This article will demonstrate how a Trust can be added as a Contact from a new screen in Simple Fund 360.
From the Main Toolbar, Navigate to Settings. |
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Select Contacts (beta) from the list. |
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Select Add Contact and the Create New Contact sub screen will appear, where Trust can be selected. |
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Input the following information on the
page prompted.

Trust Information | Explanation |
Name | Input the Trust name (note this field is mandatory) |
ABN | Input the Australian Business Number |
TFN | Input the Tax File Number |
Establishment Date | Key in or select from the calendar the date when the Trust was established |
Address | Input an address for the Trust |
Select to finalise.
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