Trusts

  • Discretionary Trust Distributions

    Details For trusts, a Distribution is a payment made to the Trust Beneficiaries or Unitholders.  In CAS 3...

  • How to add a Trust

    From the Main Toolbar, go to Trust. Click Select Add New Trust CAS 360 will now display the Add Trus...

  • 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 wil...

  • Public Officer - Trusts

    Overview A public-officer relationship can now be added to Trust.  Navigation From the Main Toolbar, g...

  • Trust Administration

    OverviewThe trust administration screen allows for the recording of all additional non-financial transacti...

  • 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 Documents

    Overview The CAS 360 Trust Documents screen allows users to view all documents specific to the trust sele...

  • Trust Events

    With CAS 360's Trust Events Screen, you can now store and record all asset transactions, liability, giftin...

  • Trust Import Spreadsheet Template

    OverviewAdding Trusts to CAS 360 has never been easier!Introducing the Trust Import Spreadsheet Template. ...

  • Trust Selection

    Simplify your life with CAS 360! With automated annual return alerts, seamless document delivery, digital...

  • Trust Unitholders

    Details In CAS 360, Unitholders can be added to Unit and Hybrid Trusts. A unitholder is a beneficiary and ...

  • Unit Trust Distributions

    Details For trusts, a Distribution is a payment made to the Trust Unitholders or Beneficiaries. In CAS 3...