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SOA Software Guides
In order to assist members with familiarising themselves with the SMSF Adviser Network (SAN) Software, we have developed a range of video presentations and a user guide to assist.
Below you will find a range of videos and the user guide for all advice strategies. It’s advised you look through each of the videos to familiarise yourself with the functionality of the software in each scenario.
Please click here to access the user guide.
PLEASE NOTE: These videos will not attract any CPD points towards your register.
Setting Up Adviser Details
Add A New Client
Add Goals And Objectives
Reverse Fact Finder
Manage Client's Status
SMSF Establishment SOA
Do Not Establish SMSF SOA
Wind Up An SMSF SOA
Transfer Balance Cap SOA
Withdrawal/Re-Contribution SOA
Limited Recourse Borrowing Arrangement SOA
Pension SOA
Contribution SOA
Finalising An SOA
Uploading Documents
Printing A Draft SOA
Printing An Approved SOA
Generating An Invoice
Client Search
SOA Status Tab
Sending An Email Through SOA Assist