Financial Advisers and Paraplanners’ office support – SOA, ROA, SMSF annual compliance and admin support from a dedicated team at a fraction of the local cost. Leverage the capabilities of our senior-most qualified accountants for work that requires a high level of skills, domain knowledge and insights
Statement of advice preparation
Backend support services for paraplanners or independent financial advisors. It encompasses, Pre-SOA, Statement of Advice and Post SOA.
Administration tasks
Delegate all your routine administration services like new client entry, risk and wealth checklist, calling to various funds, CRM management, online applications, annual planning review, application process, insurance cancellations, etc. into the hands of a seasoned and expert team.
Mortgage broking
Loan Processing Service includes fact checks, and preparation of serviceability calculators, discharge forms and processing, compliance documents, lender’s application online or on lender’s software, etc.
SMSF Annual compliance
Guaranteeing you peace of mind as a robust team of SMSF experts will handle your year-end financial accounts preparation and tax return requirements. Additionally, take advantage of an organized and bundled SMSF audit service that can help streamline all your SMSF-related work.
