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Create a SMSF, Company or Trust

Create a SMSF, Company or Trust (Relationships)

First create your individual client/partner in DASH

Create the SMSF, Company or Trust

  1. Within the client record, navigate to the Relationships tab

  2. Select the plus icon below the individual box

  3. Choose the relationship label, for example if you are creating an SMSF, choose Director of, Member of, Trustee of. Then to create the new entity, select Create New

  4. Then select the entity type and input the name. If this applies to the partner also, select the "Add to Partner" box. Select Add

  1. The new entity and relationship has now been made.

  1. You can navigate to that specific entity, by selection the tile and the arrow icon

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