NEWS

Ordering your SMSF Bare Trust documentation is now quicker and easier using the Topdocs Document Portal. Previously only available using our paper-based order form, you can now order your SMSF Bare Trust document efficiently online. Plus we’ve enhanced our online ordering facilities so you can register a new trustee Company…

One of the key features of the Topdocs SMSF Deed Update system is the ability to easily keep your clients’ trust deeds up-to-date. The system, which is part of the Topdocs Document Portal and free to use, provides you with the flexibility to choose how you would like to update…

Topdocs is very excited to announce the release of a significant addition to our suite of business solutions, the Topdocs SMSF Deed Update system. Designed to save time and increase productivity, the Topdocs SMSF Deed Update system provides a powerful solution for keeping your SMSF trust deeds up to date.…

You can now purchase our investment strategy document at a reduced price when ordered as part of the SMSF establishment. Simply select the SMSF Investment Strategy option when you create your SMSF Establishment. You can also order a Corporate Trustee establishment, ABN/TFN registration (with the ability to include the relevant…

The Topdocs investment strategy document has been amended to include the requirement to note whether trustees of the fund should hold a contract of insurance that provides insurance cover for one or more members of the fund. For more information about the Topdocs investment strategy document, please contact the team…

The Topdocs Discretionary Trust Deed has had a major overhaul by our legal team and now includes many new features. The enhanced features of the amended deed include: Settlor choice of proper law and ability to amend this, Trustee administration may be in a place outside of the proper law…