Trust Register
Getting Started with Trust Register
- What is a Discretionary Trust (Family Trust)?
- How to order stamping for Trusts
- What to do if NowInfinity is Stamping your Deed
- How to add an existing Trust on the Trust Register
- How to add newly created Trust to the Trust Register
- What is Trust Register?
The Trust Profile
- How to Access a Trust Profile in NowInfinity
- 'Change of Name' of Trust - Why isn't a new deed generated?
- What should I do when a legal name on a Deed has changed?
- How to open and/or download a trust profile on Trust Register
- How to edit the Trust Profile
- How to edit the Contact Information in Trust profiles
The Trust List
- Trust Burning Tab
- How to import Trusts within the Trust Register
- How to filter and search through the list of Trusts
- How to manage pins
- What information is available on the Trust List?
- How to assign an account manager for one or more Trust
Documents available in the Trust Register for Unit Trust
- Authorised signatories for Corporate Unitholder does not match Directors in Company Profile
- Consideration Paid amount in Unit Transfer documents
- Documents available for Unit Trusts through the Trust Register
- How to change the Trustee of a Unit Trust
- How to prepare an Issue of Units
- How to prepare a Transfer of Units
Documents available in the Trust Register for Discretionary Trusts
- Change in Trust Distribution Resolution or Minutes
- How to make, vary or revoke a Trust election
- Deed of Variation (Exclude Foreign Beneficiaries) for an existing Discretionary Trust
- How to vest a Discretionary Trust
- How to change the name of a Discretionary Trust?
- How to change the Appointor/Principal or Guardian of a Discretionary Trust?
NSW Land Tax Unit Trust
Fixed Unit Trust
- How to establish a Unit Trust with multiple classes of units
- When transferring units can Companies be Unitholders in a Unit Trust on behalf of an SMSF?
- Can I issue units with a different Unit Class than ORD?
- Partially paid/unpaid Units
- In what circumstances would I need a Fixed Trust?
- What is required to be in the Trust Deed?
Unit Trust
Discretionary Trust
- How to amend a Trust's Beneficiaries
- Updating addresses on Discretionary and Fixed Unit Trusts
- A Quick Guide to "Beneficiaries"
- Who are the parties to a Discretionary Trust?
- Auto-Generated Trust Distribution Resolution or Minutes
- Does a Family Trust only investing in shares and not in property need to be stamped?
FAQ
- ★ FAQs: Stamping of Trust Deeds
- Sequential Changes error when signing trust documents
- NowInfinity Integration
- How to order stamping for an SMSF Holding (Bare) Trust
- Establishment date missing from Trust deed
- Appointment and Resignation Clause in Change of Trustee document