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SMSF set up + register Corporate Trustee

Cleardocs allows you through a single question interface, to simultaneously:

  • set up your SMSF; and
  • set up and register the company that will be the corporate trustee of your SMSF.

We register your company with ASIC online and provide you with all the documents you need to set up your Australian company and your SMSF. You make a single payment and you can request a single printing order. Cleardocs can also arrange your fund's ABN, TFN and GST registrations.

If you are setting up your SMSF with a corporate trustee, you may wish to consider the SMSF Trustee bundle, a comprehensive and seamless workflow solution for your SMSF set up. This includes the fund's investment strategy, ATO registrations and more.

  • Cleardocs fee incl GST $291.50
  • ASIC fee $512.00
Product Benefits
  • One interface to create an SMSF and set up the corporate trustee
  • Option to simultaneously purchase Cleardocs SMSF Minutes & Resolutions and Company Minutes & Resolutions package at a discounted price
  • a single question interface — saving you time and typing
  • 1 payment for the Cleardocs fee and single printing order
  • Access to our ASIC electronic lodgement portal 24/7 for company registration
  • Full set of tailored company and SMSF set up documents
  • Simple process for your fund's ABN, TFN & GST applications
  • Copy function for address details
  • Comprehensive and widely accepted SMSF trust deed
Product Information

What documents are included in the Cleardocs package?

Your document package includes a full set of documents for your SMSF set up and Company Registration:

Superannuation Trust (SMSF)
  • the SMSF Trust Deed — the Deed is customised to reflect the SMSF has a corporate trustee;
  • a Product Disclosure Statement summarising the features of the SMSF;
  • Consents for the directors of the corporate Trustee;
  • Minutes to set up the SMSF and set its investment strategy;
  • Applications, beneficiary notices and TFN notices for the SMSF members;
  • ATO trustee declaration form;
  • Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register; and
  • an Establishment Kit explaining what to do next.
Company Registration
  • Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered company name;
  • the company's Constitution — the Constitution is customised to reflect that the company is the trustee of a superannuation fund;
  • Consent to act as Director;
  • Consent to act as Secretary;
  • Application for shares;
  • Minutes of a meeting of directors;
  • Share Certificates;
  • Consent to act as Public Officer;
  • Notice of appointment of Public Officer; and
  • an Establishment Kit explaining what to do next.

What information do you need to set up your SMSF + register Corporate Trustee?

You can download checklists associated with the Cleardocs documents:

A Cleardocs first — 2 products, 1 interface

This is the first Cleardocs document package that combines 2 existing Cleardocs products into one solution. The benefits you will experience include:

  • a streamlined solution;
  • you will receive a full set of documents from 2 products;
  • online registration of the corporate trustee with ASIC;
  • a single question interface — saving you time and typing;
  • 1 payment for the Cleardocs fee; and
  • a single printing order.

Company may ONLY be the trustee of a superannuation fund

This product will register a company which is set up only to be the trustee of a superannuation fund — it is not allowed to do anything else. If you wish for the company to be able to do other things, you should use the Company Registration document package.

General Information for your Superannuation Trust (SMSF)

You can read about setting up an SMSF Trust through Cleardocs on the Superannuation Trust (SMSF) product page.

General Information for your Company Registration

You can read about registering a proprietary limited company through Cleardocs on the Company Registration product page.

Apply for a Cash Management Account

When using Cleardocs to set up an SMSF on behalf of your client, you can start an application for a cash management account (CMA) with Macquarie Bank or NAB.To start an application, you order a Superannuation Trust (SMSF) document package and then on the interface, answer "Yes" to the question: "Do you want to start an application for a cash management account (CMA)?"

The Cleardocs system then:

  • uses the information you entered on the interface to partially complete your client's CMA application; and
  • submits the application to Macquarie electronically (if relevant); or
  • provides you with instructions on how to lodge your NAB application (if relevant).

The relevant bank will then contact you directly about your application.

Seek legal advice

The SMSF set up + register Corporate Trustee 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.

Frequently Asked Legal Questions

Cleardocs is not a law firm. So as with all the legal material on this site, the answers to these "frequently asked legal questions" are provided by the law firm Maddocks. Cleardocs does not endorse those answers.

Expand All

Can my SMSF have up to 6 individual trustees?

Legally, yes. However, more than 3 individual trustees is unwieldly and makes registration of assets in the name of the SMSF difficult (for example, brokers and ASX companies will not follow more than 3 people to be listed as owners of shares). Maddocks, therefore, does not recommend that a SMSF has more than 3 individual trustees. Instead of appointing more than 3 individual trustees of a SMSF, we recommend that you consider appointing a corporate trustee.

how to use cleardocs
  • A simple and fast process:

    • process-icn1

      Register as a User - it's free;

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      Select your required document;

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      Answer the online interface questions;

      i. If you are unable to complete the question interface, you can save the document and return to it later.

      ii. We provide help-text beside many questions. To see the help-text, simply click the beside the question. Common questions and answers relating to our document packages can also be found at our legal FAQ's.

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      Pay by credit card
      (Visa or Mastercard);

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      Receive, download and store the document; and

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      If printing and binding is ordered, confirm.

    For any questions or assistance in this process, we have local helpline support. Call us on 1300 307 343.

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