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Superannuation
SUPERANNUATION (SMSF) DOCUMENT

SMSF set up + register Corporate Trustee

A time-saving solution for SMSF trust setup that includes ASIC registration for the corporate trustee.

Easy SMSF trust setup

One of our most popular SMSF options, this bundle combines our Superannuation Trust (SMSF) and Company Registration products in one seamless workflow.

Our easy-to-use interface guides you through the process, creating your tailored SMSF trust deed and registering the corporate trustee with ASIC.

  • Use an award-winning SMSF trust deed that provides for borrowing and property investment.
  • Register your corporate trustee with ASIC in just minutes.
  • Integrate with BGL CAS 360 to save time on data entry and improve accuracy across both platforms.
  • Get a company constitution prepared by top 20 law firm, Maddocks, plus a full set of tailored SMSF and company documents, including ATO trustee declaration form, consent forms, and more.

PLUS Cleardocs makes it easy to add ABN, TFN and GST registrations (optional extras).

For the complete SMSF trust setup, you may wish to consider the SMSF Trustee bundle, a comprehensive and seamless workflow solution that includes the ATO registrations and more.

  • trust-page-icn1 25 minutes
  • trust-page-icn1 Optional printing, binding and delivery - from $97.90 (including GST)
  • trust-page-icn1 The master documents are written in plain language and are signed-off by our lawyers at Maddocks.
$892.90
  • Cleardocs fee incl GST $295.90
  • ASIC fee $597.00
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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;
  • 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.

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.

Do I need a Director Identification Number?

It is a requirement of law that directors now hold a Director Identification Number. If the product you are purchasing involves the creation of a company, creation of a corporate trustee or the appointment of a new director, then each director of the company/corporate trustee will need to verify their identity by applying for a director identification number (Director ID). Directors will retain the same Director ID even if they cease being a director, become a director of another company, change names or move interstate or overseas. Directors will not need to apply again or renew their applications.

If a person is appointed as a director:

  • between 1 November 2021 and 4 April 2022, they must apply for a Director ID within 28 days of appointment.
  • from 5 April 2022, they must apply for a Director ID prior to appointment.

For information on how to set up your Director ID, visit: https://www.abrs.gov.au/director-identification-number/apply-director-identification-number.

View all Frequently Asked Legal Questions
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    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.

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