Document checklists
By clicking on the links below, you can download the checklists associated with each Cleardocs document. These checklists are a useful tool to help you gather the information you need before you come online with Cleardocs to actually create the documents.
If you are a professional working within a firm, it can be useful to print and keep copies of these checklists at hand for making notes whilst with your clients.
Company Services
- Partnership Agreement
- Company Registration
- Sole Director Package
- Change To Constitution
- Division 7A Loan Agreement
Trusts
- Unit Trust - fixed
- Unit Trust - non-fixed
- Change of Trustee Discretionary Trust
- Change of Trustee Unit Trust
- Service Agreement
- Discretionary (Family) Trust
- Hybrid Trust
Superannuation
- Update to SMSF
- Superannuation Trust (SMSF)
- SMSF borrowing (related party)
- SMSF borrowing (bank)
- Change of Trustee
- SMSF Pension Pack
- Death Benefit Agreement
- Death Benefit Nomination
Employment and HR
Resources
Overview
How to use Cleardocs
Frequently asked questions
Frequently asked legal questions
Document checklists
Free client letter
Sample Australian legal documents
Pricelist
ClearLaw legal bulletin
ClearNews
Blog
Plain language
Links
Printing, binding and courier delivery
Business insights breakfast
SMSF Borrowing seminar
The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal accounting and financial advice must be obtained.
