NAB and Topdocs team up for new adviser service
SMSF provider Topdocs has partnered with NAB to allow advisers to establish Cash Manager Accounts (CMAs) at the same time as ordering SMSF, company and trust documentation.
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.