For more information, please refer to the instructions below.
Step 1 : Go to Create Document
Step 2 : Access any of the available documents
Step 3 : Click the integration link
The list available via this integration is based from the created new companies, trusts and SMSF establishment and SMSF variation documents that are created via the portal (Create Documents page). Data is not based on the information we have for the officeholders in any of their companies in Corporate Messenger.
The list is automatically refreshed every Sun/Mon/Tues/Wed/Thurs night at 9 PM. But clients can also refresh the list anytime they want using the refresh button.
Step 4 : Select the required individual or other entity.