What’s New – September 2026 – NowInfinity

Identity Verification (ID&V)

Risk assessment on the Verification Results page: You can now view a preliminary risk profile for each verified individual and complete a guided risk-assessment questionnaire directly from the verification results. The Risk-assessment questionnaire is aligned to AUSTRAC’s initial customer due diligence (CDD) requirements and includes a calculated risk rating that automatically updates as you answer, and you can assign a rating manually with a supporting reason. Completed assessments are saved against the client, appear in their risk and verification history, and can be downloaded as a dated PDF for your records.

Partner APIs

New document types available via the Partner API: Partners can now submit more SMSF document types straight into NowInfinity for validation and draft creation: Pension Documents (Account-Based and TRIS), Discretionary Trust establishment, Investment Strategy, and Binding Death Benefit Nominations (BDBN). Matching “retrieve by ID” endpoints let partners pull submitted form data back.
Billing-aware ASIC processing, including pay-by-invoice: Partner API orders now handle ASIC lodgement, document generation and invoicing according to each account’s billing status, including support for “pay by invoice” customers.

Payments & Invoicing

Full billing picture on the Collaboration page: Where an order goes through legal review, the Collaboration page now shows both the original document invoice and the separate legal review invoice.

Share registry

Download share certificates: You can now generate and download a share certificate for a parcel.
Consolidated Dividend Statements - a single dividend statement will be produced for a single parcel, multiple parcels before declaration date and multiple Classes on the same listings page.

Company registrations & forms

Amend Document: Amending a company registration document now restricts what can be changed and disables printing options, preventing duplicate or unpaid printing orders.
Occupier’s Consent details captured on forms 484E and 362: When a company changes its registered office and does not occupy the premises, these forms now capture the details of the authorised person signing the Occupier’s Consent.
Updated “Didn’t receive code?” help: The login/Multi-Factor Authentication help pop-up now shows the correct contact number (1300 851 057, option 2) and up-to-date guidance.

Duplicate payments prevented: Previously, clicking ‘Pay more than once’ could capture funds twice for the same invoice. An invoice that has already been paid can no longer be charged again.
ABN now required at account registration: Previously it was possible to complete account registration and save the new-account/ABN pop-up with an invalid ABN, all zeros, or no ABN at all. A valid ABN is now required before you can proceed.
Dividend statements corrected (share registry): Dividend statements were being calculated at parcel level, which could produce incorrect figures. They are now calculated correctly.
Reconciliation debit transactions now save (share registry): Previously the “Add New Transaction” button did nothing when saving a Reconciliation Debit transaction. This now saves correctly.
Lodgement validation error fixed (share registry): Resolved a validation error that could occur during lodgement.
Partner API - Discretionary Trust country validation: Previously, for Australian states the Country field returned two contradictory error messages, with no value that would pass. The field is now correctly treated as optional for Australian states, with clearer guidance.
Partner API – Discretionary Trust “Exclude Foreign Persons” validation: Previously the endpoint accepted an invalid numeric value for this true/false field without raising an error. It now correctly returns a validation error.