ACCOUNTANTS

Self Managed Superannuation (SMSF)

Topdocs provides a complete SMSF solution for accountants. This includes:

• The most comprehensive suite of high quality SMSF documentation available
• An industry leading online document delivery system
• Free, high quality SMSF and documentation telephone support and legal advice
• The ability to pre-populate orders directly from BGL, BPS and Class Super systems
• SMSF web video training with FPA and SMSFA accreditation
• The most advanced online SMSF deed update system in the market for managing, tracking and updating clients’ trust deeds
• Individual letters of legal sign off by Topdocs Legal Pty Ltd on all documents with any legal risk
• Integration with third party SMSF administrator solutions including those with specific SMSF platforms or wholesale services

SMSF Borrowing

As market leaders in the area of SMSF borrowing, our solution includes:

• A comprehensive suite of high quality SMSF borrowing documentation that is guaranteed to be accepted by all lenders
• Free, high quality SMSF borrowing telephone support and legal advice
• Lender contacts
• Individual letters of legal sign off by Topdocs Legal Pty Ltd confirming compliance with the SIS Act
• SMSF borrowing web video training with FPA and SMSFA accreditation
• A range of technical and marketing materials

Estate Planning

Our estate planning offering for accountants comprises:

• A broad range of high quality estate planning documentation
• Comprehensive fact-find and technical documentation
• High quality legal and technical support by our in-house lawyers
• Support to ensure the accountant maintains control of the client process and remains at the hub of their clients’ affairs
• Initial and ongoing training to provide the knowledge and confidence for accountants to communicate effectively with clients in relation to estate planning matters
• Video-conferencing facilities to provide accountants and their clients with access to high quality legal advice whenever and wherever they might need it

Companies and Trusts

Our solution for Company and Trusts includes:

• Feature-rich Discretionary Trust, Fixed and Non-Fixed Unit Trust, and Hybrid Trust documentation
• A dynamic link to ASIC so companies can be registered instantly
• In-house trust specialists that are available for advice and guidance as part of the service
• Integrated Trust and Corporate Trustee online ordering

Where integration is not available, we save you time by cleverly populating your documents so you never have to fill in a client’s name or address twice.

FREE technical and legal support

To keep you up-to-date with the latest legislation or changes in the industry, we provide a range of free technical newsletters, articles and FAQ documents. You also have access to free technical and legal phone support to answer any queries or questions you might have.

Professional development services

We provide a range of CPD accredited (SMSFA and FPA) technical presentation videos to develop and maintain your SMSF knowledge. Our videos are developed and presented by our in-house experts; they’re professionally filmed and provide a flexible and convenient way to keep up-to-date.

Legal review and assurance

Documents that involve significant legal risk such as SMSF deed upgrades, trustee changes, binding death benefit nominations (BDBN) and SMSF loan documents are reviewed by our legal team and are provided with individual letters of legal assurance. Learn more about the legal assurance services we provide.