Topdocs’ integration with Macquarie enables you to initiate an application for a Macquarie CMA at the same time as setting up your SMSFs without having to rekey the SMSF details
If you have a Macquarie Company Code you will also be able to link your client’s Macquarie CMA to your Macquarie account.
In addition, if you are a non-afsl holder such as an accountant, you will be able to initiate an application as an expression of interest in a Macquarie CMA on behalf of your clients.
For more information please contact the team at Topdocs on 1300 659 242.