Patricia Holdings

Patricia Holdings, Australian platform for company registration and trusts

Patricia Holdings is an Australian company specialising in the creation and management of corporate and trust structures. Founded in 1968, it presents itself as a pioneer of the 'shelf company' concept in Australia and claims to have incorporated more than 250,000 companies since then. Its activity is aimed at both entrepreneurs and accountants, lawyers and financial advisors, and according to its data more than 40% of its business comes from referrals.

Company registration and corporate structures

The main service is company incorporation, with options covering the Standard Pty Ltd Company, the SMSF Trustee Company, the Public Company Limited by Guarantee (CLG), the Unlisted Public Company, the Home Unit Company and the Not-for-Profit Company. The company also offers company name search and reservation, as well as reconstruction of lost company registers or constitutions.

Trusts and self-managed super funds (SMSF)

In the trust area, Patricia Holdings establishes family trusts, unit trusts (standard, fixed, multi-class and hybrid), bare trusts and specialty trusts. For self-managed super funds (SMSF) it handles the trust deed, the trustee company, deed amendment or update and replacement of lost deeds. It also covers the bare trust associated with SMSF and subsequent changes. The company markets packaged solutions for family trust, SMSF, unit trust and bare trust, and includes limited recourse borrowing arrangements through SMSF (LRBA).

Secretarial and compliance services

The firm acts as ASIC Registered Agent and provides company secretarial and trust secretarial services, both on an ad hoc and managed basis. Services include maintaining the company register, trust deed stamping and services for unlisted public companies. For foreign companies it offers registration, local agent service, Australian registered office address and Australian resident director service.

Tax registrations and other procedures

Patricia Holdings processes the Australian Business Number (ABN) and the Tax File Number (TFN), as well as GST and PAYG registration, using the information already collected during the company or trust setup to streamline the process. It also manages business name registration and search, and offers a registered office address with a Sydney address for new businesses.

Track record and team

The company states it has helped more than 250,000 professionals and entrepreneurs to set up companies in Australia since 1968. Its management team includes Katie McGovern, Managing Director and commercial lawyer with experience in Sydney and London firms, and Lyndall Stewart, Senior Company Secretarial Advisor with a background in corporate governance. The company has been owned by Katie McGovern's family since 1988 and by Katie herself since 2013. Documents are prepared and regularly reviewed by a top-tier law firm or a firm specialising in trust deeds and superannuation.

How to order and customer service

Orders can be placed through the website, by email or through predefined packages, with instant delivery by email or fast delivery by courier. The company handles enquiries by phone and maintains a help centre, a price list and legal forms available to clients.