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Document Reseller

Overview

Topdocs provides wholesale SMSF, Corporate and Estate Planning documentation for document resellers.

The Topdocs team includes Lawyers, Accountants, and others with Estate Planning & SMSF expertise.

Our solutions can be provided as a co-branded or white-labeled manner through your website, direct through the Topdocs My Document Portal, or through XML or CSV feeds depending on your needs.

 

Our Products and Services


Documentation Solutions

SMSF (including SMSF borrowing), Corporate & Estate Planning documentation

Topdocs has a unique automated online documentation system"My Document Portal" that:

  • Provides SMSF, SMSF Borrowing, Corporate & Estate Planning documentation.  Some documents can be downloaded immediately (e.g. SMSF Establishments) and some require full service within the Topdocs office (e.g. SMSF Variations that have full legal oversight);
  • Is available nationwide;
  • Can be co-badged or fully white labeled to suit your requirements. You can have a link on your website offering documents with your branding and badging;
  • Has excellent profit margins for the document reseller. Contact Topdocs for your special document reseller pricing;
  • Has full support for the system and all documents (SMSF, Legal & technical support);
  • Still insists on the proper legal oversight for initial deed upgrades, member & trustee changes & SMSF loan documents.  This removes your legal risk;
  • Maintains an integrated fully secure database to allow for automated subsequent SMSF deed upgrades and pension resets;
  • Can operate from within certain SMSF Administration, Tax and Scanning solutions for automated document production. This allows for the ability to create documents from your own database.

Topdocs supplies the highest quality SMSF, Corporate & Legal Documents.  Whilst Topdocs drafts many of its own documents, we have also specifically chosen to align ourselves with specialist Legal firms for the base drafting of certain documents.

Read more about:

 

Super Borrowing Documentation

Topdocs are market leaders in the area of Self Managed Superannuation Fund documentation and provide all of the relevant documentation for SMSF Borrowing (instalment warrants). 

Our standard documentation is:

  • approval by all of the major bank lenders,
  • has legal sign off
  • and is fully SIS compliant. 

Related party borrowing documentation is also available.

We not only provide documentation at very reasonable prices (with special discounts for dealer groups) but we also provide the legal and SMSF advice necessary to ensure the transaction is compliant and effective.

 Read more about Topdocs' Super Borrowing Solutions