How to establish a new Fund in Super Comply

You can establish a new Fund in NowInfinity via the Main Menu or via the Actions menu in the Fund Register. 

1. Establishing a new Fund from the Main Menu

Navigate to Menu > Super Comply > select the "Establish a Fund" button. 


2. Establishing a new Fund via the Fund List

Navigate Menu > Super Comply > Funds > select "Actions" > "Establish a New Fund".2023-11-29_10h31_22.png


Both options will redirect you to the SMSF Establishment document interview form where you can enter the necessary information to create the SMSF Establishment documents. 

The interview form will require you to enter the Fund details, Trustee details and the Member details. 

Fund Details


Trustee Details (Corporate and Individual)


Member Details


After completing the form, you will be redirected to the Collaboration page where you can add the Fund to Super Comply.


Disclaimer: You acknowledge and agree that our Services and Materials do not constitute or contain personal or general advice for the purpose of the Corporations Act 2001 (Cth) and that we, our employees and advisers do not offer any legal, accounting, tax or other professional advice or services in connection with the provision of our Services and any Materials.



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