I am setting up a new trust with a corporate trustee where can I get documents?

Hamish McElwee

• 18 August 2026 00:12

0

• Official comment

  

  Andre Jones

  • 04 September 2026 02:20

  Hi Hamish, 

  Thanks for reaching out. 

  Creating a Corporate Trustee contact in Simple Fund 360 or Simple Invest 360 won't generate any documentation on its own.

  Once you've created the corporate trustee contact, add it under Fund Relationships (drag the company into the trustee spot, then add its directors to the contact).

  After that, when you generate reports for the trust, like the Trustee Minute, Trustee Minute/Resolution, Trustee Resolution, or Trustee Declaration, the corporate trustee's details will be pulled through automatically.

  If you're after additional documents beyond this, a provider like Smarter SMSF or Cleardocs can create those for you.

  Please let me know how you go with this.  

   

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