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Trusts

Trusts Documents

Setting up an Australian trust online is easy.

A trust deed can form a part of an estate planning strategy and can be used as a holding entity for investment and commercial real estate and other fixed assets. Trusts are often seen as a tax effective structure and a means to protect assets for beneficiaries.

Whoever you are – accountant, financial planner, legal practitioner, private business, appointer or trustee - our comprehensive range of trust documents and user friendly interface guide you through the trust set-up process.

Please note that all prices are shown including ASIC fees where applicable. Please see product page to see a price breakdown.

Popular Products

trusts
Discretionary (Family)
Trust

Create all the documents you need through an easy, guided process.

$156.75 incl GST
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trusts
Family Trust Trustee Bundle

Create a family trust with corporate trustee with ABN, TFN and GST registration in one simple step.

$875.00 incl GST and ASIC fees
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trusts
Unit Trust - fixed

Create a trust where interest is represented by units and each unit holder's entitlement is fixed.

$159.50 incl GST
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trusts
Discretionary Trust - bucket company

Set up a bucket company structure for your existing discretionary trust as part of your overall financial strategy.

$974.00 incl GST and ASIC fees
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trusts
Hybrid Trust

Set up an Australian Hybrid Trust (also known as a Hybrid Discretionary Trust). In a this trust, entitlement to some part of the trust income or capital is fixed and the trustee has discretion to distribute the remainder.

$181.50 incl GST
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All Trusts Documents

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Why choose Cleardocs

Trusted by leading Accountants, Financial Planners and Lawyers. Quality, consistency and compliance made easy. Save time with Cleardocs Online documents, so you can give more time to what your clients value most!

Extensive Document Suite Extensive Document Suite
Current & Compliant Current & Compliant
Fast Legal Document Creation Fast Legal Document Creation
Over 100,000 Trusted Users Over 100,000 Trusted Users
Update & Manage Online Update & Manage Online
Authorised ASIC Software Provider Authorised ASIC Software Provider
Securely Stored and Managed Online Securely Stored and Managed Online
Cost Efficient Process Cost Efficient Process
Local Support Team Local Support Team
Extensive Software Integrations Extensive Software Integrations
No Sign Up or Ongoing Fees No Sign Up or Ongoing Fees
Enterprise Pricing Available Enterprise Pricing Available
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partners & integration
BGL Integration

Updating SMSF trust deeds is simple, fast and accurate when using our integration option with leading superannuation software provider BGL.

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partners & integration
Backed by top-40 Law Firm, Maddocks

Every document is backed by Maddocks so you can be confident that your documents are to-the-minute current and completely compliant with Australian Company Legislation.

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product benefit
Keep it simple with Cleardocs

Create rock-solid legal documents in a matter of minutes. Our award-winning range is expertly crafted and always current and compliant. Plus, our ever-expanding software integration options make helps you get things done faster and more accurately.

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  • legal-advice

    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.

how to use cleardocs

  • A simple and fast process:

    • process-icn1

      Register as a User - it's free;

    • process-icn1

      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.

    • process-icn1

      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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