Leading legal document provider Topdocs has partnered with NAB to provide a streamlined solution for advisers to establish their Cash Manager Accounts (CMAs) at the same time as ordering their SMSF, Company and Trust documentation.
The exciting new venture, available via Topdocs’ online ordering Portal, enables advisers to complete a single online application form for their SMSF, Company or Trust set up, and to receive a populated NAB CMA application form with their establishment documentation.
Topdocs director Michael Spakman says the partnership was developed to increase productivity for advisers when setting up their new structures:
“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”.
“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”.
Topdocs will be demonstrating their new integration with NAB at the FPA Professionals Congress to be held in Brisbane on November 18-20 (Stand No. 7).
