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Topdocs, NAB team up to streamline CMAs

Topdocs has formed a partnership with National Australia Bank (NAB) to provide a streamlined solution for advisers to establish cash management accounts (CMA) at the same time as ordering their SMSF, company and trust documentation.

The new venture is available through Topdocs’ online ordering portal and 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 said 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,” Spakman said.

“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 is due to demonstrate the new integration with NAB at the FPA Professionals Congress in Brisbane next month.

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