Compliance

PAYG Payment Summary

• Electronic Lodgment of the PAYG Payment Summary: Superannuation Income Stream
• Electronic Lodgment of the PAYG Payment Summary: Superannuation Lump Sum
• PAYG Payment Summary Amendments

TBAR

• Can Simple Fund 360 Lodge TBARs Directly to the ATO?
• Event Types for Transfer Balance Account Reporting
• How to address common errors around Transfer Balance Account Reporting (TBAR)?
• How to Lodge TBARs from Simple Fund 360
• How to record Transfer Balance Indexation and Adjustments
• Recording Total Super Balance (TSB) for accumulation members

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Segregation

• Create Segregation Policy for a fund in Simple Fund 360
• Segregation
• Segregation Frequently Asked Questions
• Segregation: Reconciling the Unsegregated Portion

GST

• Activity Statements
• Annual GST Return Form P
• Annual IAS Form N
• BAS Form A
• BAS Form D
• BAS Form F

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2016 Budget

• How to convert a TRIS to an Account Based Pension
• How to record Transitional CGT Relief (Cost base reset)
• TRIS vs TRIS in Retirement Phase

Information

• Division 296 - What is currently available in Simple Fund 360 and what is coming
• How do I nominate BGL as the software provider with the ATO
• How to be nominated as an agent for a client
• LRBAs and the Total Superannuation Balance
• Previous Years & External Contributions
• Proposed tax on super balances greater than $3 million (2023)

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