As we endeavour to keep providing guidance ensuring a seamless member experience, this edition of the FAQ aims to provide you with a holistic approach covering topics ranging from setting yourself up as an agent, to setting up entities and more to answer some of the most frequently asked questions such as:
- Getting started with our Corporate Messenger? Click here for guidance to Register yourself as an agent with ASIC and apply for EDGE details to start your Corporate Compliance journey.
- Have you recently changed your agent number and EDGE credentials and need to update them on NowInfinity? Click here to find out how.
- Want to appoint yourself as an agent for multiple companies? Learn how to use the Bundle Agent Appointment form.
- Review the summary report settings to receive information about annual statements and lodgement deadlines for forms periodically to your inbox. Click here for more information.
- Annual statement received before a company was added to your agent list? See how to retrieve a copy of the annual review documents in such cases by using the remerge function.
- See how to update the Billing & Signing contact details for your entities in bulk here.
- Wanting to create a trust with a corporate trustee? Click here for more information on the process.
- Set up an SMSF establishment with SMSF Special Purpose Company at ease. Click here to know how with our new updates to the SMSF Establishment with Special Purpose Corporate Trustee documents.
- How to download a company registration form 201? And why does 'SMSF Strategies' lodging information show on the ASIC Form 201?
- What documents are required to open a bank account for the company you have established? We have put together a guide and a sample letter to assist you in the process.
- Looking customise your outgoing email address? Find a step-by-step guide to setup and review AWS and SMTP email settings.
For previous FAQ newsletters please click here.
Please feel free to Chat with our Support team in app, email us at email@example.com, or call us on 1300 851 057.
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