The new venture, available via Topdocs’ online ordering portal, enables advisers to complete an online application form for their SMSF, company or trust set-up and receive a populated NAB CMA application form with their establishment documentation.
“Many advisers will set up a CMA when they establish a structure for a client, so this partnership with the NAB is a natural progression in our industry to limit the amount of time it takes for advisers to fulfil their legal structure set-ups for their clients,” said Topdocs director Michael Spakman.
“As part of this new partnership, we are also looking to further streamline the establishment process for a number of other NAB products in the future,” he said.
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