Documentation for super only strategy
Super - Current plus two suitable alternatives
Documentation for pension only strategy
Pension - Current plus two suitable alternatives
Documentation for investment only strategy
Investment - Current plus two suitable alternatives
Documentation for a combination of super, pension and investments strategies
Documentation for an insurance only strategy
Insurance - Current policy plus two comparisons/quotes
Documentation for both a super and insurance strategy
Insurance - Current policy plus two comparisons/quotes
Super - Current plus two suitable alternatives
Provides documentation for gearing, including the additional compliance requirements such as additional risk discussions and insurance requirements
Includes documentation for both the personal and SMSF entities
Includes documentation for both personal and the SMSF with LRBA affordability calculations
This will reduce the current turnaround times by 2 business days
This will reduce the current turnaround times by 3 business days
Add a footnote if this applies to your business