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