Simplify your life with CAS 360! With automated annual return alerts, seamless document delivery, digital signing and complete trust management.
Important
Users are able to add an unlimited amount of trusts in CAS 360 as trusts are not counted to your company subscription numbers.
Navigation
| From the Main toolbar navigate to Trust |
The Trust Selection screen enables you to create, select or review all trusts created in CAS 360.
Trusts Filters
From the Trust Selection screen, the Advanced Filters allows you to instantly refine your search results:
Filter |
Explanation |
|---|---|
| Bare Trust | Display all Bare Trusts. |
| Discretionary Trust | Display all Discretionary Trusts. |
| Hybrid Trust | Display all Hybrid Trusts. |
| Unit Trust | Displays all Unit Trusts. |
| Labels | In CAS 360 each trust can have multiple labels. This allows for greater reporting across trusts and is also a key aspect of user rights and document templates in CAS 360. See Company Labels for more information. |
How to Add a Trust
To add in a new trust to CAS 360, navigate to the Trust Selection Screen, and select Add Trust +
Alternatively, quickly import trust data using the CAS 360 Trust Import Template. For more information, click here.
How to Select a Trust
To select a Trust that has been previously set up in CAS 360, simply search and click on the Trust Name from the list.
This will allow you to input or review the following trust information:
- Trust Details
- Other Details
- Tax Details
- Relationships
- Beneficiaries/Unitholders
- Trust Events
- Trust Documents
Trust Details
Input or update the Trust Details
| Trust Name | The Trust name. Users can change the trust name by selecting a previously added contact from the Global Contact screen, or add a new trust contact to CAS 360 by selecting "Click + to add new..." |
| Previous Trust Name | Begin typing the Previous Trust name. CAS 360 will begin searching the Global Contact for the Trust. If the Trust has not been previously added to the Global Contact screen, "Click + to add new..." |
| Trust Type | Either Unit, Discretionary, Hybrid or Bare. |
| Meeting Address | Select a previously added address from the Global Addresses screen, or add a new address to CAS 360 by clicking "Click + to add new..." |
| Trust Formed | Date the Trust was created |
| Future Vesting Date | Date the trust will conclude or wind up |
| Trust Deed Issued | Date Trust Deed was issued |
| Trust Deed Updated | Date Trust Deed was updated |
| Trust Deed |
Users have the ability to upload and save the trust deed in CAS 360. To upload the trust deed, click Upload Document. Once the Trust Deed is uploaded, users will be able to view the uploaded document onscreen. Click Options:
|
Other Details
The following fields are also available if you wish to record more information about the Trust:
| Incorporation Place | Enter the State and/or Country |
| Legal Ownership | Enter the Percentage of ownership |
| Client Number | Any internal client number or code |
| Reference Number | Any internal reference number |
| Controlled Entity | Name of Controlling entity |
| Trust Description / Purpose | A brief summary of the Trust |
Tax Details
Input any tax details about the trust if required.
- Settlor
- Appointor
- Trustee
- Accountant
- Alternate Appointer
- Auditor
- Bank
- Business Name
- Investment Advisor
- Lawyer
- Liquidator
Click Save.
Beneficiaries/Unitholders
For Unit and Hybrid Trusts, add any unit transactions. See Trust Unitholders
For Discretionary, Hybrid and Bare Trusts, add any beneficiaries. See Trust Beneficiaries
With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, gifting, income, and expense transactions for a trust.
See Trust Events
The CAS 360 Trust Documents screen allows users to view all documents for a Trust.
See Trust Documents
Trust Filters
From the Trust Selection screen, select Filter Columns to select which information appears on the screen:
The following columns can be selected:
- Trust Name (Always enabled)
- Trust Type (Always enabled)
- Trustee
- Jurisdiction
- Alerts
- Formed Date
- Labels
- Notes
- Option (Always enabled)
Additionally, the Advanced Filters allows you to instantly refine your search results:
Additional Options
From the Trust Selection screen, select Options to:
- Edit the trust (Trust Name, Trust Type, Trust Formed Date, Meeting Address, and Label)
- Deactivate the Trust. Deactivated trusts can be restored.
- Generate the Trust Report.
Trusts do not count towards your Company Subscription count. Only companies added to the 'Company Selection' screen will count towards your subscription.