Trustees - AU

https://help.myob.com/wiki/x/A5dqAg

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The Trustees tab displays current and former trustees for the trust.

There can be multiple trustees of a trust made up of individual people or a company (corporate trustee). The trustee's role is to hold the trust property for the benefit of the beneficiaries.

A trustee can also be a beneficiary, but they can't be the only beneficiary unless there are multiple trustees.

To add a trustee

Select a client on My List and click Corporate admin.
Click the Trustees tab.
Under Trustees, click Add trustee. The Search for trustee field appears.
Enter the name of a contact to add as a trustee
or
Click Create new contact and fill in the details.

To edit a trustee

Select a client from My List and click Corporate Admin.
Click the Beneficiaries tab.
Click the icon for the beneficiary and choose Edit beneficiary.

To remove a trustee

Select a client from My List and click Corporate Admin.
Click the Beneficiaries tab.
Click the icon for the beneficiary and choose Delete beneficiary.

Trustee register

The Trustee register lists all current and former trustees and details, including:

the Start date, when the trustee was first appointed
the End date, where the trustee ceased being a trustee
the Type of trustee — corporate or individual
the Address of the trustee.

To maintain an accurate history of trustees, you can add the details of former trustees as a historical entry.

To add a historical entry to the Trustee register

Click Add historical entry located at the end of the Trustee register. The Search for trustee field appears.
Enter the name of the trustee and click on their name to add
or
Click Create new contact, fill in their details and click Add trustee.

In this section

Managing a trust - AU
- Beneficiaries - AU
- Trustees - AU

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Trustee register

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