SMSF ADMINISTRATORS
Our SMSF Administrators solution delivers a total offering that incorporates:
- High quality SMSF and corporate documentation with a legal and compliance focused approach
- Third party integration with Class Super and with BGL & other platforms also due later this year
- Fast and easy online ordering
-
White-label or co-badge solutions to run your own document portal from your website or intranet
- Dedicated technical and legal team with free support for general and strategy queries
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.
Learn more >>
Self Managed Superannuation
Topdocs provides a complete SMSF solution for SMSF administrators. 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 your XPLAN and Class Super systems
- SMSF professional development videos with FPA and SPAA 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 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
- SMSF borrowing professional development videos with FPA and SPAA accreditation
- A range of technical and marketing materials
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
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.
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. Learn more >>
DELIVERING PROFITABILITY
The Topdocs solution is a quality solution and provides excellent profit margins for SMSF Administrators.
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.
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. You can learn more about our assurance services here. Learn more >>
Legal review and assurance
 |
Download the Solutions for SMSF Administrators brochure |
MORE INFORMATION
To learn more about how Topdocs can support you and your accounting practice, please contact the Topdocs team on 1300 659 242.