SMSF DEED UPDATES
Topdocs SMSF Deed Updates System
Topdocs makes it easy to keep your SMSF deeds up to date through our online Document Portal.
With easy to use tools to convert your deeds to Topdocs, and convenient options to keep them up to date going forward, ensuring your client's have the most up to date governing rules has never been easier.
We provide you with:
- Free client marketing letters and a timeline of legislative changes
- Integrations with BGL, Class Super and SuperMate so you don't complete a single order form
- Easy on-going updates
FREE CLIENT MARKETING MATERIALS
We make the process of communicating to your client's easy with our free marketing tools. Together our editable client letter and our timeline of legislative changes outline compelling reasons for your client's to update their SMSF deeds.
Request a copy of our marketing materials
UPDATE YOUR DEEDS WITHOUT COMPLETING A SINGLE ORDER FORM
You will be amazed at how quick and easy ordering your deed updates is with Topdocs. In fact, odds are you won’t have to complete a single application form!
Our integrations with BGL Simple Fund, Simple Fund 360, Class Super and SuperMate enable you to use the Fund data stored in your accounting system to order your deed updates.
And because our legal team vets each and every set of instructions versus the current deed for the Fund, you can be assured that your deeds will always be valid and effective.
To see how our BGL, Class Super and SuperMate integrations work, please contact our team for a demonstration:
Request a Demo
SINGLE, ONLINE LOCATION
Every deed you set up or convert to Topdocs is stored in your online account with Topdocs in a single location. The details of every Fund, including the current member and trustee details along with the current and prior Governing Rules of the Fund, are just a click away.
EASY ON-GOING UPDATES
Once you have converted your deeds to Topdocs, keeping them up to date is incredibly easy.
Unique to Topdocs, our online Portal lets you choose how you would like to keep your trust deeds up-to-date going forward. You can either elect to receive annual updates for your Funds, or alternatively, in future years when you need to update the deed you can simply select the Funds you wish to update, and they will be updated on the spot.
The choice is yours.
Regardless of which method you choose to update a deed, it's quick and easy. Choose the annual update service and your deeds are automatically updated each year.
Alternatively, choose the instant update option, and in future years when you wish to update your deeds, simply log into the Portal, select your deeds, and press update - and they'll be updated on the spot!
TECHNICAL ADVICE AND SUPPORT
As part of the Topdocs service, you have access to our legal, technical and documentation experts to discuss any queries you might have regarding any SMSF, Company or Trust structure. Simply call us on 1300 659 242 anytime.
For more information about the Topdocs SMSF Deed Update System, please contact the team at Topdocs on 1300 659 242.