Documents and Product Inclusions

This page is to introduce the available documents and the inclusions per document on NowInfinity. These documents are listed under the following categories, as per the modules in NowInfinity.

Table Key

  • E-Sign = Option available to send document via E-signing.

  • Paper Signing = Option available to download and manually paper sign documents.

  • Client Legal Review = Additional legal review is available to be requested from NowInfinity's legal referral provider.
  • On-Demand = Fee payable on use of a template for a non-subscription client see On-Demand Pricing
    Note:  If you are on a Subscription (see Our Subscription Packages), these documents count towards your document usage limits.
  • Included = No On-Demand fee and does not count towards document usage limits i.e. unlimited.​
  • ASIC Fee = An ASIC fee will be charged via NowInfinity.
    Note: Additional fees may be charged by ASIC outside of NowInfinity.
  • Not an Online Form = A PDF file will be generated, but the form cannot be lodged using EDGE protocol.

Documentation Suite documents

Document Name E-Sign Paper Sign Client Legal Review Corporate Messenger Document Type

COMPANY FORMATIONS

Name Reservation (Form 410A) (ASIC Fee)         Included
Standard Company (ASIC Fee)         On-Demand
SMSF Special Purpose Company (ASIC Fee)         On-Demand
SMSF Establishment with Special Purpose Corporate Trustee (ASIC Fee)          On-Demand
Public Company (ASIC Fee)         On-Demand
Constitutional Upgrade         On-Demand
Business Name Registration         Included
Business Name Renewal         Included
           
           

 

Document Name E-Sign Paper Sign Client Legal Review Document Type

AGREEMENTS

Confidentiality Agreement       On-Demand
Partnership Agreement       On-Demand
Commercial Lease       On-Demand
Deed of Gift       On-Demand
License Agreement       On-Demand
         
         

 

Document Name E-Sign Paper Sign Client Legal Review Trust Register Document Type

TRUSTS

Discretionary Trust         On-Demand
Discretionary Trust (Capital Reserved Lineal Descendant)         On-Demand
Discretionary Trust (Fully Reserved Lineal Descendants)         On-Demand
Deed of Variation (Exclude Foreign Beneficiaries)         On-Demand
Change of Trustee of Discretionary Trust         On-Demand
Change of Discretionary Trust Name         On-Demand
Fixed Unit Trust         On-Demand
NSW Land Tax Unit Trust         On-Demand
Vesting of a Discretionary Trust         On-Demand
Vesting of a Unit Trust         On-Demand
Change of Trustee of Unit Trust         On-Demand
Change of Unit Trust Name         On-Demand
Declaration of Trust         On-Demand
Trust Distribution Resolution         On-Demand
           
         

 

 

Document Name E-Sign Paper Sign Client Legal Review

Super Comply

Document Type

SELF MANAGED SUPERANNUATION FUND

SMSF Deed of Establishment         On-Demand
CGT Transitional Provision Election         On-Demand
SMSF Deed of Variation         On-Demand
SMSF Holding Trust         On-Demand
Investment Strategy         On-Demand
Trustee Consent and Member Application         On-Demand
Change of Trustee         On-Demand
Change of Fund Name         On-Demand
SMSF Compliance Statement         On-Demand
SMSF Winding Up         On-Demand
SMSF Member Exit         On-Demand
Binding Death Benefit Nomination         On-Demand
           
         

 

 

Document Name E-Sign Paper Sign Client Legal Review Super Comply Document Type

RESERVES

Creation of a Reserve         On-Demand
Allocation from a Reserve         On-Demand
Allocation to a Reserve         On-Demand
Contribution to a Contribution Reserve         On-Demand
           
           

 

Document Name E-Sign Paper Sign Client Legal Review Super Comply Document Type

PENSIONS

Pension (Account Based, Market Linked or TRIS)         On-Demand
Annual Pension Payment         On-Demand
Commutation of Pension         On-Demand
Rollback of Pension         On-Demand
TRIS to an Account Based Pension         On-Demand
           
         

 

 

Document Name E-Sign Paper Sign Client Legal Review Super Comply Document Type

CONTRIBUTIONS & WITHDRAWALS

Lump Sum Cash Withdrawal         On-Demand
Lump Sum In-specie Withdrawal         On-Demand
Cash Contribution         On-Demand
In-Specie Contribution         On-Demand
           
           

 

Document Name E-Sign Paper Sign Client Legal Review Document Type

ASSETS

Purchase Asset       On-Demand
Sale Asset       On-Demand
         
       

 

 

Document Name E-Sign Paper Sign Client Legal Review Document Type

LOANS

Division 7a Loan       On-Demand
Drawdown Acknowledgement for a Division 7A Loan       On-Demand
LRBA Suite       On-Demand
Deed of Discharge and Release       On-Demand
Deed of Forgiveness (other than LRBA)       On-Demand
Deed of Forgiveness for LRBA       On-Demand
Deed of Discharge and Wind Up       On-Demand
Secured Loan Agreement       On-Demand
Unsecured Loan Agreement       On-Demand

 

 

Corporate Messenger documents

 

Document Name E-Sign Paper Sign Document Type

Form from the Menu

Appoint an agent     Included
       
       
Document Name E-Sign Paper Sign Document Type

Other Forms

Form RA01 - Register, change details or cease as Agent. Used by the Agent not the company (not an online form)     Included
Application for Edge (not an online form)     Included
Form RA61 -Request by Agent for list of review dates of all companies they manage     Included
Form RA67 - Request by Agent for debt reports for all companies they manage     Included
Form RA71 - Request by Agent for data download for a company (Company Statement)     Included
Form RA63 - Request by Agent for debt report for a single company     Included
Form RA65 - Request by Agent for list of all documents lodged by a company     Included
Form RA04 - Direct debit request for Registered Agents to set up direct debit payments with ASIC (not an online form)     Included
Form 404 - Notice to change the Agent for a foreign company (not an online form)     Included
Form 361 - used by a Registered Agent to notify ASIC they have ceased to act as Agent     Included
       
       
Document Name E-Sign Paper Sign Document Type

Company profile 

Dividends     Included
Annual Statements (Invoice Statement, Solvency Resolution)     Included
Form 205A - Notify ASIC that a resolution has been passed to change a company's name     Included
Form 410B - Application to reserve a company name for an existing company
(change its name)
    Included
Form 410F - Application to extend an existing reservation of a company name     Included
Form 484 A1 - Change of Address of Registered Office, Principal Place of Business, director, secretary or shareholder     Included
Form 484 A2 - Change of name of a director, secretary or shareholder     Included
Form 370 - used by a company director or secretary to notify ASIC of their retirement or resignation from a company     Included
Form 484 B1- Notify ASIC that a company officeholder has ceased
(director, secretary or alternate director)
    Included
Form 484 B2 - Notify ASIC of appointment of a company officeholder
(director, secretary or alternate director)
    Included
Form 484 B3 - Notify ASIC if the company has commenced or ceased as a special purpose company (eg super trustee company)     Included
Form 362 - used by a company to appoint or cease a Registered Agent or contact address     Included
Form 484 C1 - Notify ASIC of cancellation of shares     Included
Form 484 C2 - Notify ASIC of a share issue     Included
Form 484 C3 - Notify ASIC of a change to share structure
(eg as a result of a share issue)
    Included
Form 484 C4 - Notify ASIC of change to register of members (shareholders)
(eg after a transfer of shares)
    Included
Form 280 - Notification of share buy-back details. Used to notify ASIC of details of intended share buy back (not an online form)     Included
Form 281 - Notice of intention of a company to carry out a share buy back (not an online form)     Included
Form 2205 - Notice to ASIC that a resolution regarding shares has been passed by a company eg reduction in share capital (not an online form)     Included
Form 484 A3 - Notify change to a company's ultimate holding company -
new UHC, cease UHC or change of UHC's name
    Included
Form 6010 - Application for Voluntary deregistration of a company -
(by the company, a director or shareholder or a liquidator)
    Included
Form 492 - Notify ASIC of a correction to a previously lodged document     Included
Form 902 - Notify ASIC of supplementary information to an already lodged document     Included
Form 106 - Request to withdraw a lodged document (not an online form)    

Included

 

Trust Register documents

Document Name E-Sign Paper Sign Client Legal Review Document Type

Discretionary Trust profile

Change of Name       On-Demand
Change of trustee       On-Demand
Change of appointor       Included
Trust Distribution and Minutes       On-Demand
Make a trust election       Included
Vary a trust election       Included
Revoke a trust election       Included
Deed of Variation (Exclude Foreign Beneficiaries)       On-Demand
Vesting of a Discretionary Trust       On-Demand
         
         
Document Name E-Sign Paper Sign Client Legal Review Document Type

Unit Trust profile

Change of Name       On-Demand
Change of trustee       On-Demand
Issue of Units       Included
Transfer of Units       Included
Redemption of Units       Included
Vesting of a Unit Trust       On-Demand

 

 

SuperComply documents

Document Name E-Sign Paper Sign Client Legal Review Document Type
Change of Fund name       On-Demand
SMSF Deed of Variation       On-Demand
SMSF Winding Up       On-Demand
SMSF Member Exit       On-Demand
Trustee Consent and Member Application       On-Demand
SMSF Change of Trustee       On-Demand
Pension (Account Based, Market Linked or TRIS)       On-Demand
TRIS to an Account Based Pension       On-Demand
Annual Pension Payment       On-Demand
Rollback of Pension       On-Demand
Creation of a Reserve       On-Demand
Allocation from a Reserve       On-Demand
Allocation to a Reserve       On-Demand
Contribution to a Contribution Reserve       On-Demand
Lump Sum Cash Withdrawal       On-Demand
Lump Sum In-specie Withdrawal       On-Demand
Cash Contribution       On-Demand
In-Specie Contribution       On-Demand
LRBA Suite       On-Demand
Deed of Forgiveness for LRBA       On-Demand
Deed of Discharge and Wind Up       On-Demand
SMSF Holding Trust       On-Demand
SMSF Compliance Statement       On-Demand
CGT Transitional Provision Election       On-Demand
Binding Death Benefit Nomination       On-Demand
Investment Strategy       On-Demand



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