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Nowinfinity team [INTERNAL]
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- Activating Corporate Messenger
- Adding companies on Corporate Messenger from the collaboration page
- Download company profile
- Send ASIC forms to your client for signing
- Customising Email Templates
- Welcome to the Trust Register
- Two Factor Authentication (2FA)
- We've made some exciting design improvements to Knowledge Base!
- ★ Download company profile
- Update the Account Manager for multiple companies
- Is the Account Manager field the only field that allows us to allocate the company to a team or team member? Is this field compulsory to complete?
- How to export your Companies list
- What actions are available from the Actions Menu on the companies list?
- Quick company preview
- ★ Send ASIC forms to your client for signing
- Preparing an ASIC Form on Corporate Messenger
- Track the signing status of an ASIC form
- How to lodge a form
- Cease as agent for multiple companies (form 361)
- What is the ASIC Calendar?
- How to refresh the company debt for Annual Statements
- What is an Annual Statement?
- Accessing the annual statement documentation for a company
- How to send an Annual Statement
- Manage all companies annual statements
- How to download multiple annual statements
- How to customise and upload more than one cover letter for an Annual Statement
- How to add directors signatures to the ASIC annual statement
- Can the cover letter be amended on a case by case basis?
- What are the annual statement and solvency resolution display options?
- What are the invoice display options for Annual Statement?
- How to set a solvency minutes or solvency resolution as default settings for annual statement
- ★ Customising Email Templates
- ASIC Parameters
- ASIC Agent Address
- How to update an agent's details with ASIC
- Default ASIC Contact : how to change the ASIC contact
- ASIC document settings
- How to download the Unit Registry
- How to access and manage the Trust Timeline
- How to access the Unit Register
- How to mark a document as signed
- Where to find recent documents prepared for a Trust
- How to edit the client contact details in Trust profiles
- Trust Register Shortcuts
- How to archive/unarchive a Trust
- How to export my list of trusts to excel
- How to add a family group or reference number to a Trust profile
- How to assign an account manager for one or more Trust
- What information is available on the Trust List?
- How to vest a Discretionary Trust
- How to exclude foreign beneficiaries for an existing Discretionary Trust
- How to vary/update the rules of a Discretionary Trust Deed
- How to make, vary or revoke a Trust election
- How to create a Trust Distribution Minutes
- How to change the appointor/principal or guardian of a Discretionary Trust?
- Does your unit trust deed satisfy the requirements to be a ‘fixed trust’ for tax purposes or a ‘fixed trust’ for NSW land tax purpose
- Does the NSW land tax fixed trust deed have formal approval from the NSW Office of State Revenue?
- Is it possible to obtain a refund for the additional land tax paid in prior years?
- Can an existing deed be amended to satisfy the criteria for later years of land tax assessment?
- What is a Regulation 13.22C Trust?
- What is a Superannuation Unrelated Investment Trust?
- Can units be allotted to other unitholders after the date of establishment of a unit trust?
- Is a unitholder required to indemnify the trustee under your unit trust deed?
- Will amendments to update administrative terms of a trust (such as converting a unit trust to a fixed trust) trigger a resettlement for tax purposes?
- What is the difference between the unit trust, fixed trust and NSW land tax trust on NI’s platform?
- Discretionary Trust (Fully Reserved Lineal Descendants)
- Discretionary Trust Capital Reserved Lineal Descendant
- Does the NI discretionary trust deal with the change of trustee provisions in NSW, WA & ACT?
- Does the NI discretionary trust deed satisfy the rules to ensure it is not a ‘foreign trust’ for the purposes of land tax or foreign acquirer duty surcharges?
- Does the definition of ‘distributable income’ in the NI discretionary trust deed distinguish between ‘trust income’ and ‘taxable income
- When should a discretionary trust be updated?
- SMTP SPF Configuration on NowInfinity
- How do I set up User permissions?
- How to update your company details
- How to customise your logo
- How do I change the footer on the cover page?
- How to add or remove a User
- Hi, hello we are here to help!
- Importing Funds into SuperComply
- How to order a hard copy of a document
- Are text messages included in NowInfinity's subscription?
- How can I know if an email or text message wasn't delivered?
- How can I keep a record all communications sent from Corporate Messenger to my clients?
- Release notes 17 January 2020
- Release notes 13 December 2019
- Release notes 22 November 2019
- Release notes 01 November 2019
- Release notes 13 September 2019
- Release notes 20 August 2019