Beneficiaries

https://help.myob.com/wiki/x/1LRqAg

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The Beneficiaries tab lets you add, view and manage beneficiaries of a trust.

Select a client from My List and click Corporate Admin.
Click the Beneficiaries tab.
Click Add beneficiary located at the end of the current beneficiaries list.
Select the beneficiary from the list of contacts:
1. To search for a contact, start typing their name in the field. A list of matching contacts in MYOB Practice displays.
2. 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.

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

Related topics

Organisation

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