Declaration of Distributions Resolution (unit trust)
Document created for Distributions
Users have the option to include signing lines into two columns for Resolutions. Navigate to options besides the document in Document Production, to toggle on the feature.
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
|
Trust Name |
${dodr_trustName} | Entered into the Trust Name field in the Trust screen. |
|
Trustee Name |
${dodr_trusteeName} |
Entered into the Trustee field in the Trustee details tab. |
|
Name of the Trustee |
${dodr_resolutionTrusteeNames} |
Entered into the Trustee field in the Trustee details tab. Note: If this contact type is a joint member, the representatives will display individually. |
|
Name of the Trustee in proper case |
${dodr_resolutionTrusteeNamesProperCase} |
Entered into the Trustee field in the Trustee details tab. Note: If this contact type is a joint member, the representatives will display individually. |
|
ACN/ARBN |
${dodr_trusteeNumber} |
The Trustee's ACN. Entered into the Company Number field in the General Details screen for a company trustee. Entered into the ACN field in the Contact screen for a contact trustee. |
|
Meeting Address |
${dodr_meetingAddress} |
The meeting address entered into the Addresses screen for a company trustee. Entered into the Address field in the Contact screen for a contact trustee. |
| Signing Date |
${dodr_dateSigned} |
In the Document Production screen, click Options beside the document. |
| Document Type |
${dodr_documentName} |
Name of the document from the Document Production screen. |
| Attending Directors |
${attendingDirectorsNames} |
The Directors entered into the Officers screen for a company trustee. |
| Attending Secretaries | ${attendingSecretariesNames} | The Secretaries entered into the Officers screen for a company trustee. |
| Unit Type | ${dodr_securityType} | The Unit description appearing in the Trust screen. |
| Date Declared | ${dodr_dateDeclared} | Date declared input when entering the Distribution information |
| Amount Paid per share | ${dodr_amtPerShare} | Amount Paid per share input when entering the Distribution information |
| Distribution Type | ${dodr_securityDistributionType} | Distribution Type input when entering the Distribution information |
| Payment Type | ${dodr_paymentType} | Payment Type input when entering the Distribution information |
| Payment date | ${dodr_paymentDate} | Payment date input when entering the Distribution information |
| Chairperson name |
${dodr_chairpersonName} |
The Default chairperson can be selected from the Officers screen when the trustee is a Company. Select Chairperson in the Meeting field. |
| Applicant Name |
${dodr_resolutionDirectorsNames} |
All Current Directors appearing in the Officers screen. |
| Meeting address in multi line | ${dodr_meetingAddressMultiLine} |
The meeting address entered into the Addresses screen Entered into the Address field in the Contact screen for a contact trustee. |
| Meeting address in multi line and all in capitals | ${dodr_meetingAddressMultiLineAllCaps} |
The meeting address entered into the Addresses screen Entered into the Address field in the Contact screen for a contact trustee. |
| Meeting address in multi line and proper case | ${dodr_meetingAddressMultiLineProperCase} |
The meeting address entered into the Addresses screen Entered into the Address field in the Contact screen for a contact trustee. |
| Meeting address in multi line and proper case and suburb is capitalised | ${dodr_meetingAddressMultiLineProperCaseSuburbCapitalised} |
The meeting address entered into the Addresses screen Entered into the Address field in the Contact screen for a contact trustee. |
|
Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen
|
|
Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
| Annual review date | ${companyAnnualReviewDate} | Annual Review date appearing in the General Details |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
| Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
| Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
| Date Long Form no day |
${DLF_ND2}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
| Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
|
Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |