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Topdocs unveils SMSF Compliance documents

Monday, 12 October 2020 09:00
Topdocs has released a new SMSF compliance documentation package that will provide users with unlimited access to a wide range of documents free for the first year under certain conditions.

SMSF Governing Rules Version 2020 released

Friday, 09 October 2020 09:00
We are pleased to advise our SMSF Governing Rules Version 2020 have been released and include the following key new provisions: specific power for the trustee to complete a rollover request from a member to an Approved Benefit Arrangement, subject to the acceptance of the Approved Benefit Arrangement, where the…
Towards the end of 2019 and into 2020, the ATO provided a mix of guidance and instructions of what it expects of SMSF trustees and their investment strategies. So, how should an SMSF investment strategy be structured, in 2020 and beyond, to satisfy the requirements of the ATO?
Legal document provider Topdocs has announced its SMSF documents relating to COVID-19 will be provided to advisers free of charge.
Topdocs will offer documents related to early access of superannuation funds from an SMSF and rental relief for SMSF landlords at no cost to all financial advisers across Australia.
A crucial document is often missing in an otherwise straightforward process to starting an account-based pension or a transition to retirement income stream (TRIS), according to a legal documentation expert.
Topdocs has partnered with a legal concierge service in launching a CPD-accredited estate planning training series for financial advisers.

Topdocs launches estate planning training

Tuesday, 18 February 2020 09:00
Topdocs has extended its estate planning offering to financial advisers and will offer free CPD accredited training on how to incorporate estate planning services into their business.

Topdocs launches new integration with BGL

Monday, 03 February 2020 09:00
Topdocs has launched a new integration with software platform BGL, enabling users to set up and create a new SMSF with all the relevant documentation in one place.
We are pleased to announce that Topdocs has been chosen as the winner of the SMSF Document Provider category at the SMSF Adviser SMSF Awards 2018. The award was presented to our Enterprise Manager, Chris Blair, at a function in Sydney on Thursday, 5 July 2018. A record 1,900 SMSF…
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