Advice Options

How often do you see disclaimers when you order an SMSF deed, SMSF borrowing document, company, trust or other document that states they do not provide legal, accounting or financial services advice?

We believe in providing you with the highest quality documents and service.  For this reason, every Bare Trust we prepare is signed off by legal practice Topdocs Legal Pty Ltd. This signoff letter declares that the Bare Trust that has been prepared for you complies with the requirements of section 67A of the SIS Act (the provisions relating to Super Fund borrowing) ensuring the documents you receive have been prepared correctly.

Topdocs Legal Pty Ltd can also provide legal advice regarding documentation, SMSF borrowing, Estate and Succession Planning, Business Succession Planning and a range of other areas.

Through our subsidiary company Superannuation Support Pty Ltd, we are also able to provide you with superannuation advice, with a licenced SMSF specialist adviser on staff.

Superannuation Support provides SMSF Technical Advice and Statements of Advice (SOAs) relating to many SMSF issues such as SMSF borrowing, pensions (including issues relating to Defined Benefit pensions), transition to retirement strategies, residency, contributions & splitting, CGT concessions, reserving, death benefits, sole purpose & in-house asset tests, divorce, control, unit trusts, incapacity, special income, trustee issues and fund wind up.