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Business Services
Business Services document

Service Agreement

The Cleardocs Service Agreement is a contract between:

  • a professional service provider (the 'Principal') who may be a company, corporate trustee, individual, individual trustee, partnership or partnership trustee; and
  • a service entity (the 'Service Provider') – a company or corporate trustee providing services to the Principal.
$143.00
  • Cleardocs fee incl GST $143.00
Product Benefits
  • Obligations and expectations of service providers is documented
  • Agreement is tailored to meet the needs of your organisation
  • Includes copy function for address details - saving you typing
  • Extensive online help and local phone support
  • Easy to use question interface
  • Customise binder covers with your firm's logo
Product Information

What documents are included in the Cleardocs Service Agreement package?

The Cleardocs Service Agreement package includes:

  • Service Agreement; and
  • an Establishment Kit explaining what to do next.

What information do you need to order a Service Agreement through Cleardocs?

Download our checklist for the information required to order a Service Agreement.

Tailoring the Agreement to the needs of your organisation

The Cleardocs system enables you to tailor common clauses in the Service Agreement to meet the needs of your organisation and the particular service provider.

For example, the Cleardocs Service Agreement allows the parties to determine the appropriate level of fees the Principal is to pay the Service Provider in return for the services. However, the Service Agreement does not set the actual rates — this is the responsibility of the parties involved.

The Service Agreement specifies that fees payable to the Service Provider must not exceed certain indicative rates published by the Australian Taxation Office in its publication 'Your service entity arrangements'.

Seek legal advice

The Service Agreement information here should be considered general in nature, and in no way interpreted as legal advice. You must always seek your own independent legal, accounting and financial advice about your particular situation. The summary on this page is for information purposes only.


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