Integrations to ‘dramatically reduce’ SMSF set-up time
Topdocs has announced two new integrations that will dramatically reduce the time it takes practitioners to set up an SMSF.
The new integrations, both with Class Super, mean practitioners won’t have to manually set up new funds in Class if they order their SMSF establishment documentation through Topdocs. The new fund will be instantly available in Class and will contain all of the fund, member and trustee details.
In addition, Class Super users will also have the ability to populate their document order forms with the fund information already stored in the system.
Topdocs director Michael Spakman said the company is also finalising a new integration for Xero users, meaning they too will be able to pre-populate their company, trust and SMSF orders with client information stored in Xero.
“These integrations have been developed to reduce the time it takes advisers to set up new structures, freeing up their time to focus on more important things, such as the provision of client advice” said Mr Spakman.
Class Super CEO Kevin Bungard said the new integrations will be a boost to practitioners’ efficiency.
"Topdocs are a leader in integrated SMSF services – they understand the workflow and the efficiency required for dealing with SMSFs in bulk. The latest release from Topdocs extends that same efficiency and expertise to setting up new SMSFs."
Topdocs has similar existing integrations with BGL and Macquarie.