How to Add a Trust as a Contact ?

This article will demonstrate how a Trust can be added as a Contact from a new screen in Simple Fund 360.  

From the Main Toolbar, Navigate to Settings.
Select Contacts (beta) from the list.
Select Add Contact and the Create New Contact sub screen will appear, where Trust can be selected.

Input the following information on the page prompted.

Trust Information	Explanation
Name	Input the Trust name (note this field is mandatory)
ABN	Input the Australian Business Number
TFN	Input the Tax File Number
Establishment Date	Key in or select from the calendar the date when the Trust was established
Address	Input an address for the Trust

Select  to finalise.

 

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