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)|
|Transfer of Business Real Property (In-specie contribution)||$180.00|
|Winding up SMSFs||$180.00|
|Pension (TTR and Account based)||$180.00|