Trust Distribution Minutes

Suzanne Dwyer

• 19 March 2024 02:17

Does anyone use CAS360 to prepare annual Trust Distribution Minutes? 
If so, how do you do it?  From what I can see, it doesn't cater for different streaming types and I can only use % or $ - not a mix.

 

0

• Official comment

  

  Andre Jones

  • 19 March 2024 04:00
  • Edited

  Hello Suzanne, 
  Thank you for getting in touch today. 
  If you are creating a Discretionary Trust Distribution, CAS360 allows multiple streaming types to be entered.
  To add another streaming type, please select the + Icon in the top right corner, a selection of different streaming types will drop down.    
  

  To answer your second question regarding entering the distribution amount.  
  If you would like to enter a mixture of % and $ amounts you will need the Distribution Type to be selected as Free Text. Otherwise, CAS360 will require the Distribution amounts to be only $ or % amounts. 
   
  Please let me know how you go with this. 

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