Midwinter and Cleardocs form alliance
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Midwinter has announced its alliance with Cleardocs, a move aimed at enhancing its software for self-managed super fund advisers.
According to Midwinter, users of the software can now create their own SMSF platforms, optimise estate planning positions and create pension accounts.
It will also enable users to project the effect of investing through instalment warrants and then produce the necessary legal documentation to enable the advice to be implemented effectively.
“With the dramatic increase in SMSFs being established, Cleardocs is fast becoming an essential service for financial advisers implementing SMSF and other advice relating to the establishment of companies and trusts,” Midwinter managing director Julian Plummer said.
Financial advisers and authorised representatives will be able to access Cleardocs directly from both Midwinter’s Reasonable Basis and back2basis applications, Plummer said.
AUTHOR
Corrina Jack
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