SMSF Administrators

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 SMSF Administrators:

• Wholesale SMSF, Corporate and Legal documentation; and
• SMSF borrowing documentation.
• Online documentation delivery through My Document Portal that can also be white labelled or co-branded depending on your needs. Documents generated in-house by us can also be badged as required

The Topdocs team includes SMSF specialist advisers, Lawyers, Accountants, and documentation specialists.

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

Products and Services

Documentation Solutions

SMSF (including SMSF borrowing) and Corporate documentation

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

• Provides SMSF, SMSF Loan, and Corporate 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);
• Has excellent profit margins for SMSF Administrators as well as competitive pricing for your clients. Contact Topdocs for your special SMSF Administrator pricing;
• 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 full support for the system and all documents (SMSF, Legal & technical support);
• Still requires rigorous legal oversight by our in-house lawyers 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 direct XML or CSV feeds.  This even allows for the ability to automatically 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:

• 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