User Security
- Can Multi-Factor Authentication (MFA) be set up using an email address to receive authentication codes?
- How to view who coded or manual coded a transaction
- MFA - Remember this device for 30 days not working
- Multi-Factor Authentication (MFA) - using Authy
- Multi-Factor Authentication (MFA) - How do I use YubiKey?
- Multi-Factor Authentication (MFA) - I have a new phone or need to reset my MFA
Superstream
- ABN Greyed out/can't edit ABN
- AUSPOSTSMSF ESA appears on the Employer Notification Letter even after ESA changed to BGLSF360
- Common SuperStream errors on the SMSF Annual Return
- Release Authority Statement Error SUPER.GEN.GEN.20
- SuperStream ATO Error: Insufficient funds in member account.
- SuperStream Registration Failed: ABN already in use
Actuary Certificates
- Act2 Solutions - Error! The Actuarial Certificate request has not been sent , but Actuary request has received an error. Please review event history for more information.
- Error - The Fund's Total Closing Balance is not equal to the sum of all the closing member balances.
- Error when requesting certificate - The fund has segregated assets.
- Error! Failed to call submit six has internal error
- Error! The Actuarial Certificate request has not been sent. Member's end of day balance is negative on xx/xx/xxxx
- Error! The Actuarial Certificate request has not been sent. PostalAddress: Please provide
Migration
- Amend prior year data completed in Simple Fund desktop after migrating a fund
- Custom Migration Mapping Rules
- Error: Migration Utility is not in the current version and the update is not working
- Fixed Interest Securities (Term Deposits) Migration
- How to Amend Prior Year Data from Another Firm’s Simple Fund 360 (post Fund transfer)
- How to record Dividend Reinvestment Plan Residual Balance post fund migration?
Transactions
- "Tax Deferred / Tax Free cannot be allocated as the investment has been fully disposed before the last create entries date."
- "Tax Deferred / Tax Free components cannot be entered as the investment has been fully disposed in prior years or has no purchase parcel entered."
- 45 Day Rule (Dividends)
- A fund's investment has received both dividend and trust distribution payment
- Accidentally Deleted Transactions
- Accrued Income
Information
- 2016/17 Superannuation Reforms
- APES 305 and Cloud Computing
- Auditor's Guide to Simple Fund 360
- CGT Relief (Cost Base Reset)
- CGT Relief - Approved Form
- Commuting pensions before 1 July 2017 to avoid exceeding the $1.6 million transfer balance cap
SMSF Articles and Posts
- 2017 Supreme Court challenge to BDBN fails due to valid service on corporate trustee
- Draft law aims to shut down a gap in the salary sacrifice regime
- How to Invite BGL Support to a fund?
- How will downsizer contributions work for SMSFs?
- Limited recourse borrowing arrangements can use one bare trustee for multiple bare trusts
- Many strategies are based on the proportioning rule
SMSF Annual Return and Electronic Lodgement
- Amended Annual Returns
- Annual Return Validation - Member TFN can not be empty
- ATO Validation Error Messages
- Auditor or Tax Agent Details are Incorrect or Blank in the SMSF Annual Return
- Can I lodge a 202X SMSF Annual Return for a fund wound up in FY 202X?
- CMN.ATO.AS.EM023: You must select a reason for the variation at T4
Settings
- BGL Learning Channel System Requirements
- Bookmark SF360 in your browser
- Can't log in to Simple Fund 360
- Create a desktop shortcut for SF360
- Delete a Badge
- Email address entered is currently in use (Invite User)
Reports
- "Variable not exist" error appearing on the reports
- Account 24700 - Changes in Market Values of Investments
- Accounting Cost remains for an Investment after being fully disposed
- Adding Business Name and Contact Details to front page of Reports
- Can signature fields be added to Member Statements?
- Can Simple Fund 360 generate a report which lists all funds with a particular investment ?
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?
Investments
- A fund is 100% in pension and therefore a segregated fund. How do I get the Segregated method to display in the Cost Base Reset screen.
- Can I change the name of a security?
- CGT Cost Base Adjustment
- Changing between Separate Depreciable Assets and Property Accounts
- Delisted Securities (Manual)
- Delisting a company - Switch from Public to Private
Create Entries
- "Use Segregation for income allocation only" has been switched on however there are no segregation policies for the current period.
- 77600/InvestCode does not have a price recorded on 30/06/20XX. The previous price will be used.
- Account: Investment/InvestCode doesn't link to any security.
- Cannot create entries. Please try again later, or contact service desk.
- Clearing Account currently has a balance as at 30/06/20XX
- Create Entries Alert "INVESTCODE doesn't link to any security"
Connect
- Bank account already has a feed operating
- Bank Feed Report
- BGL Bank Data Service - Missing Transactions from Bank Feed
- Contract Note Matching - most tax effective disposal
- Contract Note Setup - ETRADE ANZ Share Investing
- Contract Notes: Instructions
Chart of Accounts
- Adding Bank Accounts to the Chart of Accounts
- Adding Shares in Listed Companies to a Fund's Chart of Accounts
- Contact name not updating in Chart of Accounts
- How do I set up a managed portfolio of listed Australian shares and trusts as one asset?
- How to make an account inactive in the Chart of Accounts
- How to reactivate an account in the Chart of Accounts