Navigation to the Contacts screen
| From the Main Toolbar, go to Settings. | |
| Select Contacts (beta) from the list. | ![]() |
How to add a Company
1. Select
and the Adding a Type of Contact sub screen will appear.
2. Select Company.

3. The Create Company Contact screen will appear. Input the following information:
| Company Information | Explanation |
| Company Name | Input the Company name |
| Contact Phone | Input the contact number for the Company |
| Contact Email | Input the contact email for the Company |
| ACN | Input the Australian Company Number |
| ABN | Input the Australian Business Number |
| Address | Input the Company address |
| Suburb/Town | Input the suburb |
| State | Input the state |
| Post Code | Input the Post Code |
| Country | Input the Country |
4. Click ![]()
5. To attach Officer(s) and/or Shareholders to the company select the created company from the contact screen. Once selected, navigate to the relationships tab.

You can search for an existing contact by selecting the + icon below the relationship type you want to add.

Once a contact is selected, Simple Fund 360 will automatically save your selection.
Adding a Corporate Trustee
1. Select
and the Adding a Type of Contact sub screen will appear.
2. Select Company.

3. The Create Company Contact screen will appear. Input the following information:
| Company Information | Explanation |
| Company Name | Input the Company name |
| Contact Phone | Input the contact number for the Company |
| Contact Email | Input the contact email for the Company |
| ACN | Input the Australian Company Number |
| ABN | Input the Australian Business Number |
| Address | Input the Company address |
| Suburb/Town | Input the suburb |
| State | Input the state |
| Post Code | Input the Post Code |
| Country | Input the Country |
4. Click ![]()
5. To attach Officer(s) and/or Shareholders to the company select the created company from the contact screen. Once selected, navigate to the relationships tab.

You can search for an existing contact by selecting the + icon below the relationship type you want to add.

Once a contact is selected, Simple Fund 360 will automatically save your selection.

