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Self Managed Super Fund Association (SMSFA)

Topdocs is a keen supporter of the SMSF Association (SMSFA). As the SMSF industry governing body, our involvement with SMSFA goes back many years when our managing director, Jake Spakman, received his SMSFA specialist advisor® accreditation.

Today, we continue to work closely with SMSFA with our professional training offering. The team at SMSFA review and accredit our online web presentations, enabling our clients to grow their SMSF knowledge and maintain their professional development hours.

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Financial Planning Association (FPA)

The Financial Planning Association represents the interests of the financial planning community. With a common goal of supporting financial planners, our long term association with FPA extends to our professional training web videos. Like SMSFA, the FPA review and accredit our professional development videos to ensure they’re informative, accurate and of the best quality.

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BGL Corporate Solutions is a leading supplier of corporate secretarial and superannuation fund compliance solutions. Topdocs is a specialist provider of documentation to BGL.

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Class Super

Class Super

Class Super, Australia's most highly developed SMSF accounting software, streamlines all facets of SMSF administration for hundreds of firms who process tens of thousands of funds. Working together, we have developed an integration facility that enables our clients to order their Topdocs’ documents directly from Class Super, saving time and unnecessary data entry. You can see how the Class Super integration works here.

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Owned by SuperConcepts, SuperMate is a cloud-based, double entry accounting system for SMSF advisers. We are working with SuperConcepts to utilise their cloud-based technology to provide their clients with a range of streamlined document ordering solutions, to add further efficiency in making the process quick and easy for SMSF advisers.

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Topdocs and A.S.A.P. have combined to provide accountants with a solution to mitigate their risk. Unlicensed Accountants can now utilise A.S.A.P.s online advice service to obtain Statements of Advice for SMSFs and pensions, and at the same time, create the necessary documents through Topdocs.

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Topdocs Legal offers an integrated estate planning solution in partnership with Astute Estate Planner. Astute Estate Planner enables you to facilitate estate planning in a way that clients will find valuable and are happy to pay for. Astute Estate Planner software prepares the briefing paper for the lawyer.

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Owned by IRESS, XPLAN is Australia’s most widely used financial planning management tool. With many of our clients using XPLAN, we have developed a seamless integration tool that enables clients to easily order a document from within XPLAN and have their XPLAN client data automatically prefill the Topdocs order forms. You can see the XPLAN integration facility here.

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Lonsdale Financial Group Ltd

Topdocs is the accredited documentation provider for Lonsdale Financial Group Ltd and its associates. We also provide the group their in-house estate planning solutions.

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OneVue has the only genuine Unified Managed Account (UMA) in the market catering equally effectively to the SMSF and non-super markets.

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ASF Audits

ASF Audits is Australia’s preeminent independent auditor of SMSFs. Over the past 20 years they have refined all aspects of their business to simplify and streamline the audit process. Their experienced and qualified staff are trained to deliver clear and concise assurance on the compliance of each fund.

They provide complete transparency to their clients throughout the audit process, be it time in audit; viewing and responding to audit queries; on-line workflow management and access to audit reports. The client is in control.

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