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For accounting firms

Formations, deeds and ASIC compliance

Company formations, trust deeds, SMSF establishment and ASIC annual compliance, handled for your client book and delivered under your firm.

Cathie in Adelaide, Ian in Sydney, Aaron across both
Aaron Garry, Director and Owner of CoSec Partners

Aaron GarryDirector and Owner

What firms tell us

Everyday work that slows a practice down

Company secretarial work is important, but it sits behind client deadlines, and that is usually where things start to slip.

01

ASIC compliance gets pushed down the list

Annual review fees, director changes and address updates all matter, but they rarely feel urgent until a deadline has already passed.

02

Trust deeds carry professional risk

If a deed turns out not to be compliant, someone has to stand behind it. Template services do not offer that level of professional sign-off.

03

A registration should not sit in a queue

When a client is ready to move, internal capacity should not be the thing holding up the registration.

04

Corporate secretarial people are hard to replace

They are difficult to recruit and expensive to train, and when someone leaves the knowledge usually goes with them. Deadlines keep coming while you recruit and retrain.

Three ways to work with us

Every firm handles corporate secretarial differently, so we run three service models. The work covered is much the same in each. What changes is who holds the registered agent status and whose name your clients see.

Technology enabled
White Label
CAS360 under your brand
CAS360 run under your firm's name, by our team
We implement CAS360 under your firm's brand, migrate your data, and manage it ongoing. Two tiers: Tier 1 we work behind the scenes through your team, or Tier 2 we deal directly with your clients via a branded email like cosec@yourfirm.com.au.
✓CAS360 branded as your firm
✓Full implementation and data migration
✓Company incorporations at 50% off the service fee
✓Two service tiers available
✓Volume pricing for larger books
Traditional model
Outsourced
Registered Agent
We become the registered agent for your clients
We become the ASIC registered agent for your clients, receive every annual statement, check the details, pay the review fee, arrange the solvency resolution, and handle all changes.
✓We become the ASIC registered agent
✓Annual reviews checked, paid, and closed on time
✓All changes and lodgements handled
✓Fixed annual fee per entity
✓Volume discounts for 20+ entities
Flexible
Ad Hoc
Individual jobs, quoted before we start
Keep your registered agent status and send us specific jobs as they come up. No retainer and no minimum commitment. Each job is quoted before we start.
✓You stay the registered agent
✓Each job quoted individually upfront
✓No ongoing commitment required
✓Same-day turnaround on most work
✓Send as much or as little as you need
Most firms choose White Label
If you want to see how it works, we can walk you through the implementation and data migration.

How it works

1
Choose how you want to work with us
White Label (CAS360 under your brand), Outsourced (we manage everything as registered agent), or Flexible (send us individual jobs). Most firms choose White Label.
2
We onboard your client book
We take over ASIC management, import your data and set up compliance tracking. Your clients are not contacted during the changeover.
3
The work gets done
Send work by email, online order or a chat with Claude. Formations, deeds, annual reviews and changes are handled by our team, and you get confirmation once each one is finished.
4
Partners stay out of routine admin
No late notices to chase, no write-offs to explain and no lodgement questions landing on a partner’s desk. The ASIC book is managed as routine work.
Already have an arrangement?

Switching from your current arrangement

You might be managing ASIC in-house, working in the portal yourself, or sitting with another provider. We handle the transition either way, and it happens behind the scenes.

Already outsourcing with another provider
We take over from other providers regularly. The transition typically takes two to four weeks, and there is no gap in compliance coverage while it happens.
When to switch your provider →

How long does onboarding take?

Most firms are fully onboarded within two to four weeks, with urgent deadlines covered from the first week. We import your client data, set up the compliance calendar, and confirm everything is live before we take over. Larger books take a little longer.

Will my clients be disrupted?

No. Your clients don't need to do anything and won't receive any communication from us. On the Outsourced model the ASIC registered agent changes behind the scenes; on White Label everything stays under your brand.

What information do you need from us?

A list of entities with their ACNs, and your current ASIC agent details. We handle the data migration, the agent transfer paperwork and the compliance calendar setup.

When does it take effect?

From go-live. Every annual review fee, solvency resolution and change notification becomes our responsibility that day.

“We are an accounting practice which have used them for many years for all our incorporations and SMSF deeds. Excellent service, extremely quick, and their pricing is at market rates. Will keep on using them.”
Stephen Lanuzza
Verified Trustpilot review ★★★★★

What your clients will experience

The biggest concern when outsourcing is disruption. Here's what actually changes for your clients: nothing.

Same documentation

Your clients receive the same constitutions, consents, share certificates and registers.

Faster turnaround

Formations are completed the same business day rather than waiting for a gap in your team’s workload.

Your name, your relationship

All communication goes through your firm. Your clients see your letterhead, your team, your service.

No client-facing change

We onboard your client book behind the scenes. No emails go to your clients and nothing changes in how they deal with your firm.

How we work

Every lodgement is 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 rather than corrected afterwards.
Every deed carries legal sign-off
Our legal partners review and sign off every trust and SMSF deed. Their indemnity covers the document.
Your clients deal with your firm
On Outsourced, White Label or Flexible, correspondence goes through your firm rather than ours.
The service moves with your staffing
If you are fully staffed you can send formations only. If someone leaves we can take on more of the book, and step back again once you have hired.

A natural extension of your in-house team.

We work in three service models, sized to your client book and how hands-on you want us to be.

Reviews from accounting practices

Our firm has dealt with CoSec Partners for some 20 years
Our firm has dealt with CoSec Partners for some 20 years. A most professional, efficient and prompt company to deal with. Nothing is ever to difficult to deal with.
Graham Holland
Holland Fielke, Public Accountants
Verified Trustpilot review ★★★★★ · Oct 2019
Prompt and professional service
Prompt and professional service. The team at CoSec Partners have always been excellent to deal with. My practice utilises their services in all of my clients company and trust creations. I would highly recommend CoSec Partners.
Cassi
Verified Trustpilot review ★★★★★ · Feb 2022
Quick and easy to order online
Quick and easy to order online. Uncomplicated and as accountants, our clients appreciate the quick service. The company I work for was using another service but the minute I started working for them I changed to CoSec Partners as I had used this company for over 25 years in another job as they are the best.
Michele Davies
Verified Trustpilot review ★★★★★ · Mar 2025