How Can a New User Register for Family Trust Engagement

This guide will walk you through registering for Family Trust Engagement using the Synkli mobile app. Let’s follow the simple steps for profile setup.

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    Step 1: Download the Synkli App on your device.

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    Step 2: Access the login screen and find the ‘Create Account’ option at the bottom.
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    Step 3: Tap ‘Create Account’ to start the registration process. Enter your personal information, and click the ‘Sign Up’ button.
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    Step 4:

    • Email Verification: An email will be sent to the user’s email address provided during registration. Find the six-digit verification code and enter it in the app to complete the verification step.
    • Phone Verification: A message will be sent to the user’s provided phone number after email verification. Find the six-digit verification code and enter it in the app to complete the phone verification step.
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    Step 5: A ‘Registration Successful’ screen will appear. Click, continue. Now, the user will be asked to choose an accountant first.
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    Step 6:

    • Once you select your preferred accountant, the user will be directed to the ‘choose the purpose of your visit today’ screen.
    • 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 7: 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.
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Scenario 1: Match Found

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