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SMSF COMPLIANCE SUITE

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The Topdocs SMSF Compliance Suite provides you with all of the legal documentation required to ensure your SMSFs are always completely up to date and compliant, enabling you to provide your clients with the most cost-effective best practice administration solution.

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 solves this problem by providing you with 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 until 1 July 2022 when you update your SMSF Deeds to the Topdocs SMSF Governing Rules 2020, Topdocs’ SMSF Compliance Suite ensures:

WHAT’S INCLUDED?

The SMSF Compliance Suite ensures every one of your SMSFs has up to date, compliant legal documentation by providing your firm with unlimited access to the following Topdocs document packages for use across your entire client base:

  • Annual SMSF trust deed updates for every one of your SMSFs*
  • 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

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

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.

FREE WHEN YOU UPDATE YOUR DEEDS TO TOPDOCS

Topdocs’ SMSF Compliance Suite is available FREE OF CHARGE until 1 July 2022 when you update your client base to the Topdocs SMSF Governing Rules 2020 – then you pay as little as $55 per Fund each year thereafter to receive the full suite of documentation for your firm.

MORE INFORMATION

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