课程概览
本课程为澳洲公共会计的高阶提升课程
最近几年,由于澳洲super fund变得越来越完善,更多的人选择SMSF(Self-Managed Super Fund)。毫无疑问,这就意味着职场上需要更多了解SMSF的人,各个公司都必须聘用更多有能力的Fund Accountant来处理SMSF, 该职位在Public Practice领域属于较为Senior的Level,同时也是高薪职位。
Ecare SMSF课程是通过诸多经验丰富的老师共同分析讨论而开设的,实战课程结合了SMSF高难度的复杂案例,融合了各类有代表性的Public Practice会计实战经验,致力于将实战培训理论推向一个全新的高度。
另外,Ecare的 SMSF课程使用super fund最权威的操作软件BGL Simple Fund。如今,了解SMSF并会熟练操作BGL Simple Fund软件的人越来越受到澳洲雇主们的青睐,因为需要、所以重要!懂得SMSF知识会为学员们在Public Practice求职道路上更胜人一筹,变得如虎添翼,更助学员在竞争激烈的Accounting Firm青云直上。
$1250
悉尼 | 墨尔本 | 网课
4小时 * 4节课
企业会计SMSF职位提升Package:
会计高级SMSF+EXCEL高级+SAP通用+两小时一对一服务(赠:50%off Workshop Voucher)
$2700
立省$400
课程特色
职业化及多样化
师资力量职业化
所有讲师均是Australian ASX 200或Fortune 500企业中的在职资深财会专家或财会部门负责人,拥有至少5年相关行业从业经验和项目管理经验,除了专注于教授学员专业知识和技能外,更强调帮助学员树立高尚的职业道德标准和正确的职业发展观及价值观,并帮助学员进一步了解澳洲职场文化。
课程设置职业化
课程架构及内容均是依照现行的澳洲企业中的标准财会业务流程和实际工作内容进行提炼和设计,并在专业理论基础上加入了大量实例研究和模拟实操内容,确保课程内容与实际工作无缝对接。
教学资源多样化
教学模式多样化
课程强调培养学员的实践能力和职业思维,除直接授课外,讲师会更注重与学员及学员与学员间的互动与交流,将课堂转变为真实的工作场景,使学员可以身临其境地带
入职业角色并快速吸收并消化所学内容。
实践操作多样化
ECARE会为学员提供MYOB和Excel等澳洲会计通用的标准软件,讲师会在课堂上手把手指导学员操作及传授在多年实际工作中积累和总结出的独家技巧。
除了由ECARE教研团队精心设计编撰的课件外,本课程更提供大量的澳洲本土公司和在澳国际公司的内部资料供学员学习研究,课外还有独家录制的视频和音频等多媒体学习资源辅助学员们在课后继续自我强化和巩固。
课程构架
与实际工作无缝对接
Session 1 – Introduction to SMSF and SMSF Setup
• New Fund Setup and setting up a new fund in system
• Trust Deed and Members
• Individual Trustees and Corporate Trustee
• Complying Superannuation Fund
• Apply for a TFN/ABN
• Set up a Bank Account and Creating a new fund ledger
• Investment Strategy
• Input Fund Details, Address and Contacts
• Setting up Joint Trustees
• Input of Reporting, Adviser and Member Detail
• Preparing a Trail Balance
• Processing current year bank transactions
• New Fund Setup and setting up a new fund in system
• Trust Deed and Members
• Individual Trustees and Corporate Trustee
• Complying Superannuation Fund
• Apply for a TFN/ABN
• Set up a Bank Account and Creating a new fund ledger
• Investment Strategy
• Input Fund Details, Address and Contacts
• Setting up Joint Trustees
• Input of Reporting, Adviser and Member Detail
• Preparing a Trail Balance
• Processing current year bank transactions
• Input a New Investment
• Input a New Term Deposit
• Purchasing units in a managed fund
• Add new Real Estate Property Account
• Investment Cost Base Adjustments
• Dividend and Distribution Re-investments
• Bonus Shares
• Return of Capital
• Consolidation and Demergers
• Limited recourse borrowing arrangement
• Record Income Tax Installments
• Record prior year Income Tax paid/refund
• SIS Levy
• Member Contributions
• Preparing a Section 290-170 Notification
• Government Co-contributions
• Record a superannuation rollin
• Commencing a superannuation pension
• Transition to Retirement Income Stream
• Account Based Pension
• Write back of Tax Effect Accounting
• Create Entries to Update Member Balance
• Transferring Benefits to Unrestricted Non- Preserved
• Changing Member to Pension Mode
• Minimum Account Based Pension
• Pension Payment Standing Journals
• Prepare Pension Documents
• Recording Exempt Income
• Review Actuary Percentage
• Commutation
Session 2 – Fund Administration
Session 3 – Investment
Session 4 – Tax Related Transactions and Member Transactions
Session 5 – Pension
课程周期
4周业余时间学习,周末开班,总课时16小时
班级规模
4~8人小班教学
授课地点
墨尔本 | 悉尼
悉心指导
授课讲师
资深行业专家倾情教授
Micheal
Phillips
Fainaaz Ali
Katherine Chen
Kevin Huang