Partners Online Document Service

From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents. It is a fast and efficient system that enables you to reduce duplication, resulting in significant time and cost savings and allows you to easily access and manage all your clients’ documents in one secure location.

Key features include:

  • Online ordering of a full range of quality SMSF, pension, company and trust documents
  • Ability to order multiple documents at the same time, reducing duplication efforts
  • Auto-populate ABN and TFN applications for your SMSFs and companies
  • SMSF deed update tools, eliminating the need to complete order forms
  • Consolidate all your applications into one. Includes links to:
    • Macquarie, NAB and Commonwealth Bank to create Cash Account applications at the same time as your SMSF, companies and trust applications
    • Class Super and BGL to pre-populate your document orders with information from your accounting software
    • ASIC, providing you with company ACNs in real time
  • Payment via monthly direct debit or credit card.

 

For enquiries or more information please call 1800 333 143.