This article will take you through how to load in beneficiaries for a Trust entity. This tab is where you enter the details of up to 15 Beneficiaries or Trustees of a Trust.
This tab is only applicable for Trust
- This column will either validate or provide information on the row that follows it
- The details of the beneficiaries should be entered here (When you select the beneficiary type, the required fields will highlight in pink)
- This is where the address information should be entered (None of the address fields are mandatory)
- You must enter a beneficiary number, while the TFN field is optional
If you have a pre-16/12/09 Unpaid Present Entitlements that you would like to separate from other entitlement, you should create this as an additional beneficiary here.
Review the Reserves Tab.