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  1. Simple Fund 360 Knowledge Centre
  2. Investments

Investments

General

  • Adding a Custom price for a fund only, using the new investment security list
  • Balance Review
  • Changing investment accounts to unitised/non-unitised
  • How to add a property
  • How to process Securities?
  • How to solve Duplicate Investment Accounts?
See all 14 articles

Transactions

  • How to Enter an Investment Cost Base Adjustment
  • How to Enter Investment Purchases
  • How to manually post an Investment Disposal

Term Deposits

  • Move Term Deposit from one account to another
  • Term Deposit
  • Term Deposit Acquisition
  • Term Deposit Matured

Foreign

  • Foreign Currency
  • Foreign Currency Conversion -Data Input
  • International Shares in Listed Companies (Overseas)
  • International Trades through Contract Notes
  • Processing Foreign Bank Accounts
  • Recording Foreign Cash Investments

Rental Properties

  • How to Enter Depreciation
  • How to link multiple expenses to a Rental Property
  • How to process borrowing costs for an SMSF rental property investment?
  • How to process Capital Allowance or Works Deduction?
  • How to process rental property transactions?
  • Limited Recourse Borrowing Arrangements (LRBA)
See all 15 articles

Specialised Investments

  • Debt Securities (Bonds)
  • Exchange Traded Options
  • How to account for Traditional Securities - Bonds, Bills of Exchange & Promissory Notes
  • How to enter a partnership investment loss/profit?
  • How to process SMSF interests in a partnership?
  • Recording Managed Investments in a Custom Control Account
Simple Fund 360 Knowledge Centre