Updating the Trustee of a Trust (from Individual to Corporate) via Tax Agent Portal

Curriculum

18 Sections
10 Lessons
10 Weeks

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1. Go to https://www.abr.gov.au/tax-professionals
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2. Click on the “For Tax Professionals” tab, and then click on “Update your client’s ABN details”
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3. Click Log in to Tax Professional Services
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4. Login using Virna’s email – virnawhite@gmail.com > login
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(You will be directed to a page where there is a CODE, give this to Virna for verification)
5. Once Logged in, tick on Wealth Safe Pty Ltd (under Businesses I can act for) > Continue
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6. On the Left side under For My Clients > Click VIEW/UPDATE ABN RECORD
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7. Enter ABN of the client (refer from the form or client’s details) > click SEARCH
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8. On the ABN SUMMARY page > Click ASSOCIATES (found at the right side of the page)
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9. Click MANAGE ASSOCIATES
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10. Click on +ADD ASSOCIATED ORGANISATION
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11. Add the details of the corporate trustee/company (same with the application of ABR/TFN online)
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12. Tick the DELETE BOX beside the name of the Individual Trustee
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- 12.1
  Click DELETE SELECTED >
- 12.2
  Are you sure you wish to delete the selected associates? Click YES > Click NEXT
13. Declaration > Tick > Tick this box to sign this declaration with the digital credentials you used to log in. > SUBMIT
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14. Confirmation that the ABN record has been updated will be shown
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15. Print Page as PDF and save in client folder> File name: \"YYMMDD ABN UPDATE – The Trustee for Name of Trust\"
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16. To check, CLICK on VIEW/UPDATE ABN RECORD again and ENTER THE ABN OF THE CLIENT > Search
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17. Click > PRINT CLIENT DETAILS and save in client folder> File name: \"YYMMDD ABN DETAILS – The Trustee for Name of Trust\"
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Video Training
1 Item
- 18.1

Updating the Trustee of a Trust (from Individual to Corporate) via Tax Agent Portal 18 Sections10 Lessons10 Weeks

Curriculum

Wealth Preservation Strategies

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