Steps to create a business client:

Step 1: Go to Clients → Business

Step 2: Click Create New Business Client

Step 3: Fill in the required fields:

• Contact details.
• Client Type: Trust or SMSF.
• Trust Name.
• Country of Registration.
  
  
  
  

Note: In the "Trust Name" field, enter the name of the Trust or SMSF Trust (e.g. "Smith Family Superannuation Fund"), not the name of the trustee (individual or corporate).

Step 4: Click Create

The business will appear with “Not Started” KYB status.

👉 What to do next: Initiate KYB to verify the business.