Documentation Suite

  Providing you with high quality, legally backed documentation that you can use to implement strategies and advice for your clients.

The NowInfinity difference

Legally backed

We’ve partnered with View Legal to provide you with complete peace of mind around documentation produced through our system.

Instant

High quality documents generated and ready to send in seconds. Working with your clients in real time has never been so easy.

Simple and easy

We’ve worked closely with our members to bring you an easy to use and intuitive interface which does most of the work for you!

Comprehensive and constantly growing

The NowInfinity document suite has 70+ templates and continues to grow and develop.

Workflow Optimised 

Implement tools like Docusign to finalise documents and communicate with your clients in a snap.

Streamline registrations

Setup bank accounts, ABN, TFN & ACNs in seconds. NowInfinity will share your data for you so you don’t have to repeat.

Integrated

We partner with other software such as Class Super and Xero to share data and remove rekeying.

Customisable

Add your company logos and branding to ensure your clients know who they are dealing with.

Any documentation produced on the NowInfinity platform is backed by our legal partner, View Legal.

View Legal are responsible for maintaining all master legal documentation templates and keeping them fully up-to date with law. View Legal are a specialist law firm who focus on superannuation, estate planning, structuring, tax, trusts, asset protection & succession planning. The View Legal team bring a wealth of knowledge and expertise that we know will give you the peace of mind you’re looking for when selecting a document provider.

Find out more about the View Legal Partnership by clicking here.

On Demand Pricing

Trusts

Price

Discretionary Trust

$285

Discretionary Trust Variation

$285

Change of Trustee of Discretionary Trust

$220

Change of Discretionary Trust Name

$110

Change of Unit Trust Name

$110

Unit Trust

$285

Hybrid Trust

$285

Unit Trust Variation

$285

Deed of Trust

$220

Deed of Variation for Foreign Unit Trust

$220

Deed of Variation for Foreign Discretionary Trust

$220

Superannuation Unrelated Investment Trust

$330

Trust Distribution Resolution

$0

Vesting of a Discretionary Trust

$220

Vesting of a Unit Trust

$220

NSW Land Tax Unit Trust

$330

Reg 13.22C Unit Trust

$330

Self Managed Superannuation Fund

Price

SMSF Deed of Establishment

$330

SMSF Establishment (Exemptions)

$330

CGT Transitional Provision Election

$110

SMSF Deed of Variation

$330

SMSF Variation (Exemptions)

$330

SOA Establishment

$220

SMSF Holding Trust

$440

Investment Strategy

$99

Trustee Consent & Member Application

$99

Change of Trustee

$220

Change of Fund Name

$99

SMSF Compliance Statement

$99

Binding Death Benefit Nomination (BDBN)

$99

QROPS SMSF Deed of Establishment

$330

QROPS SMSF Deed of Variation

$330

EPoA

Price

Enduring Power of Attorney NSW

$45

Enduring Power of Attorney QLD

$45

Enduring Power of Attorney SA

$45

Enduring Power of Attorney VIC

$45

Enduring Power of Attorney WA

$45

Hard Copy

$115

Reserves

Price

Creation of a Reserve

$110

Allocation from a Reserve

$110

Allocation to a Reserve

$110

Contribution to a Contribution Reserve

$110

Company Formations

Price

Standard Company (including $479 ASIC fee)

$525

ASIC Form 410 (Name Reservation)

$66

ABN / TFN Registration

FREE

SMSF Special Purpose Company (including $479 ASIC fee)

$525

SMSF Establishment with Corporate Trustee (including $479 ASIC fee)

$890

Constitutional Upgrade

$330

Agreements

Price

Confidentiality Agreement

$220

Partnership Agreement

$220

Commercial Lease

$190

Deed of Gift

$190

License Agreement

$220

Pensions

Price

Account Based Pension

$220

Account Pension Payment

$110

Market Linked Pension

$220

Transition to Retirement Pension

$220

Commutation of Pension

$110

Rollback of Pension

$110

Contributions & Withdrawals

Price

Lump Sum Cash Withdrawal

$110

Lump Sum In-specie Withdrawal

$110

Cash Contribution

$110

In-Specie Contribution

$110

Assets

Price

Purchase Asset

$110

Sale Asset

$110

Loans

Price

Division 7a Loan

$220

LRBA Suite

$550

Deed of Discharge and Release

$220

Deed of Forgiveness (other than LRBA)

$220

Deed of Forgiveness (LRBA)

$220

Deed of Discharge and Wind Up

$220

Secured Loan Agreement

$140

Unsecured Loan Agreement

$140

Call us on 07 5554 5398 to explore the NowInfinity difference today