Record of Advice
1 Strategy ROA
2 Strategy ROA
3 Strategy ROA
Statement of Advice
Advice for insurance only with a maximum of 8 separate policies (combined)
Advice for business insurance only with a maximum of 8 separate policies (combined)
Includes investment switches for up to 4 platforms
Simple investment SOA with no other recommendations
Simple rollover SOA with no other recommendations
Statement of Advice
Insurance SOA with cover being held in SMSF (maximum of 10 policies) and excluding LRBA modelling
Advice for the trustees only
Statement of Advice
Maximum of 4 super rollovers (combined) and 8 insurance policies (combined)
Includes a retirement analysis and maximum of 4 pension accounts (combined)
Aged Care SOA with specific recommendations
Additional scenarios - refer to Add-Ons
Statement of Advice
Establishing an SMSF and making investment recommendations.
Super and Investment advice with a SMSF, including insurance recommendations (two SOA documents)
Includes insurance and additional modelling requirements
Includes gearing requriements
Express Service
This will reduce the current turnaround times by 2 business days
This will reduce the current turnaround by 3 business days
Quantum Paraplanning Reserves to right to adjust the price for work submitted upon discussion and confirmation from both parties.