Declaration of Distribution Resolution (Discretionary Trust)
Document created for Add Trust 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? |
| Document Name |
${trm_documentName} |
Name of the document as displayed in the Document Production screen |
| Signing Date |
${trm_dateSigned} |
Date can be changed in the Document Production screen |
| Registered Address of the trustee. Company Registered Address if the company is the trustee. Address of the contact if the contact is the trustee. |
${trm_meetingAddress} |
The Registered Office address entered into the Addresses screen |
| Company Number of Trustee |
${trm_trusteeNumber} |
Entered into the Company Number field in the General Details screen. |
| Name of Trustee |
${trm_trusteeName} |
Entered into the Company Name field in the General Details screen. |
| Name of Trust |
${trm_trustName} |
Name of the Trust entered into the Relationships screen |
| Directors Names |
${trm_resolutionDirectorsNames} |
|
| Contact Names |
${trm_resolutionContactsNames} |
|
| Resolution Date |
${trm_resolutionDate} |
|
| Chairperson Name |
${trm_chairpersonName} |
|
| Directors Names |
${trm_attendingDirectorsNames} |
|
| Contacts Names |
${trm_attendingContactsNames} |
|
| Secretaries Names |
${trm_attendingSecretariesNames} |
|
| Dividends - Franked | ${dd_dividendsFranked} | Amount entered in the Distribution screen |
| Dividends - Unfranked | ${dd_dividendsUnfranked} | Amount entered in the Distribution screen |
| Gross Interest | ${dd_grossInterest} | Amount entered in the Distribution screen |
| Other Income | ${dd_otherIncome} | Amount entered in the Distribution screen |
| Less Other Allowable Deductions | ${dd_lOAllowDeductions} | Amount entered in the Distribution screen |
| Discount Capital Gains | ${dd_discountCapGain} | Amount entered in the Distribution screen |
| Capital Gain Concession Amount | ${dd_capGainConcessionAmount} | Amount entered in the Distribution screen |
| Capital Gain Indexation Method | ${dd_capGainIndexMethod} | Amount entered in the Distribution screen |
| Capital Gain Other Method | ${dd_capGainOtherMethod} | Amount entered in the Distribution screen |
| Foreign Discount Capital Gains | ${dd_forDisCapGain} | Amount entered in the Distribution screen |
| Foreign Capital Gain Indexation Method | ${dd_forCapGainIndexMethod} | Amount entered in the Distribution screen |
| Foreign Capital Gain Other Method | ${dd_forCapGainOtherMethod} | Amount entered in the Distribution screen |
| Assessable Foreign Source Income | ${dd_assessableForeignSourceIncome} | Amount entered in the Distribution screen |
| Foreign Income Tax Paid | ${dd_forIncomeTaxPaid} | Amount entered in the Distribution screen |
| Australian Franking Credits from NZ Company | ${dd_ausFrankingCreditsFromNZ} | Amount entered in the Distribution screen |
| Other Net Foreign Source Income | ${dd_otherNetForeignSourceIncome} | Amount entered in the Distribution screen |
| Tax Exempt Amounts | ${dd_taxExemptAmounts} | Amount entered in the Distribution screen |
| Tax Free Amounts | ${dd_taxFreeAmounts} | Amount entered in the Distribution screen |
| Tax Deferred Amounts | ${dd_taxDeferredAmounts} | Amount entered in the Distribution screen |
| AMIT Cost Base Net Increase Amount / Shortfall | ${dd_amitCostBaseNetIncrease} | Amount entered in the Distribution screen |
| AMIT Cost Base Net Decrease Amount / Excess | ${dd_amitCostBaseNetDecrease} | Amount entered in the Distribution screen |
| TFN Amount Withheld | ${dd_tfnAmountWithheld} | Amount entered in the Distribution screen |
| Corpus Distribution | ${dd_corpusDistribution} | Amount entered in the Distribution screen |
| Other Expenses | ${dd_otherExpenses} | Amount entered in the Distribution screen |
| Total | ${dd_total} | Amount entered in the Distribution screen |
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 |