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COVID-19 SMSF Documentation

FREE FOR ADVISORS

To assist advisors and their clients during this time, Topdocs will be providing our COVID-19 Rental Relief and COVID-19 Early Access to Super packages free of charge to members of the financial services and legal industries.

To order your documentation, please either log into your Topdocs account, or create a Topdocs account if you are a new client (note we do not charge up front or ongoing fees for creating a Topdocs Account).

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EARLY ACCESS TO SUPER AS A RESULT OF COVID-19

If you have client’s seeking a determination from the ATO for early access to their superannuation as a result of the COVID-19 pandemic, and their Fund is an SMSF, our COVID-19 Early Access package will provide you with the member request and trustee confirmation required for the Fund to pay the benefit to the member, following their receipt of a positive determination from the ATO.

The Topdocs COVID-19 Early Access package can be used with any trust deed, not just the Topdocs trust deed, as long as the deed provides the ability for the trustees to provide early release of superannuation benefits to members on compassionate grounds.

Our order form is fully integrated with BGL Simple Fund 360, Class and SuperMate to make the ordering process quick and easy.

RENTAL RELIEF AS A RESULT OF COVID-19

Designed for instances where the SMSF is the landlord, our COVID-19 Rental Relief package documents the request from the lessor for rental relief, the consideration of the trustees in relation to the rental relief, and the trustee resolution to grant the relief.

An explanatory memorandum is also included in your package.

When placing your order you will have 5 different relief options to choose from to ensure your client can select the method of relief that best suits their circumstances.

Our order form is fully integrated with BGL Simple Fund 360, Class and SuperMate to make the ordering process quick and easy.