4HRS 13 HOBART 381.15* 4HRS 9 *Additional participants charged at 358.05 12 Creating a badge Quick fund setup Recording a lump sum rollin Setting up your Bank Data Service Commencing a pension Setting up your Share Data Pack Property acquisitions Setting up SBR Lodgement Uploading a CSV file Transaction matching Creating transaction matching rules Recording personal and employer contributions Reviewing automated and suggested matches Recording tax related transactions Processing Corporate Actions Processing Pension Commutations End of year compliance WHO SHOULD ATTEND Users who have attended the Simple Fund 360 Professional Basics course or who have 3 months experience using Simple Fund 360. 1:30 pm
SIMPLE FUND 360 TRUSTEE BASICS CLASSROOM CPE HOURS 4 JAN JUL FEB AUG MAR SEP APR OCT MAY NOV JUN DEC MELBOURNE 381.15* 4 HRS 16 22 19 24 28 SYDNEY 381.15* 4 HRS 19 23 5 10 7 BRISBANE 381.15* 4 HRS 2 1 12 17 21 PERTH 381.15* 4 HRS 19 9 15 3 14 ADELAIDE 381.15* 4 HRS 8 31 CANBERRA 381.15* 4HRS 12 HOBART 381.15* 4HRS 8 *Additional participants charged at 358.05 Setting up Simple Fund 360 Navigation and help Introduction to SMSF processing Migration from Simple Fund Desktop Setting up your Bank Data Service Setting up your Share Data Pack Uploading a CSV file Introduction to the Chart of Accounts Processing current year transactions Transaction matching Tax related transactions The Create Entries process Preparing financial reports Preparing investment reports Uploading documents Period compliance 1.30 pm 13
SIMPLE FUND 360 ONLINE JAN FEB MAR APR MAY JUN UNIT 1 MIGRATION FROM SIMPLE FUND DESKTOP FREE 30 MINS 2 15 11 9 1, 24 UNIT 2 ADMINISTRATION FREE 30 MINS 4 16, 31 5 1, 23 UNIT 3 AUTOMATED DATA FEEDS & TRANSACTION MATCHING FREE 30 MINS 11, 27 5, 16 2, 23 5 3, 19, 30 14, 29 UNIT 4 PROCESSING TRANSACTIONS FREE 45 MINS 13, 28 9, 18 3, 22 5 4, 18, 30 16, 28 UNIT 5 PENSIONS FREE 45 MINS 15, 29 9, 19 1, 24 7 5, 20, 31 15, 27 UNIT 6 PERIOD COMPLIANCE & REPORTING UNIT 7 QUICK FUND SETUP ON SIMPLE FUND 360 FREE 30 MINS 4 15 1 6 2, 21 FREE 30 MINS 3 16, 30 12 24 20 UNIT 8 CONNECTED SERVICES FREE 45 MINS 12 17 8 9 2, 21 UNIT 9 PREPARING AND LODGING THE SMSF ANNUAL RETURN FREE 30 MINS 10 10 TRUSTEE BASICS ONLINE 242.00 3HRS 10 19 16 BGL TECHNICAL AND COMPLIANCE UPDATE DAYS SESSION TIME 8:30AM TO 12:00PM PRICE 275.00 1st participant 231.00 add. participants ADELAIDE Wednesday 2 March 2016 Adelaide Convention Centre North Terrace Adelaide SA 5000 BRISBANE Wednesday 9 March 2016 Brisbane Convention & Exhibition Centre Cnr of Grey and Russell Streets South Bank QLD 4101 PERTH Thursday 3 March 2016 Perth Convention & Exhibition Centre 21 Mounts Bay Road Perth WA 6000 MELBOURNE Wednesday 16 March 2016 Melbourne Convention Centre 1 Convention Centre Place South Wharf VIC 3006 SYDNEY Tuesday 8 March 2016 Dockside, Balcony Level Cockle Bay Wharf Sydney NSW 2000 14
Melbourne BGL Corporate Solutions Suite 2, 606-608 Hawthorn Road Brighton East VIC 3187 Adelaide Express Training Connections Suite 504, Level 5, 38 Gawler Place Adelaide SA 5000 Perth BGL Training Centre Suite 18A, Fortescue Centre, 20 Terrace Road East Perth WA 6004 Brisbane* BGL Training Centre Level 2, 490 Upper Edward Street Spring Hill QLD 4000 Sydney BGL Training Centre Suite 603, Level 6, 44 Miller Street North Sydney NSW 2060 TERMS & CONDITIONS Training Venues* Course venues are advised on confirmation of registration. Details of all venues can be found on the BGL website at www.bglcorp.com. The number of participants will vary from state to state. BGL reserves the right to alter dates, times and locations of courses as necessary. If you require clarification of our Terms and Conditions, or any further information, contact BGL. Payment All course fees are inclusive of GST. The discounted rate applies only for participants attending the same course on the same day as the 1st participant. Registration and payments for courses can be processed through the BGL Client Centre at clients.bglcorp.com.au. BGL requires full payment of course fees on registration. To ensure your place, BGL recommends you register early. Hands on Training Course fees include training materials and morning or afternoon tea. (See course outlines for course fees) Course Materials You will need to download and print the training manual prior to attending your training session. For details on how to download this document, check out your registration confirmation. Cancelling / Transferring Course You can transfer between courses without charge, or cancel and receive a full refund as long as you advise BGL 7 working days before the scheduled course date. If you cancel or transfer your booking without providing 7 working days notice, the full fee will apply. However, an alternative candidate may be nominated in your place at no extra charge. Minimum Number of Attendees BGL reserves the right to cancel training courses where 5 participants have not registered. In the event a training course is cancelled, clients registered for the course will have the option to transfer to another course or receive a refund of course fees. BGL TRAINING FACILITIES If you require a computer training room, why not consider hiring the BGL Training Rooms? Located in Melbourne, Sydney, Brisbane and Perth, the training rooms contain 12 PCs, a printer, whiteboard, data projector, air conditioning, internet access, tea and coffee making facilities. Morning tea, lunch and afternoon tea catering can be organised. Full day - 660.00 (inc GST) Half day - 440.00 (inc GST) Expressions of Interest If you would like BGL to provide hands on product training in your area, contact BGL. On Site Hands On Training A BGL accredited trainer can visit your office and conduct the following courses on site: CAS Basics (4 hours) CAS Advanced 1 (4 hours) CAS Advanced 2 (4 hours) Simple Fund Basics (4 hours) Simple Fund Advanced (4 hours) Simple Fund Pensions (4 hours) Simple Fund 360 Professional (4 hours) Simple Fund 360 Advanced (4 hours) 253.00 per participant, per course (inc GST) A minimum of 5 participants per course is required. On Site Update Seminars Host your own CAS, Simple Fund or Simple Fund 360 half day update seminar for an unlimited number of attendees led by an accredited BGL trainer. The 3 hour presentation includes PDF seminar notes for all participants. Half Day - 1,760.00 (inc GST) On Site Training / Update Seminars Clients will be required to meet travel and accommodation costs for trainers. To make a booking or to obtain a copy of the BGL On Site Training Protocol, contact BGL. 15
BGL TECHNICAL AND COMPLIANCE UPDATE EARLY BIRD SPECIAL Register before 31 December 2015 to take advantage of our early bird special of 231.00 per participant (Promo Code: BGLUPS16). ADELAIDE Wednesday 2 March 2016 Convention Centre North Terrace Adelaide SA 5000 PERTH Thursday 3 March 2016 Convention Centre 21 Mounts Bay Road Perth WA 6000 SYDNEY Tuesday 8 March 2016 Dockside, Balcony Level Cockle Bay Wharf, Darling Park NSW 2000 BRISBANE Wednesday 9 March 2016 Convention Centre Cnr of Merivale and Glenelg Streets South Bank, Brisbane QLD 4101 MELBOURNE Wednesday 16 March 2016 Convention Centre 1 Convention Centre Place South Wharf VIC 3006 PRICE / TIME 275.00 (1st participant) 231.00 (add. participants) SF & SF360-08:30 to 12:00 CAS - 12:30 to 15:30 Register at clients.bglcorp.com.au