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Online trust deeds, companies and other legal documents

Clarity, Simplicity, Ease of Use along with the right price, were the main criteria we looked for when conducting research to find the best online Trust deeds, companies and other legal documents provider. And we are pleased to partner with Cleardocs, who met all of the above criteria.

Cleardocs is a simple, effective online system for creating and managing legal and related documents. You answer simple questions to personalise the documents with the relevant details and to tailor them to suit your needs. They are then emailed directly to your desktop - in a matter of minutes.

The cost  is also significantly lower than those of other providers - and there is no set-up fee, no licence fee and no subscription fee. (all listed prices inclusive of GST).

Cleardocs has updated their SMSF documents to reflect a change to the law about SMSF Borrowing that took effect on 7 July 2010.  They have changed:

  • the SMSF deed document package; and
  • the SMSF Borrowing document packages - for when the lender is a bank, and for when the lender is a related party.

As always, the changes have been signed-off by their lawyers at Maddocks, who have summarised the changes in an article  published in their ClearLaw newsletter.  You can read the full article here.

Partnership Agreement $198

Cleardocs now offers a Partnership Agreement.

The Cleardocs Partnership Agreement document package includes:

  • Partnership Agreement
  • Minutes of Meeting at which the Partners of the Partnership resolve to form the Partnership, and appoint bank signatories
  • Minutes of Meeting of any Trust's trustee (sole or joint) resolving to join the Partnership - and if the trustees are joint trustees, appointing a nominee to act on their behalf
  • Minutes of Meeting of the directors of any Company resolving to join the Partnership and appointing a nominee to act on the company's behalf. 

Non-fixed unit trust $137.50

In the past, the Unit Trust that Cleardocs provided was a "fixed" unit trust.  Now we give you a choice of both "fixed" and "non-fixed" unit trusts - the difference is explained here.

As always, our master documents, interfaces etc. for the new Unit Trust - non-fixed are signed-off by our lawyers at Maddocks.

Change of Trustee documents for SMSFs $137.50
 
Cleardocs now offers Change of Trustee documents for SMSF's.  You can use the Change of Trustee package to:

  • replace individual trustees with a corporate trustee
  • replace a corporate trustee with individual trustees
  • remove trustees
  • retire trustees
  • add trustees.

Cleardocs SMSF Instalment Warrant Arrangement Package $599.50

On behalf of our Member Benefit Partner, Cleardocs, we are pleased to announce that an Instalment Warrant Arrangement package - prepared so that your SMSF can borrow money in accordance witht the Superannuation Industry (Supervision) Act 1993 (SIS Act) - is now available.

Cleardocs Registration Documents Package $137.50

You can now also use Cleardocs to create the establishment document package for a company that is already registered with ASIC.

The full range of Cleardocs Documents includes:

Company Services

  • Company Registration - $537.50
  • Registration Documents Only - $137.50
  • Company Name Reservation - $62.00
  • Sole Director Package - $49.50 
  • Change To Constitution - $99.00
  • Division 7A Loan Agreement - $71.50

Trusts

  • Unit Trust - $137.50
  • Hybrid Trust - $137.50
  • Discretionary (Family) Trust - $137.50
  • Service Agreement - $137.50

Superannuation

  • Superannuation Trust (SMSF) - $137.50
  • Update to SMSF - $99.00
  • Change of Trustee - $137.50
  • Death Benefit Nomination - $49.50
  • Pension Pack - $299.00
  • Instalment Warrant Arrangement Package - $599.50
  • Death Benefit Agreement - $71.50
In order to do a Cleardocs Change of Trustee, the SMSF must have a Cleardocs deed. You can update to a Cleardocs deed for $99

Related services

  • Domain Registration
    • Domains
    • Web Hosting
    • Email Forwarding
  • Cleardocs Pro

Click here to purchase your online legal document.

All Cleardocs master documents are signed off by the Top-20 law firm Maddocks, who also provide a free legal helpline in relation to the documents.



Taxpayers Australia Inc receives an agreed payment from Cleardocs for each sale generated under this third party alliance. The revenue received is applied to maintain and improve the Association’s member services and to minimise, as far as possible, any increases in the cost of membership. All marketing costs in promoting these services to Taxpayers Australia and Superannuation Australia members are borne by the individual program partner. 

Taxpayers Australia shall not be under any legal liability for any loss or damage whatsoever or wheresoever caused to any person or entity using any product including but not limited to any written article, legal text or document, computer programme or other product supplied by any third party on behalf of Taxpayers Australia to any party in respect of any loss or damage arising from or caused by either directly or indirectly the application and or use of the product supplied by the third party.  

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