Our Pricing

Our pricing for SoA's produced in 3 days is...

One Strategy

$449 Ex GST

Two Strategy

$649 Ex GST

Three Strategy

$849 Ex GST

Four Strategy

$1,049 Ex GST

Five Strategy + or Gearing 

$1,149 Ex GST

RoA

$199 Ex GST

Disclaimer:
Includes holds and simple rebalances only

$300 Ex GST

Disclaimer:Includes holds and simple rebalances only

Foundation SoA

$300 Ex GST

Outsource Paraplanning

Data Entry, Product and/or Insurance Research/

Replacement 

$200 Ex GST

Data Entry, Product and/or Insurance Research/

Replacement and Modelling

$350 Ex GST

Document Writing and Modelling

only

 1 x strategy  $363 

2 x strategies $498

3 x strategies $698

4 x strategies $898

5 x strategies $998

Ex GST

Document Writing only

 1 x strategy  $300 

2 x strategies $450

3 x strategies $600

4 x strategies $750

5 x strategies $900

Ex GST

File Preparation

 

(Includes two hours - please contact head office to discuss what this involves)

$200 Ex GST

Data

Entry only

$100 Ex GST

Modelling

only

$200 Ex GST

Data Entry

and

Modelling

only

$300 Ex GST

Our price also includes licensee templates, cash reserves, health and general insurance, estate planning, modelling, replacement of product and/or insurance and alternative product research. 

The number of strategies is based on the definition list with the available strategies and sub strategies listed below.

Note: Each strategy outside of client, partner and joint applies on a per entity basis with a list of available sub strategies for each.

Self-Managed Super Fund (SMSF)

  • Hold

  • Rebalance

  • Rollover from Personal Super

  • Borrowing by SMSF's 

  • Establish SMSF and Invest

  • Estate Planning

  • Insurance Inside SMSF's

  • Wind Up SMSF

  • Change of Administration

  • Invest

Investments

  • Cash

  • Managed Funds

  • Property 

  • Shares

Debt

  • Consolidating debt

  • Increasing payment frequency

  • Increasing regular payments

  • Lump sum payment

  • Offset account

  • Redraw facility

  • Reducing inefficient debt

  • Refinancing

  • Reverse Mortgage

Gearing (debt plus invest)

  • Debt recycling

  • Gearing into super

  • Gearing review

  • Margin loan increase

  • New gearing

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Super

  • Contribution splitting

  • Defined benefit vs accumulation

  • Non concessional contribution

  • Recontribution

  • Regular contribution changes

  • Rollover and invest

  • Salary sacrifice

  • Self employed concessional contribution

  • Spouse contribution

  • Super guarantee contribution

  • UK transfer

Pension

  • Existing pension

  • Fixed term annuity

  • Lifetime annuity

  • Lump sum withdrawal

  • New pension and invest

Estate planning (no charge)

  • Enduring guardian

  • Health directives

  • Power of attorney

  • Super beneficiaries

  • Wills

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Centrelink

  • Age pension

  • Aged care

  • Austudy

  • Carer allowance

  • Carer payment

  • Carer supplement

  • Disability support

  • Family tax benefits

  • Funeral bonds

  • Newstart

  • Parenting payment

  • Partner allowance

  • Seniors health card

Insurance - Personal / Super

  • Income protection

  • Critical Illness / Trauma

  • Life

  • Total and permanent disability

  • Endowment policy

  • Health and general

  • Whole of life policy

Insurance - Business

  • Asset protection

  • Ownership (buy/sell) protection

  • Revenue protection

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Unbundled Pricing

Ready to order?

Do you want Fast, Accurate and Compliant SoA's created using the Industries leading SoA Management Platform?

 

SoA Manager is the platform of choice for many of Australia's leading Advisers.

Copyright - 2016 - Quality Para Planning Pty Ltd 

ABN 76 161 629 116

Created by IQuium Consulting

Australia