LIMITED SOACOMPREHENSIVE SOA
If not using an investment platform please specify individual products and fees as appropriate
Investments (Ordinary)Direct sharesDirect propertyManaged fundsOther- Amount $
Against homes - Amount $Margin Lending - Amount $
Rollover Concessions- small businessRedeemed investments
Rollover ExistingUndeducted ContributionsDeductible ContributionsSpouse ContributionSalary Sacrifice
Allocated PensionAnnuity (ordinary)Annuity (ETP)Growth pension
Age PensionNew startPartner allowanceOther
Self Managed Super FundAccumulationPension
I Agree with the paraplanning service guidelines, and understand that: The accuracy of the plan is dependant on the information supplied by me; The standard turn around time are in accordance with content requested, and have referred to the pricing schedule for more details, The information is accurate and up to date, I am responsible for reviewing my work before presenting it to my client/s, Do not allow paraplanner to engage in any liaison with my client.
Acknowledge that the content is appropriate for my clients needs, and I will be charged directly for this work. Acknowledge that I take full responsibility for the plans contents.
Will supply my paraplanning services will all required information- fact find, statements, client schedules, etc;