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Rebate Offer
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Minimum Initial Investment
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$137.50
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Expected Close Date
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Ongoing
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Create, update and store high quality legal documents using the Cleardocs service. Documents are created and provided online usign a simple to follow user interface so documents are available in minutes. All of the Cleardocs legal documents are signed off by top 20 law firm Maddocks, and written in plain language.
Self Managed Super Fund set up
A Self Managed Superannuation Fund package from Cleardocs allows you to order all the documents you need to set up a Self Managed Superannuation Fund. You can choose whether the trustee is to be a corporation or the individual members, and various other options for the deed and fund set up.
$137.50 SMSF set up package inclusions
- Product Disclosure Statement: summarises the features of the Self Managed Superannuation Fund you can order through Cleardocs.
- Consents for the trustees, or directors of the trustee.
- Minutes to set up the SMSF and to set its investment strategy.
- Applications, beneficiary notices, and TFN notices for the SMSF members.
- ATO trustee declaration form.
- The SMSF trust deed.
- An Establishment Kit setting out what to do next.
How to use Cleardocs
When you use Cleardocs, you answer questions on our online interface. You pay at the end - only if you are 100% happy with your answers. This means you can see how the system works and get comfortable using it without any obligation. Once you have paid for your document, you can download it instantly.
- Register as a Cleardocs customer for free.
- Select the product.
- Complete online questions.
- Review your answers and pay for document through ANZ's secure banking gateway.
- Download and print your document.
- If you ordered printing and binding, confirm printing.
Cleardocs will send you their monthly newsletter ClearLaw to keep you up to date with changes to legislative issues surrounding your legal document.
Got an SMSF already?
Cleardocs also offer a range of other documents for DIY super funds
- Change of trustee pack: $137.50
- Corporate trustee: $537.50
- Pension Pack: $299
- SMSF Borrowing from bank: $198
- SMSF Borrowing from related party: $599.50
- Death Benefit Nomination, either “temporary and binding” or “permanent and non-binding”: $49.50 per SMSF
- Death Benefit Agreement, permanent and binding: $71.50 per SMSF
Find out more about the Cleardocs service |
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