What you get when you work with us
Everything included in working with CoSec Partners, set out by who it is for. Each item links to the page that explains it in full.
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A family business established in 1976Our story
For every client
These apply to every order, whoever you are and however much work you send us.
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Every lodgement is checked by a second person
Order online, by email or in Claude
Every service has an online order form. You can also email us your instructions, and approved firm accounts can connect Claude and order in a chat. However an order arrives, it is recorded in your client portal.
Start an order →
Same-day company registration
Instructions received before 2pm are usually registered the same business day. Where timing is tighter, or an older incorporation date is needed, shelf companies are available.
Company registration →
Consents signed online, in your firm’s name
Each director, secretary and shareholder can be emailed a link to check their own details and sign online. The email comes from your firm, replies go to you, and anyone who hasn’t signed is reminded over the next three business days with you copied. Or collect the signatures yourself and upload them in the portal.
Every lodgement checked by two people
Director details, addresses and share structures are checked by a second person before anything goes to ASIC, so errors are picked up before lodgement rather than corrected afterwards.
Legal sign-off on trust and SMSF deeds
Trust and SMSF deeds are drafted and signed off by Key Legal, an independent external law firm. CoSec Partners is not a law firm and does not give legal advice.
How legal sign-off works →
Prices published before you order
Every service has a published price, and the order shows our service fee and the ASIC fee separately before you submit. Larger and unusual jobs are quoted before we start.
Full service directory →
A client portal for every order
Track the status of each order, see who in our team is handling it, download your documents and invoices, and keep your details on file for the next order.
Client portal →
Pay by card or on invoice
Pay by card when you order, or choose to pay later on invoice. Approved firm accounts can also be billed weekly or monthly.
Printed registers if you want them
Every company formation includes the company register. Leather-bound register packs for companies and trusts can be added and are sent by courier.
Register packs →
Free compliance tools
Work out ASIC due dates with the deadline calculator, or ask for a free ASIC health check of your entities.
Free ASIC health check →
Three ways to work with us
White Label, where we run CAS360 under your firm’s name. Outsourced, where we become the ASIC registered agent for your clients. Ad hoc, where you stay the agent and send us individual jobs.
Compare the three models →
White Label CAS360
We implement CAS360 under your brand, migrate your data and manage it. Choose whether we work behind the scenes through your team or deal with your clients under your firm’s name.
White Label CAS360 →
Trust deeds at volume
Discretionary, unit, hybrid and SMSF deeds for firms preparing them regularly, with volume pricing quoted to your firm’s deed mix.
Trust deeds for firms →
AML reliance arrangement
If your firm is a reporting entity, you can set up a reliance arrangement in the client portal. We then rely on the customer due diligence you have already done, so your clients are not verified twice.
Set it up in the portal →
A shared firm account
Colleagues on your firm’s email domain can share orders in the portal, so anyone in the team can check where a job is up to.
Onboarding without client contact
Moving your client book across typically takes two to four weeks. We import your data and set up the compliance calendar, and your clients are not contacted during the changeover.
How switching works →
Cover when staff leave
If you are fully staffed you can send us formations only. If someone leaves we can take on more of the book, and step back again once you have hired.
If your admin has just left →
Three free formations
Try us with three company formations at no service fee and no ongoing commitment.
Free trial →
Refer another firm
Your firm has its own referral code in the portal. A firm you refer gets a discount on its first order, and your firm earns account credit.
Your constitution, ours or none
Send us your firm’s constitution and we register the company with it. You can also register on the replaceable rules, or use our standard constitution with ordinary and multiple share classes.
Constitution options →
Entities timed to settlement
Registrations, share transfers and director changes are coordinated around the dates your transaction needs. Shelf companies are available when settlement cannot wait.
Several entities for one deal
Holding company, operating company and trustee company set up together, with shared director and shareholder details entered once.
Share and officeholder changes
Transfers, allotments and class changes, plus director appointments and resignations. Documents prepared, ASIC notified, certificates issued and registers updated.
Delivered to your firm
Documents come to your firm and your client deals with you. We work as an extension of your team.
Your formats remembered
Tell us once how you want documents presented and named. It is recorded against your firm and applied to every later order.
AML reliance for reporting entities
Firms that are reporting entities can set up a reliance arrangement in the client portal, so clients you have already verified are not verified again.
Try one job first
Most firms start with a single formation to test turnaround and document quality. There is no minimum and no ongoing obligation.
One register for the whole group
Review dates, officeholders, share structures and registered offices are reconciled against the ASIC record and tracked in one place.
For corporate groups →
Deadlines worked early
Each obligation is started early in its window. You get confirmation that it is done rather than a reminder that it is due.
An outsourced company secretary
Registers, resolutions, lodgements and ASIC correspondence handled for each entity, scaling with the number of entities rather than headcount.
In-house compared with outsourced →
Resident directors
An Australian-resident director for foreign-owned companies, with compliance monitoring.
Resident directors →
Registered office and virtual office
A staffed street address at 232 Unley Road, Unley SA. It can be used by a company registered in any state, and ASIC correspondence is handled on receipt.
Address services →
Foreign subsidiary compliance
Setup and ongoing compliance for Australian subsidiaries of overseas companies.
Foreign subsidiaries →
The same people on your group
More than one person knows your entities, so leave and resignations do not stall your file.