Paraplanning

SAN Paraplanning Service (ONLY Available for SAN ARs)

SAN’s paraplanning service is designed to help you focus on the essential tasks of your advice business like meeting clients and providing advice without worrying about writing the Statement of Advice.

Our team specialises in providing high-quality compliant Statements of Advice, ready for presentation to your client. The turnaround time for a compliant SOA is 3 business days.

How does it work?
  • 1

    Complete the fact find and the paraplanning request form.

    Email these documents to paraplanning@san.com.au

  • 2
     

    Our paraplanning team will notify you of any additional information required

  • 3
     

    The compliant SOA will be delivered to you within 3 business days

    We allow 48 hours to review

 
How much does it cost?

Our fees are based on the type of advice and complexity of the SOA. For a full listing of our prices please see below:

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
Setting up SMSFs $300.00
LRBA Strategy $400.00
Back