Paraplanning
Group Australia
Introduction
At Paraplanning Group Australia, we are committed to delivering accurate, compliant, and timely
Statement of Advice (SOA) documents and paraplanning support services tailored to your practice’s
advice framework. Our pricing is structured for transparency and flexibility while maintaining the highest
standards of quality.
What we offer
1
Superannuation & Insurance SoA
• Ideal for basic advice strategies
• For single platform rollover/consolidation
• Superannuation Investment Strategy
• Redirection of Superannuation Guarantee
• Basic personal Insurance advice for Life, Disablement, Income Protection & Trauma
2
Superannuation & IDPS /Personal Investing
• Best suited for complex clients with a interest in personal investing
• For single platform rollover/consolidation
• Superannuation Investment Strategy
• Redirection of Superannuation Guarantee
3
Superannuation, Insurance & IDPS / PersonalInvesting
We provide dedicated support to guide you through financial challenges and opportunities. Our personalized support aims to empower you with the knowledge and confidence to make informed financial decisions.
Alternative Packages
Superannuation Only
• Standard single platform rollover & consolidation
• Investment strategy recommendations
• Redirection of Superannuation Guarantee Contributions
Insurance Only
• Standard personal insurance advice with no complex structuring
• Coverage such as Life, Total & Permanent Disablement, Income
Protection & Trauma
IDPS / Personal Investment Only
• Personal investments advice via IDPS and wrap platforms
Basic Contribution Strategy
• Additional Concessional and Non-Concessional Contribution Recommendations
Paraplanning Admin Support
• Support with the preparation of superannuation application, IDPS application, risk profile, fact find, TPA’s, AML’s, OFA’s, Disclosure and Consent forms
FAQ
What are the standard processing times?
We understand the important of timely delivery. Our standard processingtimes are designed to support your advice workflow withoutcompromising quality.
Standard Service:
48 - 72 business hours
Applies to all simple SoA’s. Complex strategies ( ) may takelonger, and expected timelines will be confirmed at time of scoping.
Premium Service: Within 24 business hoursSubject to availability. Pricing for premium service is negotiablebased on urgency, scope, and workload. Please contact us directly to confirm availability.
Do you work on complex strategies?
Yes, we do! Complex strategies such as defined benefit pensions, multipleentities, SMSFs, transitions to retirement and cashflows/bugettingstrategies call be quoted seperately following scope clarification.
Do you offer discounts?
Volume discounts are available upon request for high volume licensees ormulti-SoA arrangements.
Do you provide support after the project is completed?
We do not explicitly provide additional support post SoA generation,however, if any adjustments are required the team will work closely withyou to ensure that the process is adapted moving forward.
How do you ensure compliance?
All advice documents are internally peer-reviewed to ensure licensee and
ASIC Compliance05
