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SMSF COMPLIANCE SUITE

Protect your firm, and your SMSF trustees, by ensuring your SMSFs have best practice, effective legal documentation in place through Topdocs’ SMSF Compliance Suite.

With SMSF documentation under continued scrutiny by the ATO, auditors and the courts, it is becoming harder to provide your clients with cost effective ongoing legal documentation that stands up to this scrutiny and mitigates your risk, and that of your clients.

Topdocs’ SMSF Compliance Suite provides you with the most cost effective way to provide your clients with up to date, compliant legal documentation for their SMSFs.

Available FREE OF CHARGE for your first year when you update your client base to the Topdocs SMSF Governing Rules 2020, Topdocs’ SMSF Compliance Suite ensures:

FULLY INTEGRATED FOR QUICK AND EASY DOCUMENT GENERATION

The SMSF Compliance Suite is fully integrated with BGL, Class and SuperMate to ensure your document application forms are populated with your Fund information every time – ensuring creating documents is quick and easy.

DOCUMENTS INCLUDED

The following important documents are included in the SMSF Compliance Suite:

  • Annual SMSF trust deed updates*
  • SMSF Investment Strategies
  • Enduring Powers of Attorney / Appointments of Enduring Guardian for NSW, QLD, SA, TAS and VIC
  • Account Based Pension Commencements
  • Transition to Retirement Income Stream Commencements
  • Pension Resets
  • Pension Commutations
  • Benefit Payment Allocations
  • SMSF Death Benefit Pensions

PRICING

Topdocs’ SMSF Compliance Suite is available FREE OF CHARGE for the first year when you update your client base to the Topdocs SMSF Governing Rules 2020 – or alternatively you can pay a monthly or annual fee per Fund in the first year.

From year two onwards, you pay a reduced fee per fund to continue to receive unlimited access to all documents in the suite for your entire fund base, including annual updates for your trust deeds*.

Year 1

Number of Funds administered If you update your client base to the Topdocs Governing Rules 2020 If you keep your existing deeds
20 - 149 FREE $10 per fund per month or
$99 per fund annually
150 - 500 FREE $10 per fund per month or
$99 per fund annually
500+ FREE $10 per fund per month or
$99 per fund annually

Year 2 onwards

Number of Funds administered If you update your client base to the Topdocs Governing Rules 2020 If you keep your existing deeds
20 - 149 $7 per fund per month or
$77 per fund annually		 $7 per fund per month or
$77 per fund annually
150 - 500 $6 per fund per month or
$66 per fund annually		 $7 per fund per month or
$77 per fund annually
500+ $5 per fund per month or
$55 per fund annually		 $7 per fund per month or
$77 per fund annually
Annual updates included? Yes No

*Annual updates only available when you convert your existing trust deeds to the Topdocs SMSF Governing Rules 2020

MORE INFORMATION

If you would like to learn more about the Topdocs’ SMSF Compliance Suite, please call our team on 1300 659 242.