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The Beneficiaries tab lets you add, view and manage beneficiaries of a trust.
A trust must have at least one beneficiary at all times.
To search for a contact, start typing their name in the field. A list of matching contacts in MYOB Practice displays.
Select the contact. If there's no matching contact, click Create new contact to add them. They'll also be added to your MYOB Practice contacts list.
Enter the unit allotment details in the relevant columns.
The Beneficiaries register lists all current and former beneficiaries and details, including:
To maintain an accurate history of beneficiaries, you can add the details of former beneficiaries as a historical entry.
Enter the name of the beneficiary and click on their name to add.orClick Create new contact, fill in their details and click Add beneficiary.
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Copyright © 2023 MYOB Technology Pty Ltd. This help is a guide only, provided in accordance with our legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.