Essential documents at your fingertips

Institute of Financial Professionals Australia members also enjoy 15% discount on all Cleardocs documents.

Cleardocs is a leading provider of online legal documents. First to market, and with more than 100,000 users, Cleardocs has been helping accountants, lawyers and financial planners produce high quality, plain-language legal documents online since 2002.

Cleardocs legal documents cover these product areas:

  • Companies  – Quickly set up your company and we can pre-populate and arrange your ABN, TFN, and GST registrations.
  • Trusts – Protect your assets for beneficiaries with our range of Trust documents including Discretionary (Family) Trust, Unit Trust (fixed and non-fixed), Hybrid Trust and more.
  • Superannuation - From setting up an SMSF through to winding up – we cover the entire life cycle of an SMSF.
  • Business services – Includes various business solutions to meet the needs of any business such as Business Name Registration, Trademark Application, Domain Name and more.
  • Employment & HR – Ensure your new employee and workplace agreements are clear by putting in place an employment agreement or an Employee Handbook in line with employment law.
  • Estate planning – Discover our comprehensive range of Estate Planning products including putting in place a power of attorney to creating simple or multiple testamentary trusts.

The documents are maintained to the highest standards to keep fully up to date with the law, and signed off by top-20 law firm Maddocks. Every document is delivered electronically in a matter of seconds after placing an order.


What is the benefit?

The business partnership between Institute of Financial Professionals Australia and Cleardocs entitles members to a 15% discount* off all Cleardocs documents. Register with Cleardocs for free and for the discount to be applied to your account.

*discount excludes ASIC fees, printing and binding, and courier costs.

Legal expertise

Top-20 law firm Maddocks ensures compliance with current legislative requirements, reviews case law, and communicates new developments via Cleardocs’ monthly ClearLaw legal bulletin. Maddocks provides a free legal helpline for customers using Cleardocs products.

Data integration

Cleardocs simplifies document creation for customers by using software integration with industry leading providers such as BGL CAS 360, BGL Simple Fund 360, Class and more. Data integration improves document accuracy and ensures better compliance by using customers’ data stored on other systems to pre-populate documents to simplify the document creation process and saves time for the professional user.


Questions about the Cleardocs interface or products? Call the Cleardocs Support on 1300 307 343 or email [email protected]

Institute of Financial Professionals Australia receives an agreed payment from Cleardocs for each sale generated under this third-party alliance. The revenue received is applied to maintain and improve the Association’s member services and to minimise, as far as possible, any increases in the cost of membership. All marketing costs in promoting these services to our members are borne by the individual program partner.

We shall not be under any legal liability for any loss or damage whatsoever or wheresoever caused to any person or entity using any product including but not limited to any written article, legal text or document, computer programme or other product supplied by any third party on behalf of Institute of Financial Professionals Australia to any party in respect of any loss or damage arising from or caused by either directly or indirectly the application and or use of the product supplied by the third party.


Become a
member today.

Need more information? Click here to view membership benefits or get in touch to discuss how being a member can help you in your role.

Join us