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Services

Approx Turnaround Time

Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
Date of receipt + max 5 business days
20 hours per week
40 hours per week

OUR SERVICES

SOA – SINGLE STRATEGY

(including single insurance cover to be implemented)

SOA – MULTIPLE COVER RISK

Multiple risk cover types inside or outside super

SOA – 2-3 STRATEGIES

(E.g. TTR / Salary Sacrifice / Non Concessional Contribution etc.)

SOA – 2-3 STRATEGIES INCLUDING RISK

SOA – 4-5 STRATEGIES

(E.g. Regular Savings / Co-contribution / Salary Sacrifice / Gearing / Binding Death Nomination etc.)

SOA – 4-5 STRATEGIES INCLUDING RISK

SOA – 6-8 STRATEGIES

(E.g. Regular Savings / Co-contribution / Salary Sacrifice / Gearing / Binding Death Nomination etc.)

SOA – 6-8 STRATEGIES INCLUDING RISK

SOA – ADDITIONAL STRATEGY

(Additional cost may apply if strategies being recommended exceeded 8)

MODELLING

Single Scenario

MODELLING

Multiple Scenario

ROA – SINGLE STRATEGY

ROA – MULTIPLE STRATEGY

VIRTUAL ADMINISTRATOR

A part time dedicated resource to your business – 20 hrs. per week

VIRTUAL ADMINISTRATOR

A part time dedicated resource to your business – 40 hrs. per week

EXCESS VIRTUAL ADMINISTRATOR

Hourly rate applied where excess hours are incurred for your VA package

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