Topdocs slashes SMSF set up time for Class Super users

Leading document provider Topdocs has released two new integrations with Class Super that will dramatically reduce the time it takes for users to set up their self managed super funds.

Topdocs director Michael Spakman says the new integrations mean Class Super users won’t have to manually set up new Funds in Class if they order their SMSF establishment documentation through Topdocs.

“Our new integrations provide Class Super users with the option for Topdocs to instantly create a new Fund entry in Class at the conclusion of their SMSF establishment order, meaning users won’t have to manually enter the new Fund data.”

The new Fund will be instantly available in Class Super, and will contain all of the Fund, Member and Trustee details.

In addition to this functionality, Topdocs has also provided Class Super users with the ability to populate their document order forms with the Fund information already stored in Class Super.

“For those users who prefer to set up their Funds in Class Super first, we have also provided the ability for users to prepopulate their Topdocs SMSF establishment order form with the information stored in Class Super, meaning they can order their documents without rekeying any client information” says Spakman.

Topdocs is also finalising a new integration for Xero users, meaning they too will be able to prepopulate 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” says Spakman.

Class Super CEO Kevin Bungard said of the integration “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 will be demonstrating their new Class Super and Xero integrations, as well as their existing BGL and Macquarie integrations at the SPAA conference held in Melbourne from February 18 – 20.