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Promoted articles
- Activating Corporate Messenger
- Adding companies on Corporate Messenger from the Collaboration page
- Download company profile
- Send ASIC forms to your client for signing
- Customising Email Templates
- FAQs: Stamping of Trust deeds
- Welcome to the Trust Register
- Welcome to NowInfinity
- Two Factor Authentication (2FA)
- How to use Knowledge Base
- FAQs - Hard Copy Printing
- How to order a hard copy of a Document
- COVID-19: Loan Repayment Relief
- COVID-19: Rental Relief
- COVID-19: Early Access to Super
- How to use NowInfinity's chat function to contact Support
- Removal of E-Signature Functionality for ASIC Form 362
- What's New November 2020
Customer Resources
Corporate Messenger
Getting Started with Corporate Messenger
Agent Set Up
ASIC Edge Details
Adding companies to Corporate Messenger
The Companies list
- ★ Download company profile
- How to refresh debt for all Companies
- Update the Account Manager for multiple companies
- Appointing Account Manager for Companies in Sub Account
- Is the Account Manager field the only field that allows us to allocate the company to a team or team member? Is this field compulsory to complete?
- How to export your Companies list
Company Profile
- How to refresh the debt for a Company
- Registered & Principal address displaying "ASIC Mail Returned"
- How to resolve discrepancies on the Discrepancy Report
- Company Statement
- Why are the paid amounts on shares not correct in the allotments table?
- Why is the status blank under recent documents for Annual Statements?
Preparing and Lodging Forms
- ★ Send ASIC forms to your client for signing
- Cancellation of Shares - Section reference if provision is other
- Rejection Error: V999 Effective date is prior to the start of this record
- How to prepare a Form 492 - Mistake Correction form
- How to change the beneficial status of shares from Beneficially Owned (BO) to Non Beneficially Owned (NBO)
- Consideration paid in Share Transfer
Lodgement Section
- Suppressed Address
- How to mark a document as lodged externally from NowInfinity
- Registered Address Change
- How to schedule a form for Future Lodgement
- Where do I find forms prepared on Corporate Messenger?
- What actions can be performed from the Lodgements Page?
Annual Statement
- How to change the Annual Review date for a company
- How to change the Annual Statement Signatory / Chairperson
- What is an Annual Statement?
- How to access the Annual Statement invoice when the invoice is removed from the A.S documentation?
- How to remove ASIC invoice when sending Annual Statement
- How to remerge Annual Statements
Annual Statement Settings
- Cover Letter for Annual Statement is not applying correct template
- How to customise and upload more than one cover letter for an Annual Statement
- How to add directors signatures to the ASIC annual statement
- Can the cover letter be amended on a case by case basis?
- What are the annual statement and solvency resolution display options?
- What are the invoice display options for Annual Statement?
Bundle Changes
Corporate Messenger Settings
- ★ Customising Email Templates
- ASIC Parameters
- How to receive an e-sign notification only once all signatories have signed
- ASIC Agent Address
- How to update an agent's details with ASIC
- Default ASIC Contact : how to change the ASIC contact
ASIC direct debit
FAQ
- Client paid fee to the wrong account
- How to complete Electronic Signing (via PleaseSign)
- Amending a document after it has been sent for electronic signing
- Can the 370 Form and Resignation letter be e-signed?
- How to generate report in CRM for the list of documents that were sent for e-signing
- Registering a business name on NowInfinity
Documentation Suite
Company Documents
- Registering a new Business Name with an existing Company Name
- New or Replacement Company Constitution
- What are the standard share rights in a Nowinfinity Constitution?
- How to register a company with an existing business name
- The Schedule to my Constitution is missing, what should I do?
- How To Register a Standard Company
Getting Started with Documentation Suite
SuperComply Documents
FAQ
- NowInfinity Legal Referral Providers
- Trust Establishment with Corporate Trustee
- Why do the Business Name Registration documents have the status “Waiting for ASIC response”?
- Unable to generate the ASIC invoice for a Business Name Registration via NowInfinity
- Documents needed by the bank to open an account for a company
- How to merge the Form 201
Trust Register
Getting Started with Trust Register
- 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
- How to import Trust on Trust Register
- What is Trust Register?
The Trust Profile
- How to open and/or download a trust profile on Trust Register
- How to edit the Trust Profile
- How to edit the client contact details in Trust profiles
- Where to find recent documents prepared for a Trust
- How to mark a Trust document as signed
- How to access the Unit Register
The Trust List
- 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
- How to add a family group or reference number to a Trust profile
- How to archive/unarchive a Trust
Documents available in the Trust Register for Unit Trust
Documents available in the Trust Register for Discretionary Trusts
- How to make, vary or revoke a Trust election
- How to 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?
- How to change the Trustee of a Discretionary Trust?
NSW Land Tax Unit Trust
- Can an existing deed be amended to satisfy the criteria for later years of land tax assessment?
- Is it possible to obtain a refund for the additional land tax paid in prior years?
- Does your unit trust deed satisfy the requirements to be a ‘fixed trust’ for tax purposes or a ‘fixed trust’ for NSW land tax purpose
Hybrid Trust
Fixed Unit Trust
Unit Trust
- What is a Unit Trust?
- What is the difference between the unit trust, fixed trust and NSW land tax trust on NI’s platform?
- Will amendments to update administrative terms of a trust (such as converting a unit trust to a fixed trust) trigger a resettlement for tax purposes?
- Is a unitholder required to indemnify the trustee under your unit trust deed?
- Can units be allotted to other unitholders after the date of establishment of a unit trust?
- What is a Superannuation Unrelated Investment Trust?
Discretionary Trust
- Discretionary Trust and beneficiaries as per the NowInfinity Trust Deed
- Who is the settlor?
- Can the settlor of a Discretionary Trust change?
- Who is an appointor/principal of the Trust?
- Do trusts need to have a principal or appointor?
- Who are the Default Income and/or capital beneficiaries?
FAQ
Getting Started
Settings and Navigation
Portal Settings
- Customising the outgoing email address - Default NowInfinity email
- Customising the outgoing email address - SMTP (Simple Mail Transfer Protocol)
- Customising the outgoing email address - AWS (Amazon Web Services)
- How do I set up User permissions?
- How to update the LOGO on your Email Templates
- How to update your company details
Individuals
Login
Security
FAQ
- ★ How to use Knowledge Base
- ★ FAQs - Hard Copy Printing
- ★ How to order a hard copy of a Document
- How to void an envelope?
- "Import Funds" is still appearing in Health Center after Importing funds has been completed
- What is the Collaboration page?
SuperComply
Getting Started with SuperComply
The Fund Profile
Funds Register
- 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
- How to manage pins (Funds)
Adding Funds to SuperComply
SMSF Automatic Variation Process
COVID-19 Measures
Customer Resources
Integrations
Eletronic Signing
Class
Other integrations
Xero / XPM
- 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
- Importing data from XPM when creating a document