NAB CASH MANAGER ACCOUNT (CMA)
Topdocs streamlines the process of establishing your SMSF and your NAB CMA by pre-populating your CMA application and identification forms when you order an SMSF online.
Through the integration, you can also:
- register a corporate trustee for the fund
- order your investment strategy
- have your online ABN application automatically populated, free of charge
- automatically set up your new fund in Class Super
via the one online SMSF Establishment order form.
HOW DOES IT WORK?
For existing clients, simply log into the Topdocs Document Portal, or if you are new to Topdocs, Join for Free access, then select SMSF Establishment from the New Orders menu when you log in.
On your order reference page you will see the option to establish a NAB CMA with your SMSF.
By selecting this option, when you receive your document package you will also receive a pre-populated CMA application and identification forms, as well as instructions on how to lodge your account application with NAB.
KEY BENEFITS OF THE INTEGRATION
- Significant time savings – one form lets you set up everything for your SMSF
- Your NAB CMA application and identification forms are pre-populated when you receive your documents, meaning you only have to complete a few extra fields to complete the forms and lodge them with NAB.
Download instructions on how to utilise this great new integration:
For more information please contact the team at Topdocs on 1300 659 242.