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SuperFund - Video

Course Outline


SuperFund 1 

Learn how to set up a Superannuation Fund in the software
  • HandiLedger account set up
  •  Previewing a HandiLedger journal transaction before posting
  • Converting an existing HandiLedger SMSF to SuperFund
  •  Adding the client in HandiSoft 2013/Practice Manager 2013
  • Setting up the SMSF ledger in SuperFund
Entering prior year opening balances in 'Fund Setup'
  • Members details
  • Members opening balances
  • Members allocation
  • Bank Accounts
  • Term Deposits
  • Shares in Listed Companies
  • Units in Listed Trusts
SuperFund 2 

Learn how to setup a Fund including
  • Units in Unlisted Trusts
  • Setting up a Property
  • Property Depreciation
  • Property Revaluation
  • Receivable income
  • Tax Payable
  • Opening Setup Report
SuperFund 3 

Learn how to manage your investments
  • Contributions
  • Interest income
  • Term deposit interest
  • Dividends received in cash
  • Dividends reinvested with additional shares
  • Trust income distributions
  • Accrued/receivable income
  • Reversing an accrued income from a previous financial year
SuperFund 4
  • Learn how to finalise data entries
  • Entering Rental Income 
  • Entering Rental Property Expenses
  • Entering Rental Property Depreciable Asset Purchases
  • Running Rental Property Reports
  • Entering Other SMSF Expenses
  • Accruing for SMSF Expenses
  • Turning off the 'Preview HandiLedger Transactions' Window
  • Purchasing Financial Investment Assets
  • Selling/Disposal of Investment Assets
  •  Revaluing Financial Investments
SuperFund 5 

This video tutorial will introduce you to bank statements, GST and new features
  • Starting a pension in a SMSF
  • Entering an actuarial percentage
  • Drawing a pension
  • Reviewing the accounting profit
  • Reviewing taxable income
  • Accounting for the current year PAYG instalments
  • Paying previous year income tax liabilities
SuperFund 6 
  • Closing a SuperFund
  • Transferring to HandiTax
  • Importing bank statements
  • Correcting data entry errors
  • Adding additional bank accounts


Video Course

Duration: 6 Videos x 13 min each
Pricing: $330*  

* pricing for current Financial Year subscription; unlimited access.