Andre Jones
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Recent activity by Andre Jones-
Detailed Statement of Financial Position
Overview The Detailed Statement of Financial Position provides comprehensive information of each: Investment Asset Liability This gives a further breakdown of the accounts of the fund and ident...
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Custom Report Titles
Overview Easily change the name of reports within Simple Invest 360. Follow these simple steps to update your report names quickly and efficiently. The following reports can have the name changed...
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Entity Dashboard
Welcome to the Entity Dashboard The Entity Dashboard is the landing page for each entity, providing you with a complete entity overview: Trust / Company / Individual Details Benficaries / Shareh...
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Family Trust Election
Overview A Family Trust Election (FTE) can be created and lodged within Simple Invest 360, there are two options to lodge the FTE. The FTE can be lodged with the Trust's tax return or lodged separa...
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Trust Income Schedule - Trusts
Overview From the 2024 income year, if a Trust receives one or more distributions from trusts, including (ETFs, Managed Funds, & Stapled Securities), you must complete and attach a Trust income s...
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Trust Income Schedule - Companies
Overview From the 2024 income year, if a Company receives one or more distributions from trusts, including (ETFs, Managed Funds, & Stapled Securities), you must complete and attach a Trust income...
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Vesting a trust
Overview Vesting a trust may require disposing of all of the trust's assets to beneficiaries so that none remain. The process of a trust vesting will be specified in the trust's deed. This articl...
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How to use Simple Invest 360 as an Investment Tracker
Overview Simple Invest 360 can track your investments while utilizing the full benefits built-in within Simple Invest 360. How to set up In order to set up the Simple Invest 360 Entity to become...
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How to use the CGT register
Overview The CGT Register page assists users in determining which CGT transactions in the general ledger relate to which investment parcels. This page is designed to provide insight into which CGT...
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Trust Details
Note: The below instructions relate to viewing and editing Trust details. Companies and Individual entities can be accessed using a similar process. Trust Details in Simple Invest 360 The Trust D...