In my January blog, I flagged that this year would see the Cleardocs team focus on enhancing
our processes and documents. Our
intention is to make it more efficient for you to complete your required
documents – eliminating steps and combining products where we can. As usual, we have been working very closely
with our lawyers, Maddocks on this and I am pleased to report that we are
making great progress.
In April we amended our pension pack product
so that it can now be used with non Cleardocs SMSF trust deeds. In early June, we will be releasing changes
to our SMSF Borrowing packages (both bank and related party). The changes include:
- -
allowing the user to name the custody trust;
-
- allowing for variable interest rates (for
related party loans); and
-
- allowing for non Cleardocs SMSF trust deeds to
be used. This important development will
mean that if you have a deed which allows for borrowing, you will be able to
use the Cleardocs borrowing packages without updating first. Saving you precious time.
Keep an eye on our website as we there will be more product
changes on the way.
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