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Home News

Topdocs announces integration with CBA

Legal document provider Topdocs has collaborated with CBA to enable advisers to populate a Commonwealth Bank cash account application at the same time they establish an SMSF for a client.

by Reporter
February 18, 2016
in News
Reading Time: 1 min read
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Topdocs director Michael Spakman said the new feature is all about saving advisers time when ordering their legal documents.

“Our goal is to provide advisers with quick and easy access to quality legal documents,” said Mr Spakman.

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“Creating time-saving integrations with widely used industry providers such as the CBA enables us to provide great efficiencies for advisers when ordering their legal documents, enabling them to focus more on income-producing work and less on administration.”

Tags: News

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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