Useful tips for a new user to Cleardocs

Harin Wijenayake, Marketing Manager

I am now in my second month working with the team at Cleardocs. So far, so good.

As part of my role in marketing, I need to know, not only what we sell, but to have a sound understanding and knowledge of our products. The Cleardocs team are incredibly helpful, however, our customers don’t have access to the Cleardocs tea m – apart from our Helpline 1300 307 343 - to lean on.

So, here are a few tips that I found very useful as part of my learning process as a “customer”.

SMSF Borrowing

My knowledge of Self-Managed Superannuation Funds was relatively basic. That was, until I discovered this page http://www.cleardocs.com/products-instalment-warrant.html# and the following explanation via an interactive diagram Overview of limited recourse borrowing arrangements. The product explanation gave me the information that I was after and the diagram put it into perspective and proved to be very useful in breaking down the process of SMSF borrowing.

Company Registration/ASIC

I found that a large number of customer calls that I was taking, were in regards to ASIC rejections. Although there can be any number of reason that ASIC has declined the application, the most common error was in the “Company Director’s address” field. Customers had not provided for a director with an Australian address – you must have at least one. Customers had not provided for a director with an Australian address – you must have at least one.

Another common ASIC rejection issue was that customers were adding a full stop within the address fields which would force an error on ASIC’s system. Best to avoid using any symbols on the online form.

Using the “i” or help buttons on the document page is a great way to get more information or access a related FAQ.

Hopefully these tips will be as useful to our customers as they were to me as part of my learning process.