Paraplanning

Paraplanning service (ONLY Available for SAN ARs)

This service helps you focus on your busy practice and supports you with the preparation of your Statements of Advice ('SOAs').

All Paraplanners are based in head office and are happy to communicate with you directly via phone or email. You will receive a compliant SOA within 3 business days, ready for you to present to your client.

Please see the table below for the advice strategies and prices:

Type of Advice Cost (exc GST)
Contribution Strategies $110.00
Commutations $110.00
Withdrawals $110.00
Transfer of Business Real Property (In-specie contribution) $180.00
Winding up SMSFs $180.00
Pension (TTR and Account based) $180.00
SMSF establishment $300.00
LRBA Strategy $400.00

It’s easy to use, just send an email to paraplanning@san.com.au and attach the fact find and the completed Client Overview form located here.

Paraplanning Process

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