March two minute update
Annual return e-filing – you’re good to go!
We've been testing e-filing Annual Returns with the Companies Office with a small group of firms and are ready to make this widely available. We've kept this to filing annual returns only at the moment, those requiring any changes still need be made through the Companies Office website.
Keep watch over the next few months as we expand this to support filings for companies with extensive shareholder filings and with changes to make with the Companies Office.
If you're interested in e-filing please follow the instructions outlined Below:
Or, if you prefer, you can join a demonstration webinar at either 9.30am Tuesday 4th April or 10.30amFriday 7th. To join, please email your preferred time to email@example.com and we'll respond with the login details.
Ability to manage more entity types and individuals
As previously mentioned, we're expanding to support other types of client including JV's, partnerships and individuals. We’re starting with individuals, which will allow you to store, share and sign documents with your personal and sole trader clients, all through the same personal workspace that gives them access to their trusts and companies. Planned enhancements include document packs, surveys and access to a private vault. All of this will soon be available at just $5 per user, per annum (plus GST).
We didn’t plan to create a branded client portal so soon, but….
A big firm really wanted our flexible signing and features, over the other portal options available to them – so we created one! With our new support for individuals as clients (see above) you can now offer them a branded portal experience. This builds on their personal workspace to add your firm’s branding, news feeds, contact information and profiles of personal advisors. This is made available at an additional $100/pa per advisor.
To join a demonstration webinar or for a demonstration at your office, send an email to firstname.lastname@example.org with ‘Portal’ in the subject line and we’ll be in touch to arrange it.
New Trustworks precedents and updates
As mentioned in the January newsletter, we’ve been undertaking a big review of the precedents included in Trustworks. This has resulted in updates to 41 precedents and 11 more being added. Two further Trust Deed variants, one where a protector appoints beneficiaries and another providing for final beneficiaries, are also being added soon.
3.1 - Deed of Appointment of Trustee (multiple Appointers)
3.2 - Deed of Appointment of Trustee (one Appointer)
3.5 - Deed of Retirement of Trustee
3.6 - Deed of Retirement of Trustee and Appointment of Trustee (multiple Appointors)
3.7 - Deed of Retirement of Trustee and Appointment of Trustee (One Appointor)
3.8 - Deed of Removal of Trustee (multiple Appointors)
3.9 - Deed of Removal of Trustee (one Appointer)
4.1 - Deed of Appointment of Beneficiary (multiple settlors)
4.2 - Deed of Appointment of Beneficiary (one settlor)
4.3 - Deed of Removal of Beneficiary (multiple settlor)
Res4.5 - Resolution to provide Guarantee of Beneficiary
Res4.7 - Resolution to occupy Trust Property
2.1 - Letter of Wishes (multiple Settlors)
5.1 - Deed of Appointment of Appointor (multiple Appointors)
6.1 - Deed of Acknowledgement of Debt
6.3 - Deed of Release of Debt (multiple Lenders)
6.5 - Deed of Partial Release of Debt (multiple Lenders)
6.10 - Deed of Novation of Debt (single Lender)
6.11 - Deed of Acknowledgement of Debt (trust as lender)
7.5 - Deed of Gift (multiple Donors)
7.8 - Deed of Gift (Real Estate) (one Donor)
7.9 - Deed of Gift (Real Estate subject to Mortgage) (multiple Donors)
7.12 - Certificate of Solvency
8.1 - Deed of Resettlement
9.1 - Agreement for Sale and Purchase of Real Estate (multiple Vendors)
9.2 - Agreement for Sale and Purchase of Real Estate (one Vendor)
9.3 - Agreement for Sale and Purchase of Real Estate Subject to Mortgage (multiple Vendors)
9.4 - Agreement for Sale and Purchase of Real Estate Subject to Mortgage (one Vendor)
9.5 - Agreement for Sale and Purchase of Company Shares (multiple Vendors)
9.6 - Agreement for Sale and Purchase of Company Shares (one Vendor)
9.7 - Agreement for Sale and Purchase of Personal Property (multiple Vendors)
9.8 - Agreement for Sale and Purchase of Personal Property (one Vendor)
9.9 - Deed of Nomination (multiple Purchasers)
9.10 - Deed of Nomination (single Purchaser)
Res4.7 - Resolution to occupy Trust Property
Res8.1 - Resolution of Resettlement (Disposing Trust)
Res9.1 - Resolution to Purchase Real Estate
Res9.2 - Resolution to Purchase Company Shares
Res9.3 - Resolution to Purchase Personal Property
Res10.2 - Adopt Investment Strategy
Res10.3 - Rebalance Investments
3.1.1 - Deed of Appointment of Trustees (multiple Appointers)
3.2.1 - Deed of Appointment of Trustees (one Appointer)
3.5.1 - Deed of Retirement of Trustees
3.6.1 - Deed of Retirement of Trustees and Appointment of Trustees (multiple Appointors)
3.7.1 - Deed of Retirement of Trustees and Appointment of Trustees (single Appointor)
4.1.1 - Deed of Appointment of Beneficiaries (multiple settlors)
4.1.2 - Deed of Appointment of Class of Beneficiaries (multiple settlors)
4.2.3 - Deed of Appointment of Beneficiary by Protector (one protector)
4.3.1 - Deed of Removal of Beneficiaries (multiple settlors)
4.3.2 - Deed of Removal of Class of Beneficiaries (multiple settlors)
5.1.1 - Deed of Appointment of Appointors (multiple Appointors)
A better view of your clients and their entities
We know it’s common for a trust to own shares in a company, or for company ‘A’ to own shares in company ‘B’, or for Sam to be a company director as well as being a trustee. As our products can manage trusts, companies, individuals, and soon also partnerships and JV’s, we’re making it easier for you to see all the entities your clients are involved with, and easier to navigate between them. This will be rolled out in April.
Join a webinar demonstration
Email your name and the date you’d like to attend and we’ll respond with login details.
Companyworks demonstration – Thursday 6 April at 11am
Trustworks demonstration – Friday 7 April at 2.30pm
Quote of the month
“If you do not change direction, you may end up where you are heading”
-- Lao Tzu