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The Help Centre
The element 'BeneficiaryDistributionItems' has incomplete content
How to process off market transfer in Personal
Error message showing up when click on Save on Prior Year Operating Statement
Add new expense type "donations" on Prior year Operating Statement
How to treat different classes of units
How to take up a corporate trustee for a Class Trust upload via the Fund Loader
How many beneficiaries can be added to Class Trust?
How do I transfer my Trusts in Class Portfolio to Class Trust?
How to identify a beneficiary as a minor
Beneficiary as a foreign resident
Trustee paying tax at marginal rate
How to move units from one unit holder to another
How to convert an existing Trust to a Unit Trust
Rounding for Statement of Net Income Report
How to record a legal personal representative for the deceased Estate
Trust tax return: source of information reported at expense items
Trust tax return: source of information reported at income items
Types of Trust
How to enter unit holding details for take-on trust
How to make Unpaid Present Entitlements (UPE) show under Equity
How to add an Individual Trustee for a Trust
On-demand training courses and webinars to help you get the most from Class.