CAS Introduction

Half Day

  • $341.00 (1st participant)
  • $319.00 (additional participants)

CPE Hours 4
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.


Learning Outcome

To introduce the record keeping requirements of the Corporations Act and the concepts and operation of CAS.

Content

  • Adding companies to CAS
  • Appointing and resigning officeholders
  • Changing addresses for companies, officeholders and members
  • Share allotments and transfers
  • Joint shareholders
  • Shares held in trust
  • Annual Reviews / Annual Returns
  • Document Tracking
  • Reporting
  • Using BGL Connect
  • Integrating CAS with Portal by BGL

Training Materials

All attendees will receive comprehensive summarised notes of the training session and a USB with PDF copies of the latest training manual. Hard copies of the manual can be purchased from the Client Centre for $44 + $16.50 postage & handling. Alternatively, pdf copies of the manuals can be downloaded from the Client Centre prior to the training course.

Course Dates

January - June 2012


Location January February March April May June
Adelaide     15     6
Brisbane 31 29 27   2, 29 27
Melbourne 25 22 28 26 23 20
Perth   1 13 18 29  
Sydney 18 14 21 17 16 13
Albury   4
Ballarat   6

For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.