Introducing Topdocs

The team at Now Sorted is delighted to announce a partnership with leading Australian documentation provider Topdocs and their associated legal practice, Topdocs Legal. They are a well-known and highly respected online provider of Business and Legal documentation. Our role in this arrangement is to facilitate a direct connection between our website and theirs.

Through the links both here and at Topdocs, you have access to a range of Estate Planning information and via the Topdocs site, you can determine if your life circumstances make you eligible for an “Instant” on-line Will or whether you will need to complete a fact find. Completion of a fact find will enable you to receive a scope of works and fixed price guarantee from Topdocs Legal Pty Ltd for your Estate Planning needs at no cost, or obligation.

We emphasise that Now Sorted does not receive any form of revenue for introductions to Topdocs – we deliver this facilitation partnership as a benefit for our clients.

To access the Topdocs site, simply click here.

To get an online Will and Power(s) of Attorney from Topdocs Protect, click here.

Articles on their services appear below.

Estate Planning – Useful Topdocs Articles

  • Should SMSF Deeds be updated?

    SMSF trustees are approaching the biggest change to the operation of their SMSF since 2007, when Simpler Super was introduced. Here’s a brief history and a recommendation to think about updating.

    Read more here

    Go to Topdocs Protect Website

  • Binding Death Benefit Nominations - Guidance

    Recent cases involving Binding Death Benefit Nominations that were not valid, or not accepted when they should have been, provides guidance to SMSF trustees and their advisers.

    Read more here

    Go to Topdocs Protect Website

  • When is a Will not a Will?

    Your Will is the foundation document for how you want your estate to be managed and distributed when you are no longer around. Make sure it’s what you really want.

    Read more here.

    Go to Topdocs Protect Website

  • Binding Death Benefit Nominations Essentials

    Superannuation rules permit fund members to make death benefit nominations that bind the trustee to pay benefits as members wish.

    Read more here

    Go to Topdocs Protect Website

  • NSW Power of Attorney Legilsative Changes

    The Powers of Attorney Amendment Act 2013, assented to on 7 May 2013 introduced changes to the NSW Powers of Attorney Act 2003, effective from 13 September 2013. Here we describe the amendments.

    Read more here

    Go to Topdocs Protect Website

  • Who is a dependant under Superannuation Law?

    It’s important to understand who may be entitled to receive a superannuation death benefit. This paper considers this topic.

    Read more here

    Go to Topdocs Protect Website

  • SMSF Guardians - Who looks after the kids?

    The appointment of a SMSF Guardian provides security for underage members of a SMSF. This article is a case study to on a SMSF Guardian appointment. –

    Read more here

    Go to Topdocs Protect Website

  • Death Benefit Guardians - Alternative to Binding Nominations

    Whilst binding death benefit nominations are the most commonly used estate planning tools for SMSFs, there are alternatives, such as a death benefit guardian.

    Read more here

    Go to Topdocs Protect Website

  • Child Account-Based Pensions & Testamentary Trusts

    Understanding the range of options available in proper estate planning is vital to ensuring the client’s needs are met.

    Read more here

    Go to Topdocs Protect Website

  • SMSF Bank Accounts - Authority & Contros

    When the Trustee of an SMSF opens a bank account for transactions of the SMSF, who should be authorised to transact on the account?

    Read more here

    Go to Topdocs Protect Website

Estate Planning Related Articles

DISCLAIMERS:
Now Sorted Pty Ltd, Topdocs Pty Ltd
and Topdocs Legal Pty Ltd provide information and brochure ware for general information only. This information is not intended to be (and should not be taken to be) financial product or legal advice.

This information is no substitute for client specific expert advice, and is based on our view of the law, and proposed law, at the time of writing.

Anyone relying on this information should, before acting on the information provided, obtain expert advice from a specialist legal, superannuation or tax professional, to confirm particular application to their specific issues.

Now Sorted Pty Ltd does not provide legal, or accounting, or financial planning advice or, indeed, advice of any kind. However, we do provide links to people and organisations that are in the advice professions. In most cases (unless otherwise stated) we have met the people behind the links featured above. Because we cannot take responsibility for outcomes, we earnestly urge you to do your own due diligence before proceeding with any of the services to which this page links you.

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