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  1. Simple Fund 360 Knowledge Centre
  2. Compliance

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
See all 15 articles

Segregation

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

GST

  • Activity Statements (Closed Beta)
  • Annual GST Return Form P
  • Annual IAS Form N
  • BAS Form A
  • BAS Form D
  • BAS Form F
See all 15 articles

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

  • 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)
  • Transfer Balance Account Reporting (TBAR) Lodgment Due Dates
See all 12 articles
Simple Fund 360 Knowledge Centre