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Norman Michael

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Recent activity by Norman Michael

  • Trust Events

    With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, gifting, income, and expense transactions for a trust.Navigation From the Main toolbar navig...

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  • Trust Selection

    Simplify your life with CAS 360! With automated annual return alerts, seamless document delivery, digital signing and complete trust management. Important Users are able to add an unlimited amoun...

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  • How to add relationships to a Trust

    Users are able to add multiple relationships to a Trust. This can be done from within the Trust. Users will first need to navigate to the Relationships tab.Multiple users can be added by clicking o...

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  • Trust Beneficiaries

    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 anot...

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  • Register of Trust Relationships

    Overview The Register of Trust Relationships lists all the relationships added for a Trust.   Instructions From the Main Toolbar, navigate to Reports Select Register of Trust Rela...

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  • Trust Import Spreadsheet Template

    OverviewAdding Trusts to CAS 360 has never been easier!Introducing the Trust Import Spreadsheet Template. This template allows you to quickly enter your trusts into CAS 360 with its straightforward...

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  • Discretionary Trust Distributions

    Details For trusts, a Distribution is a payment made to the Trust Beneficiaries or Unitholders.  In CAS 360, Distributions can be added to Discretionary Trusts. For more information on Unit Trust ...

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  • Unit Trust Distributions

    Details For trusts, a Distribution is a payment made to the Trust Unitholders or Beneficiaries. In CAS 360, Distributions can be added to Unit Trusts. For more information on Discretionary Trust ...

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  • Register of Members/Shareholders

    Overview A Register which displays company shareholders (past or present). Instructions From the Main Toolbar, navigate to Reports Select Register of Members. CAS 360 will display t...

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  • MyBGL Payment Details

    Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand corner of the application: If you are unable to access MyBGL via the app switcher, your role...

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