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Trusts
Trusts Document

Trusts - corporate trustee

You can use Cleardocs to set up a trust with a corporate trustee. If you are setting up a discretionary (family) trust, you may wish to order our Family Trust Trustee bundle, which provides a comprehensive and seamless workflow solution.

Otherwise, you can follow the 2 step ordering process below:

Step 1:

Register the company that will be the trustee of the trust using the Cleardocs Company Registration package (if it has not already been registered); and then

Step 2:

Set up the trust using a Cleardocs trust package and insert the details of the corporate trustee from Step 1.

You can set up the following trusts through Cleardocs:

$650.60
  • Cleardocs fee incl GST $138.60
  • ASIC fee $512.00
Product Benefits
  • Includes copy function for address details - saving you typing
  • Allows export of BGL CAS file
  • Extensive online help and local phone support
  • Lodgement of your company registration application with ASIC 24/7 using our electronic lodgement portal
  • Full range of tailored company set up documents
  • Easy to use question interface
  • Full range of trust documents - customised to reflect that the trustee is a company
Product Information

How to set up a trust with a corporate trustee through Cleardocs

The table below explains the full requirements:

Step What do you need? Where is there more information? Solution: How to complete this step
Step 1 Register the company that will be the trustee
A registered company You can read about registering a company through Cleardocs here. You can register a company through Cleardocs here.

Step 2 Set up the trust
A trust You can read about setting up a:
  • Discretionary (Family) Trust here.
  • Unit Trust - fixed here.
  • Unit Trust - non-fixed here.
  • Hybrid Trust here.
You can create all the documents you need to set up a:
  • Discretionary (Family) Trust here.
  • Unit Trust - fixed here.
  • Unit Trust - non-fixed here.
  • Hybrid Trust here.

General Information for your Company Registration

You can read about registering a proprietary limited company through Cleardocs here.

General Information for your Discretionary (Family) Trust

You can read about setting up a Discretionary (Family) Trust through Cleardocs here.

General Information for your Unit Trust – fixed

You can read about setting up a Unit Trust – fixed through Cleardocs here.

General Information for your Unit Trust – non-fixed

You can read about setting up a Unit Trust – non-fixed through Cleardocs here.

General Information for your Hybrid Trust

You can read about setting up a Hybrid Trust through Cleardocs here.

Seek legal advice

The Trusts – 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.


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