Beneficiaries

https://help.myob.com/wiki/x/0bRqAg

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The Beneficiaries tab displays current and former beneficiaries for the trust.

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

Beneficiaries register

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

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

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.

Related topics

Organisation