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OUR BUSINESS PARTNERS

SMSFA

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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FPA

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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ASF Audits

ASF Audits is Australia’s preeminent independent auditor of SMSFs.
Over the past 20 years we have refined all aspects of our business to simplify and streamline the audit process.
Our experienced and qualified staff are trained to deliver clear and concise assurance on the compliance of each fund. At ASF Audits we solve problems; we do not create them.

We provide complete transparency to our 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.
We pride ourselves on providing a professional, timely and cost effective service to all of our clients. Quality is paramount and we strive to maintain the highest possible standards. We regularly review our policies and procedures and engage external consultants to ensure we continue to meet professional standards including Auditing Standard ASQC1 and the new requirements of ASIC under their registration of SMSF auditors.

More about ASF Audits

BGL

BGL

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.

More about Class Super

IRESS

IRESS

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

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.

More about Lonsdale Financial Group Ltd

onevue

Onevue

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

More about OneVue