Legal Practitioners

Overview

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

Topdocs provides the following products and services for Legal Practitioners:

• Wholesale SMSF, Corporate and Legal documentation
• SMSF Borrowing documentation provided with comprehensive advice;
• Online documentation delivery through My Document Portal that can also be white labelled or co-branded depending on your needs.
• An In-house Estate Planning solution;
• Training in the areas of Self Managed Superannuation Funds, SMSF Borrowing, Estate & Succession Planning; and

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

Our documentation can be delivered through the Topdocs website (which can be co-branded or white-labeled according to your requirements) or through a link to your own website.  Documents generated in-house by us can also be badged as required. 

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 Complying Loan, Corporate & Estate Planning documentation.  Some documents can be downloaded immediately (e.g. SMSF Establishments) and some require full service within the Topdocs office (this is due to Legal oversight requirements, however for legal practices with in-house expertise this can be adjusted);
• For Legal Practitioners we also offer the ability to licence you to produce the Topdocs documentation in-house still utilising our automated documentation system;
• Is available nationwide;
• Can be co-badged or fully white labeled to suit your requirements;
• Has excellent profit margins for Legal Practices. Contact Topdocs for your special pricing;
• Has full support for the system and all documents (SMSF, Legal & technical support);
• Still requires rigorous legal oversight for initial deed updates, member & trustee changes & SMSF loan documents;
• Maintains an integrated fully secure database to facilitate automated subsequent SMSF deed updates and pension resets.
• Can operate from within certain SMSF Administration, Tax and Scanning solutions for automated document production.

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:

• My Document Portal
• Superannuation documentation
• Company and Trust documentation
• Estate Planning documentation

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

Estate Planning Solutions

Topdocs provides a comprehensive Estate Planning offering for Legal Practitioners comprising training, Estate Planning documentation and legal review.

The Topdocs Estate Planning Offering Legal Practitioners comprises:

• Training – initial and ongoing;
• Comprehensive fact find and technical documentation;
• Full technical support;
• Discounted quality documentation;
• Online document storage;
• Review of your Estate Planning documentation.

Click here to read more about Topdocs Estate Planning solutions.

Training

Topdocs provides comprehensive training courses, workshops and seminars in the areas of Estate Planning, Succession Planning, Self Managed Superannuation and SMSF Borrowing.

Our trainers are legal practitioners offering practical training and solutions.

 Read more about Topdocs Training