How Can an Existing User Register for Family Trust Engagement
In family trust engagement, users will find clear, step-by-step instructions for gaining verification status after submitting all required details via the Synkli App. Let's dig into the details:
- Step 1: Log in to Synkli App

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

- 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.

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

Scenario 2: Match Not Found
- A new screen will open asking for ‘some other information’, click ‘continue’.

- 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.

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