Cleardocs

Cleardocs is an interactive online provider of ready to sign clearly written legal documents to the wealth management industry. The business was originally established in 2002 and since grown to have more than 31,000 registered users including over 5,600 accounting firms.

All master documents created by Cleardocs are signed off by Maddocks Lawyers, one of Australia’s top 20 lawyer firms.

Cleardocs focus on clarity, simplicity and ease of use means:

• Customers find the process of ordering a document simple and straightforward.
• Customers describe the documents as being “refreshingly clear”.
• Most documents can be completed in less than 15 minutes.
• Customers can access their documents online and check for updates i.e. SMSF deeds.

With Cleardocs advisers and accountants are able to create:

Company documents such as:

• Company registeration
• Company trustee
• Sole director package
• Changes to company constitution
• Division 7A loans
• Company name reservation

Trust documents such as:

• Distribution (Family) Trusts
• Unit Trusts – Fixed and non fixed
• Hybrid Trusts
• Service Agreements
• Bare Trust for SMSF borrowing

Superannuation documents such as:

• Self Managed Superannuation (SMSF) Trust Deed
• Updates to SMSF trust deeds
• Change of Trustee
• SMSF Pension Pack
• Installment warrants both related parties and banks
• SMSF death benefit agreements and nominations

Employment and HR policies and procedures manual