In this article, we will guide you through the basics of Member & Pension Processing.
Key Learning Modules
The Key learning Modules Members, Pensions and Asset Segregation are listed in the below table and what you learn.
You need to complete the Class Fundamentals Course in order to progress to the below-listed course.
|Module Name||What this Module Covers|
|Members, pensions and asset segregation||
Key learning Sections & Articles
Links to recommended articles for this section.
|User Guide Section||What's in this Section|
This section covers off the basics of Member accounts. Some of the key pages include:
This section goes through how to process some member income including:
This section goes through how to process member payment evens including:
This section will guide you through everything you need to know about pensions including:
Webinar: We have a really informative Webinar on Processing Pensions
Check out the next step 9 - TBAR and Lodgments to learn all the steps of getting started with TBAR & ATO lodgments.