Create a SMSF, Company or Trust (Relationships)
We recommend creating the individual contact prior to creating the related entity. Once the contacts are created, then link the two together.
Within Contacts, select the plus icon to create a new contact.
Select the client type - SMSF, Company or Trust.
Input as much information as you have, select Create.
Input the Name and Trustee Type/Type.
Add relationships (link Client and Entity)
Once an SMSF, Company or Trust contact has been created, it's time to assign the members, trustees, directors by linking the individual under the Relationships tab.
Entity Contact
Within the Entity contact, navigate to the Relationships tab. (Picture 1)
Unselect the New tickbox, to allow the search option to appear. Search for the individual client.
In the Role field, select one of the following:
Member
Trustee
Director
(Picture 2)
Individual Contact
Navigate to the Individual Contact > Relationships tab.
You will notice the entity is marked as "Not Tagged". Edit this and add the Tag such as SMSF, Company or Trust.
(Picture 3)