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Corporate Messenger
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Documentation Suite
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Updates
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System Status
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SuperComply
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Trust Register
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Release Notes
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Settings and Navigation
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Legal Services
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Getting Started
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Template and Checklist Resources
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Integrations
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Contact Support
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Customer Success
Promoted articles
Corporate Messenger
Getting Started with Corporate Messenger
Agent Set Up
ASIC Edge Details
Adding companies to Corporate Messenger
The Companies list
- Appointing Account Manager for Companies in Sub Account
- How to refresh debt for all Companies
- Error when viewing Company profile
- Companies Report
- What type of Companies can be stored on NowInfinity?
- Account Manager Filter
Company Profile
- How can I update the Beneficial Owner's name, of Non-Beneficially held shares?
- How to edit the Contact Information in Company Profile
- How to download Share Certificates
- Updating the Share Allotment Table
- How to add Non-ASIC Listed shareholders for Private Companies
- Where can I find the Corporate Key?
Preparing and Lodging Forms
- Rejection Code V381 - This address is different to the current alternative address
- Rejection Code V557 - ABN is not that of the business name
- Form 6010 (Company Deregistration)
- How to stop receiving mail for a company that isn't yours?
- How to print a lodgement confirmation of a form just lodged?
- Preparing an ASIC Form on Corporate Messenger
Lodgement Section
- Where do I find forms prepared on Corporate Messenger?
- How to prepare and lodge ASIC Forms with a future date
- Registered Address Change
- Lodgement Deadline date logic
- Why has my future lodgement form not been lodged?
- Suppressed Address
Annual Statement
- Changing the Annual Review date of a Company
- How to manually void payment reminders
- How to update the recipient of Annual Statement Payment Reminders
- How to refresh the Company debt for Annual Statements
- How to remerge Annual Statements
- Removing ASIC invoice from Annual Statement documentation
Annual Statement Settings
- Cover Letter for Annual Statement is not applying correct template
- How to upload custom Cover Letter Templates
- Annual Statement Signing Reminders
- How to add signatories to an ASIC Annual Statement
- Can the cover letter be amended on a case by case basis?
- How to set a Solvency Minutes or Solvency Resolution as default settings for Annual Statement
Managing Transactions
- Introducing Managing Transactions in Corporate Messenger
- Beneficial Owners
- Discrepancy Notification Feature
- What's New in Corporate Messenger?
- Reconciliation Actions
- Managing Transactions Frequently Asked Questions (FAQs)
Bundle Changes
Corporate Messenger Settings
- Completed E-signing Notification
- ASIC Parameters
- E-signing email reminders being sent to old email after Signing Contact updated
- How to manually send reminders
- Accessing the Daily Debt Report for all Companies
- ASIC Agent Address
ASIC direct debit
FAQ
- ASIC’s formatting rules/character limits for addresses used in 484 Forms and Company Registrations
- How can we change the review date of multiple companies to have the same date?
- How do we claim back a credit on the ASIC account for a company?
- How to bring in the "Preferred Name" for Annual Statement Cover Letter's
- Date Ranges
- Are all emails recorded in the Outgoing Correspondence?
Documentation Suite
ATO Rulings
Getting Started with Documentation Suite
- What is Documentation Suite?
- Do NowInfinity Deeds allow for Investments in Cryptocurrency?
- How to navigate the documentation suite in NowInfinity
- Document Subscription FAQs
- How to create a Pension Document
- Will a loan agreement be generated for a commercial loan arrangement for the LRBA Suite service?
Company Documents
- How To Register a Standard Company
- How to Register a Public Company
- How to register a Company with an existing Business Name
- Registering a Business Name using the name of an existing Company
- My client has lost their Constitution
- Using an ASIC restricted word in company name
SuperComply Documents
- How to complete an Investment Strategy
- January 2021 updates to SMSF Establishment documents
- Limited Recourse Borrowing Arrangement (LRBA) and Holding / Bare Trusts
- How do I get a QROPS/HMRC Compliant SMSF Deed? (UK Pension Scheme)
- Difference between "SMSF Special Purpose Company" and "SMSF Establishment with Special Purpose Corporate Trustee"
- How to change the Trustee of a SMSF
FAQ
- Which ASIC form do I need to lodge to update an officeholder's date of birth?
- How to set up a Bank Account
- Where can I enter the loan amount and date when completing a Div 7A loan agreement?
- Who can sign on behalf of a Corporate Shareholder?
- What has happened to the following documents?
- How to find the DocuSign access code
Updates
Announcements
- Removal of E-Signature Functionality for ASIC Form 362
- NowInfinity's Terms Of Service
- Protecting against Phishing email attempts
- INTERNAL: HUB24 and Class arrangement FAQS
- Product feedback policy
- Migration of the NowInfinity website
NowInfinity Status Updates
FAQ Newsletters
- ★ NowInfinity FAQs - May 2024
- NowInfinity FAQs - March 2021
- NowInfinity FAQs - April 2021
- NowInfinity FAQs - May 2021
- NowInfinity FAQs - June 2021
- NowInfinity FAQs - July 2021
System Status
SuperComply
Getting Started with SuperComply
The Fund Profile
- How to access and manage the Fund Timeline
- How to Access a Superfund Profile in NowInfinity
- Why is the Binding Death Benefit Nomination (BDBN) not showing under the Recent Documents or Timeline in the Fund Profile?
- How to mark a SuperComply document as signed
- Where to find recent documents prepared for a Fund
- How to edit the Contact Information in Superfund Profiles
Funds Register
- SuperComply Shortcuts
- Next Upgrade Date logic within Super Comply
- How to archive/unarchive a Fund
- How to export my list of funds to excel
- How to add a family group or reference number to a Fund profile
- How to assign an SMSF manager to Funds
Adding Funds to SuperComply
FAQ
- Can I push changes to a fund profile if a document was created via the Create Documents process?
- After a change of trustee for a SMSF, will the Trust Deed or governing rules also get updated?
- Holding / Bare Trust FAQs
- Why are two individual Trustees required for a sole member SMSF?
- Do I need to do a Deed of Variation to add/remove a member for an SMSF?
- We have lost the original SMSF Deed, can we use the Deed of Variation form?"
Trust Register
Getting Started with Trust Register
- What is Trust Register?
- Trusts Import Spreadsheet
- How to add newly created Trust to the Trust Register
- How to add an existing Trust on the Trust Register
- What to do if NowInfinity is Stamping your Deed
- How to order stamping for Trusts
The Trust Profile
- How to download Unit Certificates
- How to download the Unit Registry
- How to access and manage the Trust Timeline
- How to mark a Trust document as signed
- Where to find recent documents prepared for a Trust
- How to access the Unit Register
The Trust List
- Trust Register Shortcuts
- How to export my list of Trusts to excel
- How to archive/unarchive a Trust
- How to add a family group or reference number to a Trust Profile
- 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
- How to change the name of a Fixed Unit Trust
- How to prepare an Issue of Units
- How to prepare a Transfer of Units
- How to change the Trustee of a Unit Trust
- Documents available for Unit Trusts
- Authorised signatories for Corporate Unitholder does not match Directors in Company Profile
Documents available in the Trust Register for Discretionary Trusts
- How to create Trust Distribution Resolution or Minutes
- How to change the Trustee of a Discretionary Trust
- How to change the Appointor/Principal or Guardian of a Discretionary Trust?
- How to change the name of a Discretionary Trust?
- How to vest a Discretionary Trust
- Deed of Variation (Exclude Foreign Beneficiaries) for an existing Discretionary Trust
NSW Land Tax Unit Trust
Fixed Unit Trust
- Why aren't there different types of unit classes available on the NowInfinity webform when establishing a Fixed Unit Trust?
- What is required to be in the Trust Deed?
- In what circumstances would I need a Fixed Trust?
- Can I issue units with a different Unit Class than ORD?
- Partially paid/unpaid Units
- When transferring units can Companies be Unitholders in a Unit Trust on behalf of an SMSF?
Unit Trust
Discretionary Trust
- Discretionary Trust (Fully Reserved Lineal Descendants)
- Discretionary Trust (Capital Reserved Lineal Descendant)
- When should a Discretionary Trust be updated?
- How does the NowInfinity Discretionary Trust Deed define "Distributable Income"?
- Does the NowInfinity Trust Deed address state based legislation issues?
- How is income defined under the NowInfinity Discretionary Trust Deed?
FAQ
- ★ FAQs: Stamping of Trust Deeds
- Why are the Dates of Variation important?
- Why does the Change of Trustee remove continuing Trustees?
- Can I push changes to a trust profile if a document was created via the Create Documents process?
- What is the Jurisdiction of the Trust?
- Welcome to the Trust Register
Release Notes
Settings and Navigation
Portal Settings
- How to update the LOGO on your Email Templates
- Customising the outgoing email address - AWS (Amazon Web Services)
- How do I set up User permissions?
- Customising the outgoing email address - Default NowInfinity email
- Customising the outgoing email address - SMTP (Simple Mail Transfer Protocol)
- How do I customise my outgoing email address on NowInfinity?
Login
- How to reset your MFA Authentication
- How to unlock an account
- How to login
- Multi-Factor Authentication (MFA) FAQs
- Multi-Factor Authentication (MFA)
- Your MFA Options May Have Changed
Security
FAQ
- INTERNAL: How to enable Health Center
- How to use Knowledge Base
- Why can't I see a video?
- Change of your Business / Company Name
- NowInfinity Help Button
- Our firm is changing its address, where should I change these details in NowInfinity?
Legal Services
Getting Started
Template and Checklist Resources
Company Checklists
Company Pre-Registration Consent Templates
Trust Checklists
- Discretionary Trust: Ordering checklist
- Discretionary Trust (Capital Reserved Lineal Descendant): Ordering checklist
- Discretionary Trust (Fully Reserved Lineal Descendant): Ordering checklist
- Discretionary Trust Variation (Foreign Person Exclusion): Ordering checklist
- Discretionary Trust Change of Trustee: Ordering checklist
- Discretionary Trust Change of Appointor: Ordering checklist
Bank Pack Templates
SMSF Checklists
Loan Checklists
Pension Checklists
Integrations
Other integrations
- FYI import from NowInfinity
- ABN/TFN Application
- Connecting to MYOB Practice Management
- Why doesn't NowInfinity show connection to FYI Docs?
- How to check your SPF has been added correctly
- Pushing data created in NowInfinity to MYOB Practice Management
Class
Electronic Signing
- How to complete Electronic Signing (via DocuSign)
- How does a witness e-sign a document?
- NowInfinity e-Signature Solution Terms of Usage Disclaimer
- FAQ's - Change of Electronic Signing Provider (PleaseSign > DocuSign)
- How to complete Paper Signing (via DocuSign)
- E-Signing envelopes expiry timeframe
Xero / XPM
- Importing data from XPM when creating a document
- Resolving the differences from the XPM Comparison Report
- Adding entities created on NowInfinity to Xero Practice Manager
- How to resolve “You don't have access to connect to any Xero Practice Manager Accounts” Error when connecting NowInfinity to XPM
- Connecting to Xero Practice Manager
- XPM (Xero Practice Manager) FAQs