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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

Company

Trust Documents

Trusts

Superannuation

Superannuation (SMSF)

Business Services

Business Services

Estate Planning

Estate Planning

Employment and HR

Employment and HR

how to use cleardocs
  • A simple and fast process:

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      Register as a User - it's free;

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      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.

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      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.

Our entire document suite on demand

With a wide range of documents, Cleardocs is the most comprehensive document suite available - all in one place. You can be confident that our documents are current and compliant, with compliance upgrades to popular documents just a few clicks away.