What Castle Corporate does

Castle Corporate Pty Ltd is an Australian incorporated legal practice, founded in 1992/1993 and headquartered at 555 Collins Street in Melbourne, that prepares and supplies legal structures for companies, trusts and self-managed super funds (SMSFs). The firm's customers are predominantly Australian accounting, tax and financial advisory practices that outsource the preparation of compliant legal documents for their own clients, plus SMSF trustees purchasing bank-approved deeds directly. Core products span ASIC company registrations (proprietary, public, super fund trustee, professional practice and foreign), a broad range of trust structures (discretionary, unit, hybrid unit, class unit, farm and young farmer discretionary), SMSF trust deeds and amendments, business name registrations, corporate secretarial services, ABN/TFN registrations, and appointor succession plans.

Revenue is generated almost entirely through transactional, per-document unit pricing (typical prices range from $44 for an SMSF member removal to $517 for a Class Unit Trust Premium package), with pay-as-you-go billing, package tiers (Electronic, Paper, Premium), and modest discounts for bundled SMSF changes. The go-to-market is sales-led and self-serve B2B: accountants and advisors place orders directly through Castle's online document ordering platform, which is natively integrated with the dominant Australian accounting software stack — BGL Simple Fund 360, BGL CAS360, Class Super, Xero Practice Manager, MYOB Practice Manager — as well as the ATO, allowing order forms to be populated directly from client data. Every order is manually reviewed by specialist in-house tax, corporate and trust lawyers, with 24-hour turnaround, phone/email support, free online document storage and no credit card surcharges.

In July 2023 Castle was acquired by ASX-listed Sequoia Financial Group Limited, joining a portfolio of corporate-services brands (Docscentre, Docscentre Legal, Constitute, NTAA Corporate, Panthercorp). The acquisition is strategic: Castle's specialist legal expertise and bank-approved SMSF deeds are expected to combine with Sequoia's broader technology platform. The full Castle team, including founder and Managing Director Jenny Hamley, was retained. The firm currently operates with 11–50 employees and serves customers nationally across Australia.

Name

Castle Corporate

Legal name

Castle Corporate Pty Ltd

Website

https://castlecorp.com.au

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Castle Corporate is an Australian incorporated legal practice that prepares company, trust, and SMSF legal structures for accountants, financial planners, and SMSF trustees through an online ordering platform integrated with major accounting software.

Ownership category

akta.pro rank

Product category

Corporate Legal Document Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Management of Companies and Enterprises (551), Trusts, Estates, and Agency Accounts (525920)

SIC

Finance Services (6199)

akta.pro primary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Company formation services
• Trust establishment services
• SMSF trust deeds
• Corporate secretarial services
• Business name registration

Headquarters

HQ city

Doncaster

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Company Formation Services: One-time fees for ASIC company registrations including certificates, constitutions, minutes, consents, registers, and Form 201. Offered in Electronic, Standard, and Premium packages with varying deliverables and price points.
2. Trust Formation Services: One-time fees for establishment of discretionary trusts, unit trusts, hybrid unit trusts, farm discretionary trusts, and class unit trusts. Pricing varies by trust type and package tier (Electronic, Paper, Premium).
3. SMSF (Self-Managed Super Fund) Services: One-time fees for SMSF trust deed establishment, fully compliant deeds approved by all major Australian banks, along with change of trustee, deed updates, and member additions/removals.
4. Corporate Secretarial Services: Fees for company changes including adopting new constitutions, capital reductions, capital restructures, name changes, officer/shareholder changes, company re-instatements, voluntary deregistrations, ASIC registered agent and registered office services.
5. Stamp Duty Processing: Castle provides in-house stamping service for trust deeds with authority from the State Revenue Office of Victoria. Fee of $55 for electronic submissions and $77 for hard copy submissions.
6. Business Name Registration: Fees for new registrations, updates, renewals of business names through the national ASIC business names registration service.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Castle Corporate is an Australian legal document services firm that prepares and supplies legal structures for companies, trusts, and self-managed super funds (SMSFs). It serves accountants, financial planners and advisors through an online ordering platform integrated with major accounting software (BGL, Class, Xero, MYOB) and government bodies (ASIC, ATO), with every order manually reviewed by in-house legal specialists.

Product overview

Castle Corporate is an Australian legal document services provider offering a comprehensive portfolio of company, trust, and SMSF formation services through its document ordering platform. The core offering comprises company registrations (proprietary, public, super fund trustee, professional practice, foreign types), various trust structures (discretionary, unit, hybrid unit, class unit, farm/young farmer discretionary), self-managed super funds, associations, business names, and corporate secretarial services. The platform integrates natively with major accounting software (BGL Simple Fund 360, BGL CAS360, Class Super, Xero Practice Manager, MYOB Practice Manager) enabling streamlined order processing. Additional services include in-house document stamping, appointor succession planning, and corporate restructuring support.

Differentiator

Problem solved

Functional benefit

Brands

• Castle Corporate: Australia's trusted supplier of legal structures for companies, trusts and SMSFs, serving accountants and financial advisors.

Products and services

• Company Formation Services ASIC registrations for various company types including proprietary, public, super fund trustee, professional practice, foreign companies, and name reservations with flexible share classes, targeted at accountants and advisors forming client companies.
• Discretionary Trusts Family discretionary trust deeds providing asset protection, tax-efficient income distribution, and succession planning capabilities for clients of accountants and financial planners.
• Unit Trusts Standard unit trusts with fixed interest in capital and income, available in Standard, Fixed, and Regulation 13.22C types.
• Class Unit Trusts Unit trusts with different rights assigned to different classes of units, allowing differentiated income, voting, and capital rights.
• Hybrid Unit Trusts Unit trusts that combine unit holder rights with beneficiary distributions, offering flexibility for income and capital allocation.
• Farm Discretionary Trusts Discretionary trusts designed for primary production land acquisition with stamp duty exemptions for family farm transfers, including a Young Farmer variant for farmers under 35.
• Self-Managed Super Funds (SMSFs) Fully compliant SMSF trust deeds approved by all major Australian banks, with establishment, change of trustee, deed updates, and member additions/removals.
• Company Restructures Corporate secretarial services including capital reductions, restructures, company reinstatements, and voluntary deregistration.
• Business Name Registrations Business name registrations, updates, renewals and management services through the national ASIC business names registration service, with expert legal support.
• Corporate Secretarial Services Post-formation company changes including officer appointments, share class modifications, constitutional adoptions, ASIC registered agent and registered office services.
• Associations (Public Company Limited by Guarantee) Public company limited by guarantee structures for associations and non-profit organisations.
• Appointor Succession Plans Tailored succession plans for trust appointors with single, joint, or family appointor configurations.
• Document Stamping Service In-house deed stamping service authorised by the State Revenue Office of Victoria for trust deeds across Australian jurisdictions; $55 for electronic and $77 for hard copy submissions.

Quantifiable outcome

• Orders turned around within 24 hours with manual review
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Partnerships

Eight partnerships are on record, tiered core.

• Sequoia Financial Group LimitedcoreStrategic or Co-development Partner · 31 July 2023Castle Corporate was sold to Sequoia Financial Group Limited, an ASX-listed company. Sequoia operates in the same space through brands including Docscentre, Docscentre Legal, Constitute, NTAA Corporate, and Panthercorp. The integration combines Castle's technical and legal expertise with Sequoia's technology capabilities.
• Docscentre LegalcoreStrategic or Co-development PartnerExclusive partnership with Docscentre Legal, an in-house legal boutique. Docscentre Legal provides specialist legal services including trust deed amendments, variations without CGT resettlement, and resolution of pre-1995 trust deed issues with Guardians.
• BGL Simple Fund 360coreTechnology or IntegrationSeamless integration with BGL Simple Fund 360 for SMSF management. Order forms can be populated directly from the software, improving accuracy and saving time.
• BGL CAS360coreTechnology or IntegrationIntegration with BGL CAS360 for company secretarial management, allowing direct data flow between platforms.
• Class SupercoreTechnology or IntegrationIntegration with Class Super for SMSF administration and management, enabling efficient data exchange for trust deed ordering.
• Xero Practice ManagercoreTechnology or IntegrationIntegration with Xero Practice Manager for accounting practice management. Order forms can be populated directly, improving workflow efficiency.
• ATO (Australian Taxation Office)coreTechnology or IntegrationIntegration with ATO for ABN/TFN registrations and compliance-related filings as part of the company formation and trust establishment process.
• MYOB Practice ManagercoreTechnology or IntegrationIntegration with MYOB Practice Manager for accounting practice management, enabling data population into order forms.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• NTAA Corporate: Corporate services arm of the National Tax and Accountants' Association and part of the Sequoia group. Offers company and trust formation products aimed squarely at accountants — Castle's core customer base.
• Sprintlaw: Australian online legal platform offering company registrations, trust deeds and ongoing legal support. Targets SMEs and the advisor channel, partially overlapping with Castle's product set.
• Panthercorp: Australia-focused corporate services provider within the Sequoia portfolio, offering company and trust formation. Competes directly with Castle for accountant-driven orders.
• LegalVision: Australian online legal services firm providing company, trust and SMSF documentation to businesses and advisors. Competes with Castle on a subset of formation products with a subscription-based delivery model.
• Lawpath: Australian online legal services platform offering company registrations, trust deeds and legal documents. Targets SMEs and the same advisor channel as Castle but with a self-serve, tech-led model.
• Constitute: Australian company and trust formation provider operating under Sequoia Financial Group. Directly competes with Castle on company registrations and trust structures, serving the same accountant/advisor channel.
• Docscentre Legal: Australian legal document and trust deed specialist now part of Sequoia Financial Group alongside Castle. Provides trust deed amendments and SMSF establishment services to the same accounting and financial planning customer base, making it the most directly comparable peer.

Others

• ASIC Registered Agents: The Australian Securities and Investments Commission itself and its network of registered agents provide the underlying regulatory infrastructure that Castle's company and business-name registration services plug into — an ecosystem dependency rather than a competitor.

Broad incumbents

• BlueRock: Australian professional services firm combining accounting, legal and wealth advice. Competes with Castle indirectly through in-house trust and SMSF capabilities offered to clients of its advisory practice.
• Heffernan Tuck: Mid-sized Australian legal and accounting advisory firm providing broader professional services including trust and SMSF work. Overlaps with Castle on formation and structuring but operates a full-service advisory model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Castle_Corp
• LinkedInlinkedin.com/company/3721459?trk=tyah&trkInfo=tarId%3A1399520371765%2Ctas%3ACastle%20Corporate%2Cidx%3A1-1-1

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Castle Corporate