Christopher Banks

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Articles

Recent activity by Christopher Banks Recent activity Votes

  • Trusts / Companies / Individuals Transfer

    1. General
    2. Support Queries

    Simple Invest 360 allows an entity transfer from one firm's Simple Invest 360 Subscription to another active Simple Invest 360 Subscription. This process will not remove the Entity from the current...

    • Christopher Banks
    • Updated
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  • Trust Income Schedule Reconciliation

    1. Reporting
    2. Work Paper Reports

    Introduction Trust Income Schedule Reconciliation is designed to assist users with Trust income reconciliations for annual returns. Navigation Navigate to Reports from the Main toolbar on the l...

    • Christopher Banks
    • Updated
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  • Division 7A loans

    1. Companies
    2. Period Compliance

    Overview The Division 7A loans page is a new feature of Simple Invest 360, designed to assist in the managing of Division 7A loans to shareholders or other close contacts. Division 7A Loans are lo...

    • Christopher Banks
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