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Deleting trustees

Corporate Compliance and Corporate Admin will be retired on 31 March 2024.
You won't be able to use either software after 31 March 2024. Learn what this means for you

The following method is used to delete a trustee from a trust — and to permanently remove that trustee’s details from your Corporate Compliance database. The same method is used for both Unit Trusts and Discretionary Trusts.

To delete a trustee from a trust and from your CC database
  1. Click Corporations on the Task Bar. The Corporations selection list opens. If the list is long, find the trust by searching or sorting.
  2. Select the trust and press [Enter], or double-click the trust. The trust opens at the Details tab.
  3. Click the Officers tab to display its contents.
  4. Select the trustee whose details you want to change in the table.
  5. Either click Delete trustee on the Task Bar, or right-click the trustee and select Delete trustee… from the list.
  6. Read the Delete Trustee message.
  7. Click Yes to completely remove the trustee from the trust and from the Corporate Compliance database.
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