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
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E-Sign = DocuSign functionality for e-signing (optional)^
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Paper Signing = Paper-signing functionality for download and manual signing.
- Client Legal Review = Additional legal review can be requested via NowInfinity's legal services provider: Client Legal Review FAQs
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On-Demand = Fee payable on use of a template for a non-subscription client: On-Demand Pricing
Note: If you are on a Subscription these documents count towards your document usage limits. - Included = No On-Demand fee and does not count towards document usage limits i.e. unlimited.
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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.
^Important note regarding the E-Signing functionality:
Disclaimer: Please seek your own legal advice before using the E-Signature functionality to execute this document as the laws and requirements in relation to electronic execution (including witnessing requirements, where applicable) may differ depending on the type of document, jurisdiction and other circumstances. You need to ensure the document is correctly executed otherwise it may not be valid and enforceable. NowInfinity Pty Ltd takes no responsibility for ensuring that documents are executed correctly. |
Documentation Suite documents
Document Name | E-Sign | Paper Sign | Client Legal Review | Corporate Messenger | Document Type |
COMPANY FORMATIONS |
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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 |
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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 |
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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 |
Note: *Currently, the e-signing functionality is unavailable for select trust deed documents for certain jurisdictions and party types. See link for details: E-Signing Functionality for Trusts
Document Name | E-Sign | Paper Sign | Client Legal Review |
Super Comply |
Document Type |
SELF MANAGED SUPERANNUATION FUND |
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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 |
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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 |
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Pension (Account Based or TRIS) | On-Demand | ||||
Annual Pension Payment | On-Demand | ||||
Pension Commutation (Partial or Full) | On-Demand | ||||
TRIS to a TRIS in Retirement Phase | On-Demand |
Document Name | E-Sign | Paper Sign | Client Legal Review | Super Comply | Document Type |
CONTRIBUTIONS & WITHDRAWALS |
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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 |
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Purchase Asset | On-Demand | |||
Sale Asset | On-Demand |
Document Name | E-Sign | Paper Sign | Client Legal Review | Document Type |
LOANS |
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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 |
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Appoint an agent | Included | ||
Document Name | E-Sign | Paper Sign | Document Type |
Other Forms |
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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 |
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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 Form 492 (mistake correction on a company registration) - Must be posted directly to ASIC and wet signed only |
Included
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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 |
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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 |
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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 or TRIS) | On-Demand | |||
TRIS to a TRIS in Retirement Phase | On-Demand | |||
Annual Pension Payment | 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 |