Overview
Instantly create trusts and Companies in Simple Invest 360 with our CAS 360 integration.
Trust and Company data from CAS 360 can now be imported into Simple Invest 360.
Requirements
- The search function will be available only if your firm has a current subscription to CAS 360.
- Only existing Trusts and Companies added to CAS 360 will be displayed in search results.
How does this work?
An Import from CAS 360 button will now display when creating new entities in Simple Invest 360.
1. From the Main Toolbar, select Home then click Entity Setup
2. Select the Entity Type as either Trust or Company
3. Under Import from CAS 360 click
A search bar will display allowing you to pick from an existing company or trust in your CAS 360.
4. Select the desired Trust or Company from the search results.
5. Ensure the remaining details for the entity are correct, then click Create Trust/Company:
Simple Invest 360 will then scan the CAS 360 entity, importing the necessary details and displaying them in a popup window for review:
To create the entity, click Import from CAS 360.
What Information is Imported?
Once the Company/trust is selected and created, Simple Invest 360 will upload the following information from CAS 360:
Trusts
- Trust Name
- ABN
- Trust Type
- Formed Date
- Postal Address
- Physical Address
- Trust Relationships
- Beneficiaries / Unitholders
- Unitholdings
Companies
- Company Name
- ACN
- ABN
- Incorporation Date
- Postal Address
- Physical Address
- Company Relationships
- Shareholders
- Shareholdings