JVP Meeting November 2017: Legal documentation, expert advice and technical support

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On November 30 to December 1, Chan & Naylor will hold its second JVP meeting for 2017 at the Story Bridge Hotel in Brisbane, Australia.

At the Joint Venture Partner Conference, Chan & Naylor will introduce new partners and security and insurance solutions to accountants and the team. The JVP meeting happens twice a year and the line up this time will highlight security and opportunities to offer better business management and solutions to clients.

Topdocs is Australia’s leading provider of quality legal documentation, expert advice and technical support to accountants, financial planners, dealer groups, lawyers and other professional advisers. The company provides a comprehensive range of SMSF, company, trust, estate planning and commercial documentation that is meticulously developed and maintained by its senior lawyers.

Topdocs provides innovative online ordering solutions, specialist advice, in-house legal review and technical training that enable its clients to access premium quality documents and services efficiently and cost effectively. It is an award winning professional documentation provider known for the quality of its up-to-date documents and strategic provisions.

The Topdocs online document portal allows its clients to order their SMSF, company, trust and estate planning documentation easily and quickly. It provides the flexibility to have their documents emailed to clients immediately or have them professionally printed, bound and delivered by express post.

Their time saving integrations with a range of industry leading providers like BGL Simple Fund and CAS, Class Super, SuperMate and XPLAN enable documents to be populated automatically with the clients’ information.

The Topdocs team comprises of senior lawyers, SMSF specialist advisers and accountants with comprehensive SMSF, company, trust, estate planning and succession planning expertise. They are available to answer technical queries as part of their service. Topdocs also provides a range of free technical, CPD accredited (by FPA) online presentations, webinars, technical articles, newsletters and FAQs to keep its clients updated with the latest legislation or changes in the industry.

All legal documents carry some degree of risk and to ensure its clients are protected, any complex documentation ordered from Topdocs is reviewed and signed off by Topdocs Legal Pty Ltd, who assume the risk and responsibility for the documents it signs off. It greatly mitigates any action that can be taken against the client. This is very important to Chan & Naylor, who aim to partner with its clients and provide an holistic approach to grow and protect their wealth.

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