In CAS 360, users can update trust details from the Trust screen.
|Navigate to Trust from the main toolbar.|
|In the Trust screen, hover the cursor to select a Trust under Trust Name. This will open up the details page for users to edit.|
Begin typing the updated Trust name. CAS 360 will begin searching the Global Contact screen for the Trust. If the Trust has not been previously added to the Global Contact screen, will appear.
Clickto add a new contact.
Begin typing the Previous Trust name. CAS 360 will begin searching the Global Contact screen for the Trust. If the Trust has not been previously added to the Global Contact screen, will appear.
Click to add a new contact. If there is no previous name, leave this field blank.
|Trust Type*||Select Unit, Discretionary, Hybrid, or Bare from the drop-down list|
|Meeting Address*||Select a previously added address from the Global Addresses screen, or add a new address to CAS 360 by clicking .|
|Trust Formed*||Update the Formation date of the trust|
|Future Vesting Date||Date defined in the trust deed as the date when the trust will conclude|
|Trust Deed Issued||Date Trust Deed was issued|
|Trust Deed Updated||Date Trust Deed was updated|
|The Tax File Number issued by the Taxation Office.|
|The Australian Business Number for this trust. This is an 11 digit number.|
|Upload a Trust Deed by selecting Upload Document.|
* indicates a mandatory field
The following fields are also available if you wish to record more information about the Trust:
|Incorporation Place||Enter the State and/or Country|
|Legal Ownership||Enter the Percentage of ownership|
|Client Number||Any internal client number or code|
|Controlled Entity||Name of Controlling entity|
|Trust ARSN||Australian Registered Scheme Number|
|Trust Description / Purpose||A brief summary of the Trust|
|Tax Entity Type||
Entity type for Tax Purposes
|Income Tax Consolidation Group||See ATO Website|
|Date Joined/Left||Date joined/left Consolidation group|
|GST Group||See ATO Website|
|Date Joined/Left||Date joined/left GST group|
|Other Tax Information / Purpose||Any other tax information related to the Trust|
|Termination||The date ended related to the other tax information/purpose|
To add a new relationship, click
- Business Name
- Investment Advisor
Under Events tab, you can now update all asset transactions, liability, gifting, income, and expense transactions for a trust. click Edit under Options to update any events.
For details, see Trust Events.
Under Documents tab, users can view and upload all documents for a Trust.
For details, see Trust Documents.