Details

When a Discretionary, Bare or Hybrid Trust has been set up in CAS 360 you will be able to add the Trust Beneficiaries. 

A trust beneficiary can be a person, a company or the trustee of another trust. Beneficiaries may have an entitlement to trust income or capital that is set out in the trust deed or they may acquire an entitlement because the trustee exercises a discretion to pay income or capital.

Navigation

From the Main Toolbar, go to Trust

To create trust, see adding a trust for more information.

Select the Beneficiaries tab and click 

Beneficiaries	Under Beneficiaries begin typing the name. CAS 360 will begin searching the Global Contact screen for the contact. If the contact has not been previously added to the Global Contact screen, Click to add a new contact.
Date Commenced	Date the Contact began being a Beneficiary for the trust
Date Ceased	Date the Contact ceased being a Beneficiary for the trust
	Click to add more beneficiaries
Bin	Click to delete the beneficiary.

Beneficiary Details

Under the Beneficiary column, hover your cursor over the information icon . Users will be able to instantly see the Beneficiary.

To edit any of these details, select

To generate the Register of Beneficiaries, select the print toggle next to the beneficiaries desired, then click .

Forms Prepared

CAS 360 will display the Document Production screen and automatically select the documents required:

• Trustee Minutes or Resolution
• Register of Beneficiaries

Edit the settings as desired then select Download All or Send All to finish processing the documents.