The new integration allows users to initiate a Macquarie CMA application at the same time as establishing their Cleardocs SMSF legal documents.
According to the statement, benefits of the integration also include simultaneous SMSF set-up and initiation of CMA application and pre-population and electronic submission of a CMA application.
“This initiative further demonstrates how the integration of products with existing platforms can save valuable time for advisers in meeting the needs of their SMSF clients,” said Macquarie Banking and Financial Services head of cash product, Peter Forrest.
Lisa Galbraith, general manager at Cleardocs said the business is pleased to have established this integration with Macquarie.
“Our philosophy to provide a clear and easy to use platform has been amplified further through this integration with Macquarie,” she said.
