Trust Register

Take full advantage of the platform’s automation, customisation and communication benefits with all trust related documents in one cloud-based location.

Easy creation of trust related documents

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.

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Highly efficient solution for your trust entity management

Discover all the benefits of using Australia’s 1st cloud based trust register

Save time
Save time wasted sorting through files or spreadsheets. Let NowInfinity do the tedious tasks, like adding available trust information into document templates for you.
Mitigate your risk
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.
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.
Trust timeline
Trust Register will create a personalised 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.
Document repository
Standardise the documents you use to maintain your client’s trust structures. Get 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, including maintenance documents such as trust distribution resolutions.

Frequently Asked Questions

Can I set this up without professional advice?

You can, but it’s a good idea to seek legal, tax, or financial advice to make sure the structure suits your needs and goals.

Do I need to register with the ATO?

Yes. After setting up your SMSF and trustee company, you’ll need to register the fund with the ATO and elect for it to be regulated.

How many members can an SMSF have?

An SMSF can have up to six members, each of whom must generally be a director of the corporate trustee.

Is it more expensive to set up a corporate trustee?

There’s an upfront ASIC registration fee, but ongoing annual fees are lower for special purpose companies—and the long-term administrative benefits often outweigh the initial cost.

What documents are included in the SMSF setup?

You’ll receive a trust deed, company constitution, member and trustee consents, and other key documents required to establish the SMSF and trustee company.

What is a special purpose corporate trustee?

It’s a company set up solely to act as the trustee of an SMSF. This type of company is eligible for reduced ASIC annual fees.

Why choose a corporate trustee over individual trustees?

Corporate trustees make it easier to manage membership changes, maintain clearer asset separation, and simplify compliance.

Grow your business. Request a personalised Demo.

We’re here to help. Why not request a demo, so you can see first-hand how intuitive our solutions are, and the dramatic productivity gains they can deliver?

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