How Can a New User Register for Family Trust Engagement

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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.

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.

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.