---
title: Trust Management | Help Center
description: Trust Management
---
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1. [Help Center](https://support.connectworks.com/)
2. [Trust Management](https://support.connectworks.com/trust-management)
# Trust Management
## GETTING STARTED WITH TRUSTS
- [Trust set up (individual trust - start to finish)](https://support.connectworks.com/5725208-trust-set-up-individual-trust-start-to-finish)
- [Trust set up (Importing from Xero Practice Manager)](https://support.connectworks.com/6226692-importing-a-trust-from-xero-practice-manager)
- [Set up the Trust Profile](https://support.connectworks.com/5740836-set-up-the-trust-profile)
- [How to Edit Trust Profiles](https://support.connectworks.com/5677778-how-to-edit-trust-profiles)
- [IR Reporting for Trusts in Connectworks](https://support.connectworks.com/6552037-ir-reporting-for-trusts-in-connectworks)
- [Meeting the Trust Act 2019 record-keeping requirements with Connectworks](https://support.connectworks.com/5678329-meeting-the-trust-act-2019-record-keeping-requirements-with-connectworks)
- [Trusts Act 2019 - Trust record keeping requirements](https://support.connectworks.com/5678348-trusts-act-2019-trust-record-keeping-requirements)
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## ASSOCIATED PARTIES (TRUSTS)
- [Adding associated parties to entity profiles](https://support.connectworks.com/5656279-adding-associated-parties-to-entity-profiles)
- [Beneficiary Disclosure Tracking](https://support.connectworks.com/5681110-beneficiary-disclosure-tracking)
- [Correcting a trustee or beneficiary appointment date](https://support.connectworks.com/5678412-correcting-a-trustee-or-beneficiary-appointment-date)
- [Delete an associated party added in error](https://support.connectworks.com/5680810-delete-an-associated-party-added-in-error)
- [Roles within a Trust](https://support.connectworks.com/5900371-roles-within-a-trust)
- [Retiring a trustee or beneficiary](https://support.connectworks.com/5678370-retiring-a-trustee-or-beneficiary)
- [Setting an Entitlement (Sui Juris) Date](https://support.connectworks.com/5680825-setting-an-entitlement-sui-juris-date)
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## ASSETS & LIABILITIES
- [Managing a trust ledger Webinar](https://support.connectworks.com/5751937-managing-a-trust-ledger-video)
- [Account Transfers](https://support.connectworks.com/5684062-account-transfers)
- [Add an Account](https://support.connectworks.com/6782157-add-an-account)
- [Advancing and recovering loans to third parties](https://support.connectworks.com/5684352-advancing-and-recovering-loans-to-third-parties)
- [Buying or acquiring assets](https://support.connectworks.com/5683978-buying-or-acquiring-assets)
- [Capital additions and removals](https://support.connectworks.com/5684539-capital-additions-and-removals)
- [Creating custom transactions](https://support.connectworks.com/5684474-creating-custom-transactions)
- [Debt & Gifting](https://support.connectworks.com/5683928-debt-gifting)
- [Editing Account Movements](https://support.connectworks.com/5684469-editing-account-movements)
- [Editing transactions](https://support.connectworks.com/5684473-editing-transactions)
- [Making distributions](https://support.connectworks.com/5684378-making-distributions)
- [Managing Trust Ledger Accounts](https://support.connectworks.com/5681223-managing-trust-ledger-accounts)
- [Pay/Receive Money](https://support.connectworks.com/5684497-pay-receive-money)
- [Reconcile the suspense account (Editing account movements)](https://support.connectworks.com/5684516-reconcile-the-suspense-account-editing-account-movements)
- [Recording and repaying mortgages or other loans](https://support.connectworks.com/5684200-recording-and-repaying-mortgages-or-other-loans)
- [Recording trust expenditures](https://support.connectworks.com/5684476-recording-trust-expenditures)
- [Recording trust income](https://support.connectworks.com/5684492-recording-trust-income)
- [Reports](https://support.connectworks.com/5684389-trust-ledger-reports)
- [Revalue an Asset](https://support.connectworks.com/5684494-revalue-an-asset)
- [Selling an asset](https://support.connectworks.com/5684573-selling-an-asset)
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- [Getting started](https://support.connectworks.com/getting-started#main-content)
- [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started#getting-started-for-professional-firms)
- [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started#loading-client-profiles)
- [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration#main-content)
- [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration#staff-management)
- [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration#general-administration)
- [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration#document-management-add-on)
- [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration#practice-manager-add-ons)
- [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration#nz-companies-office-integration)
- [SECURITY](https://support.connectworks.com/firm-administration#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance#main-content)
- [AML WORKFLOW](https://support.connectworks.com/aml-compliance#aml-workflow)
- [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance#client-due-diligence)
- [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance#electronic-verification)
- [AML RESOURCES](https://support.connectworks.com/aml-compliance#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#main-content)
- [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns#getting-started-with-companies)
- [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns#managing-company-roles-associations)
- [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#company-management-other)
- [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns#the-annual-return-workflow)
- [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management#main-content)
- [SHARE REGISTER](https://support.connectworks.com/company-management-share-management#share-register)
- [Trust Management](https://support.connectworks.com/trust-management#main-content)
- [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management#getting-started-with-trusts)
- [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management#associated-parties-trusts)
- [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types#main-content)
- [INDIVIDUALS](https://support.connectworks.com/entity-types#individuals)
- [ESTATES](https://support.connectworks.com/entity-types#estates)
- [PARTNERSHIPS](https://support.connectworks.com/entity-types#partnerships)
- [LPs](https://support.connectworks.com/entity-types#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement#main-content)
- [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement#client-engagement)
- [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement#document-generation-from-precedents)
- [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement#document-management)
- [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement#document-sharing-signing)
- [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide#main-content)
- [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#getting-started-for-non-professional-users)
- [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#document-management-for-non-professional-users)
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