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.
|
Can I get a colour copy of Certificate of Registration?
Yes, ASIC provides an option to order a colour copy of Certificate of Registration for an additional fee. You can visit the ASIC website here to get it.
Step 1: Once your company is successfully registered, visit the ASIC website by clicking here.
Step 2: Search your company using its ACN or Company name within Organisation & Business Names and click on your company to see its details
Step 3: Go to the Certificates section and select the item and add to cart.
Step 4: Proceed to checkout. A valid email address will be required in this step.
After successful payment ASIC will email you the colour copy of Certificate of Registration.
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.