img

Statement Of Advice

image

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

Statement of Advice (SoA) 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)

Top