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).
Financial Standard editor Mark Smith presents a roundup of the week's biggest industry news and executive appointments. In this week's news:
QIC and Future Fund back $3bn renewable fund
A strategic partnership ... Watch video
It is often said by equity managers with a mandate to scour the entire globe for investment ideas that getting the geographic allocation right in any given year is the most important driver of returns.
That's ... Watch video
We invite you to watch our latest video featuring Bell Direct chief executive officer Arnie Selvarajah.
In the video and accompanying article he explains how easily the increasing number of advisers using ... Watch video
We invite you to watch our latest video featuring Zurich Investments senior investment strategist Patrick Noble.
The question of how to generate a satisfactory return to meet investors' needs is becoming ... Watch video
We invite you to watch our latest video featuring the head of ANZ ETFS, Kris Walesby.
In it he introduces a new ETF, due for launch later in July, which tracks the Euro Stoxx 50 index of major companies ... Watch video
Get it Daily
FREE to your inbox, get the Financial Standard Daily Email.