How Can an Existing User Register for Family Trust Engagement

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  Step 1: Log in to Synkli App

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  Step 2: Click on ‘Onboarding’ and then on ‘Start Your Journey!’.

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  Step 3: Now, the user is to answer the purpose of his/her visit and explain the entity's nature; like in the present case, we select family trust engagement.

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  Step 4: Upon selecting the family trust engagement, the user may see two scenarios, i.e. ‘Match Found’ and ‘Match Not Found’.
  
  ‘Profile Not Found’ means the database searches for a possible match based on the related entities available in the individual profile.

Scenario 1: Match Found

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  A new screen with multiple profile will appear. The user will select any profile and review it for changes if needed.

Scenario 2: Match Not Found

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  A new screen will open asking for ‘some other information’, click ‘continue’.

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  The app will now ask for ABN, TFN and ACN details. Upon reviewing the database with these details, the user will be instructed to contact the accountant for verification if a possible match is found.

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  When a match is not found, the user opens the family trust engagement form and fills out all the relevant fields.