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FINANCIAL PLANNERS

Our Financial Planner solution delivers a total offering that incorporates:

  • High quality SMSF, corporate and estate planning documentation with a legal and compliance focus
  • Third party integration with Class Super, XPLAN and other SMSF administration systems
  • Fast and easy online document ordering
  • Document branding solutions to promote your practice to your clients
  • A dedicated technical and legal team that provide free support for general and strategy queries
  • High quality professional development training

QUALITY DOCUMENTATION

Topdocs is renowned for the quality of our documents. Meticulously developed and maintained by our in-house legal and SMSF experts, our documents are always up-to-date and provide the best strategic provisions. Our extensive range of documents provides financial planners with the scope to deliver a broad range of services to their clients.

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Self Managed Superannuation

Topdocs provides a complete SMSF solution for financial planners. This includes:

  • The most comprehensive suite of high quality SMSF documentation available
  • An easy to use, online document ordering portal
  • Free, quality SMSF and documentation telephone support and legal advice
  • The ability to pre-populate your orders directly from XPLAN and Class Super
  • SMSF web video professional development 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 assurance on documents with any legal risk
  • Integration with third party SMSF administration platforms

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, 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 professional development videos with FPA and SMSFA accreditation
  • A range of technical and marketing materials

Estate Planning

Our estate planning offering for financial planners comprises:

  • A broad range of high quality estate planning documentation
  • Comprehensive fact-find and technical documentation
  • Quality legal and technical support by our in-house lawyers
  • Support to ensure the financial planner maintains control of the client process and remains at the hub of their clients’ affairs
  • Initial and ongoing training to provide the financial planner with the knowledge and confidence to communicate effectively with clients in relation to estate planning matters
  • Video-conferencing facilities to provide financial planners 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

Agreements

Topdocs provides a growing list of agreements for advisers. This includes:

  • Buy Sell agreements which are supported by our in-house legal team
  • Loan documents including Division 7A, SMSF and general loan agreements

EASY ONLINE ORDERING AND DELIVERY

Ordering a document from Topdocs is simple and straight-forward. Using the Topdocs Document Portal you can order a document quickly online anytime, and have it delivered immediately via email or have it professionally printed, bound and delivered by express post.

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We integrate to a range of industry leading software applications such as XPLAN, Class Super and various SMSF administrator systems, and prefill your documents with your clients’ information automatically. See who we integrate to.

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.

EXPERT ADVICE, TRAINING AND LEGAL SERVICES

The Topdocs team includes a dedicated group of senior lawyers, SMSF specialist advisers and accountants, all with comprehensive SMSF, company, trust, estate planning and succession planning expertise. As part of the service, these experts are available to answer any technical queries you may have.

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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 videos to develop and maintain your SMSF knowledge. These videos are professional filmed and provide a flexible way to keep up-to-date.

Legal assurance – reducing adviser risk

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.

download Download the Solutions for Financial Planners brochure

MORE INFORMATION

To learn more about how Topdocs can support you and your financial planning practice, please contact the team at Topdocs on 1300 659 242.