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The NowInfinity platform will assist you in optimising your workflows, giving you the ability to grow and strengthen your business.
© 2019, NowInfinity
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In one user-friendly platform, you can create entities, collaborate with other platforms and manage your client’s entities with ease.
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OverviewNowInfinity’s document platform sits at the core of the NowInfinity eco-system and is made up of over 70 legal documents backed by NowInfinity’s legal partner, View Legal.
Our goal is to provide you with high quality, legally backed documentation that you can use to implement strategies and advice for your clients with piece of mind. Whilst overlaying with efficiency, customization and integration.
High quality, legally backed documentation!
Who is Documentation Suite for?• Accountants/ Lawyers – day to day
documentation supporting clients structuring and business transactions.
• Bookkeepers – visual tool. Being able to access copies of client’s documentation so as to make the bookkeeping process seamless and efficient.
• Financial Planners – set up documentation to support the implementation of your financial planning advice.
Key Benefits
Legal Backing
All our documents have gone through and continually go through a deep legal review and drafting process.
Be efficient
Efficiently manage the creation and execution of documentation to support the advice that you have given your clients. Manage the complete work flow process from creation, management and completion.
Customisation
All of our documents can be branded to suit your business whilst the legal liability remains with us.
Integrated
Being connected to other platforms such as Xero Practice Manager and Class Super means you can simply pull your existing data into NowInfinity with the click of a button. This will cut down time spent moving between your platforms as they work seamlessly together.
Grow Your Revenue
Keep on top of your overheads with one yearly fee for access to all the documents on the platform.
Comprehensive and constantly growing
NowInfinity’s document suite has 70+ templates and continues to grow and develop.
Workflows Optimized
Implement tools such as Docusign to finalise documents and communicate with your clients in real time.
Streamline Registrations
Setup bank accounts, ABN, TFN and ACNs in seconds. NowInfinity will share your data for you so you don’t have to repeat.
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OverviewCorporate Messenger is our solution to managing companies in scale. Handle all of your ASIC communication and corporate compliance requirements in one of Australia’s premier cloud-based ASIC integrated platforms.
Who is Corporate Messenger for?• Accountants and ASIC agents
– handle all ASIC communication and corporate compliance requirements, from generating a document, lodging the document with ASIC, maintaining that document and keeping track of any lodgement fees.
Handle all of your ASIC communication and corporate compliance requirements!
Features we know you’ll love• Daily Summary: The ability to generate
daily, weekly or monthly reports regarding the status of any forms you have created and lodged through Corporate Messenger. This will allow you to stay one step ahead of late fees.
• Annual Statement Automation: A daily sync of annual statements from ASIC will ensure you always have a thorough picture of the status of all of your companies. You can also setup automatic personalised payment reminders for your clients which means less time spent on tracking and following up with clients and less late fees for your clients. This includes the use of text message features.
• Debt reporting: Debt reports are generated automatically for all users to ensure that companies are up to date on outstanding debts and help your clients avoid late fees.
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From our customers
“What once was a time consuming and often frustrating chore managed through the direct ASIC portal, has become easy and efficient”.
– Victoria Berry HBA Encompass
“Simple to use and logical software which has made short work of the time we used to take for Annual Returns in particular secretarial changes”.
– Matthew Knight, Hopscotch Accounting
“NowInfinity’s Corporate Messenger is a massive time saver for us – we recommend it for any business that looks after the ASIC compliance for their clients”.
– Kris Kitto, Superfund Wholesale
Key Benefits
Stay on top of late fees
By proactively tracking debts across all companies thereby reducing the occurrence of late fees.
Remain efficient
By staying one step ahead of compliance.
Proactively manage lodgement status
Effectively track the lodgment status of all your companies.
Save time and money
Eliminate repetitive data entry and avoid human error.
Conversion
Conversion of a cost center to a revenue stream.
Workflows
Implement streamlined workflows so that you save time and can scale your business.
Personalise
Build your client relationship with the ability to personalise and automate your outgoing communications.
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Australia’s 1st cloud based trust register!
OverviewTrust Register is our solution to removing the risks associated with managing trusts and making things simple. Trust Register has been designed to take full advantage of the platform’s automation, customization and communication features.
Trust Register allows the creation of trust-related documents, including establishment, issue, cancel, transfer of, appointment and removal of trustees, vesting and other trust administration processes in an efficient and streamlined way.
Who is Trust Register for?• Accountants – day to day documentation
supporting movements within the trust.
• Bookkeepers – visual tool, who are the beneficiaries and unit holders so that the financial statements can be reflective.
• Financial Planners – investors in a unit trust (i.e. buying or selling of units over a property).
• Stockbrokers, Lawyers – document repository in relation to all documents created for each trust.
Key Benefits
Mitigate your risk!
All your Trust information in one cloud-based location means no more time wasted sorting through files or spreadsheets.
Human error is a thing of the past with NowInfinity doing the tedious tasks such as adding available trust information into document templates for you, no repeat data entry!
Reduce your liability risk when it comes to changes made to your trusts which may affect stamp duty or CGT, by tracking all your changes in one central location and being one step ahead of compliance.
Be efficient!
Let NowInfinity do the heavy lifting for you. All future changes made to a trust will automatically be added to your trusts profile and register, whether prescribing additional units of changing a shareholder.
Scale up!
Trust Register will save you time hunting through physical information. You will have all your trusts profiles and information in one organized cloud-based location. You will have the ability to take on more clients and grow your business!
Trust Timeline
Trust Register will create a personalized timeline for every trust where you can easily see a snapshot of all historical changes made. You also have the ability to upload and store any other documents to this timeline, creating a true repository.
Document Repository
Standardise the documents you use to maintain your client’s trust structures. Trust Register will give you easy access to maintenance documents for each trust, which are all included in the per trust fee.
Grow Your Revenue!
Keep on top of your overheads with one yearly fee for each trust, this includes all of your trusts maintenance documents such as trust distribution resolutions! Too good to be true, right?
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NowInfinity’s SuperComply is our solution to managing SMSF’s in an efficient and compliant manner.
NowInfinity’s Estate Planning platform is an important part of NowInfinity’s Entity Management Suite.
SuperComply will allow you to:
• Maintain all of your SMSF’s in the one cloud-based register;
• Keep the profiles of each fund up to date. i.e. Change of trustee, addition or exit of member, change of fund name. Create these documents within the register. The trust profile of the fund will then be automatically updated with these structural changes;
• Document Repository: Visually store all documents created on the register on the document timeline. Structural changes, existing and new governing rules, historical documents, these can all be stored in the one centralised location. Quickly becomes the ‘source of truth’ on all your SMSF’s that you manage;
• Tailor the timing for future SMSF Variations for each fund. This could be annual, every three years or any date you wish. They will then run automatically in a client centric approach;
• Most of all benefit from what is the core of NowInfinity: Automation, Collaboration, Efficiency.
We have provided you with the tools and efficiency in setting up and managing entities, now you will have the tools in providing the succession planning documents in relation to these entities. Manage your clients from the cradle to grave.
Some of the key benefits:
• Shift the risk. All finalised documents are signed off by our legal partners ViewLegal;
• Produce Wills, Testamentary Trusts, EPO (state Based) in an efficient way. Benefit from the automation and collaboration capabilities of the NowInfinity platform;
• Introduce or expand estate planning services to your business in a ‘risk free’ way;
• Manage your client affairs from establishment of entities right through to the succession planning of those entities. All on the one cloud based platform.
Page 12nowinfinity.com.au
Contact usPhone (07) 5554 5398
Head OfficeLevel 3, 26 Marine Parade Southport QLD 4215
