Trust Register

Yes, the Trust Register automates the creation, updating, and tracking of trust documents as part of NowInfinity’s integrated platform, such as trust resolutions, appointments of trustees, and unit transfers. This saves time, reduces errors, and ensures compliance with regulations. 

Yes, the Trust Register integrates seamlessly with other NowInfinity solutions, such as Corporate Messenger and Documentation Suite, as well as trusted third-party platforms, enabling a smooth workflow across your practice.  

A cloud-based trust entity management system offers several advantages over traditional manual processes. Ease of use: A centralised cloud-based register provides efficient maintenance of trust records, eliminating the need to re-enter data or maintain separate spreadsheets. Trust Register also streamlines the ordering of related documents. 

Trust Register is a powerful, cloud-based solution designed to streamline trust management. It allows trustees, accountants, and administrators to manage trust details, generate compliant documents, and access a centralised, real-time record of all trust-related activities. 

Trust Register supports compliance with ASIC obligations by providing a system for managing annual returns with integrated electronic signing functionality for a seamless workflow. 

The Trust Register operates on an annual per-trust fee. This fee includes access to standard maintenance documents like trust distribution resolutions, with no hidden charges for included features. 

Trust administration software, such as Class’ NowInfinity Trust Register, simplifies the management of trusts by centralising all trust-related documents and processes in one cloud-based location. It automates routine tasks like creating and updating trust documents, ensuring compliance, and tracking changes over time.  

We offer comprehensive training and support, including: 

• On-demand e-learning courses to help you navigate the platform. 

• Webinars on best practices and advanced features. 

• In-app guidance for step-by-step assistance. 

• A dedicated support team available via phone or email. 

Additionally, we provide an ASIC training course covering the roles and responsibilities of registered agents. 

The Trust Register supports a range of trust types, including discretionary trusts, unit trusts, hybrid trusts, and testamentary trusts. 

Automating trust document management optimises trust entity administration by reducing the time and energy required to routinely check and update documents. An automated trust document management system also minimises the risk of human error and tracks all changes to the trust, allowing for comprehensive audits in the future. 

A cloud-based platform like Trust Register ensures secure, real-time access to trust information and documentation from any location. It eliminates the need for spreadsheets or manual filing, reduces errors, and allows seamless collaboration between trustees, accountants, and administrators.