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Corporate Messenger
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Documentation Suite
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Updates
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System Status
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SuperComply
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Trust Register
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Release Notes
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Settings and Navigation
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Legal Services
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Getting Started
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Template and Checklist Resources
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Integrations
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Contact Support
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Customer Success
Promoted articles
Corporate Messenger
Getting Started with Corporate Messenger
Agent Set Up
ASIC Edge Details
Adding companies to Corporate Messenger
The Companies list
- How to export the Share Holdings for multiple Companies
- How to refresh your Company List
- How can I bulk update Account Managers in my account
- The Difference Between a 361 and 362 Form
- Account Manager Filter
- What type of Companies can be stored on NowInfinity?
Company Profile
- Temporary Change in Data Refresh Process
- How to add/edit/remove notes within a Company Profile
- How do we pay a debt which is less than $30 using Post BillPay?
- Accessing a Company Profile
- Historical Share Transaction Import
- Why is the Director ID Field giving an error?
Preparing and Lodging Forms
- Appointment of Directors - Form 484
- Form 404 - Change to Agent of a Foreign Company
- How to update a Business Name address within NowInfinity
- Change of Company Address (Form 484A1)
- How to re-submit a rejected ASIC Form
- Changing the Jurisdiction of a Company
Lodgement Section
- Corporate Messenger : Date of Signature
- What data is transmitted to ASIC during a 484 Form lodgement?
- How to check if a form has been marked as Externally Lodged
- Rejection Code X015 - Mandatory element has no value
- Rejection Code V491 - Changes and cessations to member details must match the existing details on ASIC's record.
- Order Not Found when accessing documents
Annual Statement
- How can we get the outstanding debt breakdown for a Company?
- Uploaded Cover Letter in incorrect order for Annual Statement document pack
- How to mark an Annual Statement as sent
- How to mark an Annual Statement as Signed
- What is the Annual Statement Overdue Tab?
- Why are PDF attachments appearing for a cc'd recipient of an Annual Statement e-signing reminder?
Annual Statement Settings
- Annual Statement Signing Reminders
- Cover Letter for Annual Statement is not applying correct template
- How to upload custom Cover Letter Templates
- How to add signatories to an ASIC Annual Statement
- Can the cover letter be amended on a case by case basis?
- How to set a Solvency Minutes or Solvency Resolution as default settings for Annual Statement
Managing Transactions
Bundle Changes
Corporate Messenger Settings
- How to manually send reminders
- Accessing the Daily Debt Report for all Companies
- E-signing email reminders being sent to old email after Signing Contact updated
- ASIC Parameters
- Completed E-signing Notification
- ASIC Agent Address
ASIC direct debit
FAQ
- Live webinar Training FAQ's
- An overview of Minutes and Resolutions
- Share Class Matrix
- Pins for companies without Director ID (DIN)
- Payment reminders being voided
- Director ID Webinar 24 November 2021
Documentation Suite
Company Documents
- Filing SMSF Documents in Binder Tabs
- ASIC Fee Indexation - effective 1 July 2024
- Can a document preview be edited?
- Filing Company Documents in Binder Tabs
- How to enter an organisation with no ACN as a Member into the forms
- Company Formation Preview
Getting Started with Documentation Suite
- Stamp Duty Declaration
- How to download a Document Preview
- The Division 7A Loan Agreement has listed only 2 Directors for signing. Is this the standard?
- How to establish a Fixed Unit Trust
- How to set up Division 7A loan on NowInfinity
- How to create a Division 7A loan agreement for a secured loan that allows for a term of 25 years
ATO Rulings
SuperComply Documents
- SMSF Trust Deed Enhancements
- How to establish a "Reversionary Pension"
- Adding a Member to a Self Managed Superannuation Fund (SMSF)
- Non-Lapsing Binding Death Benefit Nomination
- How to Access the Limited Recourse Borrowing Arrangement (LRBA) Suite on NowInfinity
- How to create a SMSF Holding / Bare Trust in NowInfinity
FAQ
- Are NowInfinity invoices sent alongside documents for e-signing?
- Guide to changing the Trustee of the SMSF
- Business Name Transfer
- What is the difference between a "Rollback" and a "Commutation"?
- How do I include a Unit/Level number in an address?
- SMSF Deed of Variation: Why is the 'Variation Clause' data field now optional?
Updates
Announcements
- FAQs on NowInfinity's acquisition of MYOB
- Product Webinar Recording - Thursday, 25 May 2023
- Migration of the NowInfinity website
- Product feedback policy
- Protecting against Phishing email attempts
- NowInfinity's Terms Of Service
FAQ Newsletters
- ★ NowInfinity FAQs - July 2024
- NowInfinity FAQs - April 2024
- NowInfinity FAQs - March 2024
- NowInfinity FAQs - February 2024
- NowInfinity FAQs - January 2024
- NowInfinity FAQs - December 2023
System Status
SuperComply
Getting Started with SuperComply
The Fund Profile
- Why is the Binding Death Benefit Nomination (BDBN) not showing under the Recent Documents or Timeline in the Fund Profile?
- How to Access a Superfund Profile in NowInfinity
- How to access and manage the Fund Timeline
- How to mark a SuperComply document as signed
- Where to find recent documents prepared for a Fund
- How to edit the Contact Information in Superfund Profiles
Funds Register
- Next Upgrade Date logic within Super Comply
- SuperComply Shortcuts
- How to archive/unarchive a Fund
- How to export my list of funds to excel
- How to add a family group or reference number to a Fund profile
- How to assign an SMSF manager to Funds
Adding Funds to SuperComply
FAQ
- Super Comply: Excel Fund Loader and generating Deed of Variation
- Self-Managed Superannuation Funds: Member and Trustee Requirements
- We have lost the original SMSF Deed, can we use the Deed of Variation form?"
- Do I need to do a Deed of Variation to add/remove a member for an SMSF?
- Holding / Bare Trust FAQs
- Why are two individual Trustees required for a sole member SMSF?
Trust Register
Getting Started with Trust Register
- What is a Discretionary Trust (Family Trust)?
- How to order stamping for Trusts
- What to do if NowInfinity is Stamping your Deed
- How to add an existing Trust on the Trust Register
- How to add newly created Trust to the Trust Register
- What is Trust Register?
The Trust Profile
- How to Access a Trust Profile in NowInfinity
- 'Change of Name' of Trust - Why isn't a new deed generated?
- What should I do when a legal name on a Deed has changed?
- How to open and/or download a trust profile on Trust Register
- How to edit the Trust Profile
- How to edit the Contact Information in Trust profiles
The Trust List
- Trust Burning Tab
- How to import Trusts within the Trust Register
- How to filter and search through the list of Trusts
- How to manage pins
- What information is available on the Trust List?
- How to assign an account manager for one or more Trust
Documents available in the Trust Register for Unit Trust
- Authorised signatories for Corporate Unitholder does not match Directors in Company Profile
- Consideration Paid amount in Unit Transfer documents
- Documents available for Unit Trusts through the Trust Register
- How to change the Trustee of a Unit Trust
- How to prepare an Issue of Units
- How to prepare a Transfer of Units
Documents available in the Trust Register for Discretionary Trusts
- Change in Trust Distribution Resolution or Minutes
- How to make, vary or revoke a Trust election
- Deed of Variation (Exclude Foreign Beneficiaries) for an existing Discretionary Trust
- How to vest a Discretionary Trust
- How to change the name of a Discretionary Trust?
- How to change the Appointor/Principal or Guardian of a Discretionary Trust?
NSW Land Tax Unit Trust
Fixed Unit Trust
- How to establish a Unit Trust with multiple classes of units
- When transferring units can Companies be Unitholders in a Unit Trust on behalf of an SMSF?
- Can I issue units with a different Unit Class than ORD?
- Partially paid/unpaid Units
- In what circumstances would I need a Fixed Trust?
- What is required to be in the Trust Deed?
Unit Trust
Discretionary Trust
- How to amend a Trust's Beneficiaries
- Updating addresses on Discretionary and Fixed Unit Trusts
- A Quick Guide to "Beneficiaries"
- Who are the parties to a Discretionary Trust?
- Auto-Generated Trust Distribution Resolution or Minutes
- Does a Family Trust only investing in shares and not in property need to be stamped?
FAQ
- ★ FAQs: Stamping of Trust Deeds
- Sequential Changes error when signing trust documents
- NowInfinity Integration
- How to order stamping for an SMSF Holding (Bare) Trust
- Establishment date missing from Trust deed
- Appointment and Resignation Clause in Change of Trustee document
Release Notes
Settings and Navigation
Portal Settings
- Connecting to SharePoint
- Where can I find the Monthly Subscription Invoice in the NowInfinity Portal?
- Email Settings
- What is an "Admin" user or "Portal Administrator"?
- How to unlock and reset password for users on your account
- SMTP 530 Email Error
Login
- Your MFA Options May Have Changed
- Multi-Factor Authentication (MFA)
- Multi-Factor Authentication (MFA) FAQs
- How to unlock an account
- How to login
- How to reset your MFA Authentication
Security
FAQ
- NowInfinity Customer Portal
- Service Centre Page
- NowInfinity Help Button
- Our firm is changing its address, where should I change these details in NowInfinity?
- Change of your Business / Company Name
- Why can't I see a video?
Legal Services
Getting Started
Template and Checklist Resources
Company Checklists
Company Pre-Registration Consent Templates
Trust Checklists
- Discretionary Trust: Ordering checklist
- Discretionary Trust (Capital Reserved Lineal Descendant): Ordering checklist
- Discretionary Trust (Fully Reserved Lineal Descendant): Ordering checklist
- Discretionary Trust Variation (Foreign Person Exclusion): Ordering checklist
- Discretionary Trust Change of Trustee: Ordering checklist
- Discretionary Trust Change of Appointor: Ordering checklist
Bank Pack Templates
SMSF Checklists
Loan Checklists
Pension Checklists
Integrations
Electronic Signing
- Bundle E-signing
- E-Signing envelopes expiry timeframe
- How to complete Paper Signing (via DocuSign)
- NowInfinity e-Signature Solution Terms of Usage Disclaimer
- FAQ's - Change of Electronic Signing Provider (PleaseSign > DocuSign)
- How does a witness e-sign a document?
Class
Other integrations
- How do I disconnect my custom DocuSign account in my NowInfinity account?
- MYOB Practice Management Comparison Report
- Pulling data from MYOB Practice Management into forms
- Pushing data created in NowInfinity to MYOB Practice Management
- FAQs on integrations
- Opening a Bank Account via NowInfinity
Xero / XPM
- How Trust Type is determined when importing from XPM?
- XPM (Xero Practice Manager) FAQs
- How to resolve “You don't have access to connect to any Xero Practice Manager Accounts” Error when connecting NowInfinity to XPM
- Connecting to Xero Practice Manager
- Resolving the differences from the XPM Comparison Report
- Adding entities created on NowInfinity to Xero Practice Manager