Trust Distribution with CAS 360
As 30 June quickly approaches, we enter the familiar and sometimes frantic phase of the year where tax planning becomes front & centre.
Reviewing family groups, company performance, and projecting how they might end the year, enables firms with the opportunity to plan, and ensure their clients are in the best tax position possible.
But did you know that you could be generating all your Trust Distribution statements from CAS 360?
Recently we ran a webinar on the benefits of managing your Trusts in the software. The ability to generate unit registers, unit certificates, capture trust events, and most importantly for this time of year, generate your distribution statements and declaration of distribution.
In order to get your trusts into CAS 360, you have the option of manually setting them up, however, if you’re also managing the corporate trustee for the trust in CAS 360, the beneficiary details, addresses etc, will already be in your software, so it will make adding these details a breeze.
Alternatively, we have a template that can be downloaded, you then provide us with the details for all your trusts, and we will complete a bulk import into CAS 360 for you.
The document templates are customisable also, so once your trusts are in, you are able to download the template and adjust as necessary, personalising the content and the experience for your clients.
Dividend statements can also be prepared from within CAS 360, another wonderful tool to be utilising at this time of year if you have companies declaring year-end dividends.
With both of these options, you can also enable the use of Digital signing, using either DocuSign or Adobe sign, both integrated with CAS 360.
If you didn’t get the chance to catch the Trust Distribution with CAS 360 webinar, check it out >>>