This article will guide you through the corporate trustee tab of the Excel Fund Loader. The Corporate Trustee tab is where you enter the details of the Corporate Trustee where required.
This tab is only applicable for SMSF and Trust.
- This column will either validate or provide information on the row that follows it
- Details of the corporate trustee. The Trustee name is a mandatory field, and the ABN, ACN & TFN will be validated for correctness
- Enter the address details here. None of the address details are mandatory fields
Review the Non Member Trustee tab.