Trust subscription plans

Functionality Summary

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When loading trusts in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties. All pricing is GST exclusive.

Unlinked - $25 per trust per annum
Best for where there is a single professional and trustee are not online. Internal use by professional firm-only with no client access. 

Unlinked with signing - $35 per trust per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions-only.

2-party - $65 per trust per annum
Best for when only 2 parties are engaged. e.g. accounting and law firm, or one firm with contact trustee.

Access covers everyone within the professional firm(s) and contact trustee. Other trustees can approve and sign online, or manually and then upload. 

Unlimited - $98 per trust per annum
Best for active trusts with all parties engaged.

Unlimited access by all appropriate parties, including every staff member of accounting, law or trust management firm and non-professional trustees. 

Corporate trustee companies – no charge
Ability to manage your corporate trustee companies, where the associated trust also uses Connectworks. Includes importing information from Companies Office, managing shareholding, precedents, documents and director approvals and signing at no charge. A reduced Companies Office annual return fee applies.