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  1. Simple Invest 360
  2. Trusts

Trusts

Setup

  • Contributions for a Testamentary Trust
  • How to set up Opening Balances for Beneficiary Accounts
  • Setting up a Partnership
  • Opening Balances - How to Setup a Trust

Period Compliance

  • Validation Error - CMN.ATO.TRT.432748
  • Amend the Trust Tax Return
  • The Trust Tax Return
  • Trust Tax Return Reconciliation
  • Tax Labels for Trusts
  • Distributions for non-taxable Trusts
See all 10 articles

Beneficiaries

  • Transfer Units between Unitholders
  • Reconciling Beneficiary Reports
  • 58300 - Subscribed Units
  • Beneficiaries Screen
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