Legal document provider Topdocs has created the ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through its Instant SMSF online application.
Via the Instant SMSF online application, available in Topdocs' online portal, advisers can also set up a corporate trustee and investment strategy for the fund and have the ABN application with the Australian Business Register automatically populated.
Topdocs director Michael Spakman says the new feature aims to save advisers time when ordering their legal documents:
"Our goal is to provide advisers with quick and easy access to quality legal documents. 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."
Topdocs will be demonstrating its new integration with CBA at the upcoming SMSF Association National Conference in Adelaide on 17-19 February 2016 (Stand No. 29).