Trusts

Setup

• Trust Details
• Opening Balances - How to Setup a Share Trading Entity
• 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

• Inter-Entity Distribution Journals for Beneficiary Entities
• Trust Annual Return Rounding Reconciliation Process
• Validation Error - CMN.ATO.TRT.432748
• Amend the Trust Tax Return
• The Trust Tax Return
• Trust Tax Return Reconciliation

See all 12 articles

Beneficiaries

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