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Video Course: SuperFund

This video course consists of a set of 5 videos, each covering specific topics.                  

SuperFund Course Level
Duration Pricing Pre-Requisite Beginner Intermed Advanced
5 Videos x 11-min each $330* None

* pricing for current Financial Year subscription; unlimited access.
 

SuperFund 1

Learn how to set up a Superannuation Fund in the software

  • Setup a Fund
  • Enter opening balances

SuperFund 2

Learn how to process transactions in the software

  • Contributions
  • Interest earned
  • Dividends received
  • Trust distributions
  • Rental income
  • Expense
  • Investment property expenses

SuperFund 3

Learn how to manage your investments

  • Disposal of investments
  • Purchasing investments
  • Revaluation of investments
  • Transferring funds to a pension
  • Paying a pension

SuperFund 4

Learn how to finalise data entries

  • Tax reconciliation
  • Members balances
  • Investment summary balance
  • Close a year
  • Transferring to HandiTax

SuperFund 5

This video tutorial will introduce you to bank statements, GST and new features

  • Bank statement features
  • Goods & Services Tax (GST)
  • New features in SuperFund