Quantum Paraplanning
Quantum Paraplanning
  • Home
  • About Us
    • About Us
    • Team
    • Team Photos
  • Services
    • Paraplanning
    • Support Services
    • Other Services
  • Pricing
    • Paraplanning
    • Support
  • Blogs
  • More
    • Home
    • About Us
      • About Us
      • Team
      • Team Photos
    • Services
      • Paraplanning
      • Support Services
      • Other Services
    • Pricing
      • Paraplanning
      • Support
    • Blogs
  • Home
  • About Us
  • Services
  • Pricing
  • Blogs

Quantum Paraplanning Fee Schedule

ROA

Record of Advice

$110 including GST

1 Strategy ROA

$220 including GST

2 Strategy ROA

$330 including GST

3 Strategy ROA


Limited - $330 Including GST

Statement of Advice

Insurance Only SOA

Advice for insurance only with a maximum of 8 separate policies (combined)

Business Insurance SOA

Advice for business insurance only with a maximum of 8 separate policies (combined)

Investment Switch SOA

Includes investment switches for up to 4 platforms

Investment Only SOA

Simple investment SOA with no other recommendations

Super Rollover Only SOA (Max 2 Funds)

Simple rollover SOA with no other recommendations


Simple - $440 Including GST

Statement of Advice

Insurance (SMSF) Only SOA

Insurance SOA with cover being held in SMSF (maximum of 10 policies) and excluding LRBA modelling

SMSF Investment SOA

Advice for the trustees only


Standard - $495 Including GST

Statement of Advice

Super and Insurance SOA

Maximum of 4 super rollovers (combined) and 8 insurance policies (combined)

Retirement Planning SOA

Includes a retirement analysis and maximum of 4 pension accounts (combined)

Aged Care SOA

Aged Care SOA with specific recommendations

Additional scenarios - refer to Add-Ons


Complex - GST Inclusive

Statement of Advice

SMSF Establishment SOA

$770

Establishing an SMSF and making investment recommendations.

SMSF SOA

$770

Super and Investment advice with a SMSF, including insurance recommendations (two SOA documents)

SMSF LRBA SOA

$990

Includes insurance and additional modelling requirements

Gearing, Investment and Insurance SOA

$880

Includes gearing requriements


Express Cases - GST Inclusive

Express Service

Reduce Turnaround by 2 Days

130%

This will reduce the current turnaround times by 2 business days

Reduce Turnaround by 3 Days

150%

This will reduce the current turnaround by 3 business days


Add-On - GST Inclusive

Budgeting Advice

$55

Debt Management Advice

$55

Retirement Analysis

$55

Centrelink Advice

$55

Investment Advice

$55

Salary Packaging Advice

$55

Lifestyle Goals Advice

$55

Flow Charts (non-standard)

$55

Additional Modelling

$110

Guarantee Products

$110

Over 4 Funds (combined)

$55

SMSF - Investment Strategy

$55

SMSF - Deed and Structure

$55

LRBA Modelling (Insurance Only)

$55

Contributions

$55

TTR

$55

Excess Underlying Investments (16 or more)

$55

Excess Insurance (9 or more)

$55

Strategy Paper

On Quote

Hourly Rate

$110

Quantum Paraplanning Reserves to right to adjust the price for work submitted upon discussion and confirmation from both parties.

Quantum Paraplanning