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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Transactions

Transactions

  • Recording ATO Tax Payments and Components in Simple Fund 360 (ATO Supervisory Levy, Prior Year Under/Over Provision, ATO Interest, ATO Fines)
  • Recording Depreciation Part-way Through the Year
  • Recording Government Co-Contributions in SF360
  • Recording Low Income Super Contributions (LISC) in SF360
  • Reversing a cost base reset
  • SMSF Formation Expenses
  • Splitting a Managed Investment with Tax Deferred amounts into its individual assets
  • System Accounts related to Members
  • Tatts Group (TTS) Merger with Tabcorp Holdings (TAH)
  • Tax Adjustments
  • Tax Deferred received from Distribution exceeds cost base of Investment
  • Tax Instalment Details - Unable to select Financial Year
  • The Update Member Component function is not saving
  • Transaction cannot be matched due to multiple entries
  • Transaction is matching to wrong account
  • Transferring assets out of fund
  • Transferring Benefits as result of a Divorce Settlement or Family Court Order
  • Transfers from Foreign Super Funds
  • Transfers Out appearing in Operating Statement
  • Unable to edit a locked transaction due to future CGT events?
  • Unable to edit locked Corporate Action
  • Unitised Investment held does not have a unit entered, how do I add the unit?
  • Unpresented Cheque/Transfer Clearing Accounts
  • Update Member Components
  • User Rule is not matching
  • What are system journals and how to locate them?
  • When setting up a fund how do I enter the Capital Gains/Losses and Pension Payments for the financial comparatives
  • Writing back tax deferred amounts
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Simple Fund 360 Knowledge Centre