image
img

Statement of Advice

image

Onshore and Offshore Offerings

We understand as an Adviser you may wish to make choices based on your own business model and client needs. Atlas is now able to provide you with those choices, whether you utilise Atlas Outsourcing with its onshore paraplanning or offshore paraplanning options.

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)

About Us

At Atlas Outsourcing we provide Australian Financial Advisers access to current and competitively priced paraplanning and administration outsource services. Offshore and onshore options are available. Offshore services are executed by an Asian based skilled team and managed by an Australian Director in Manila, Philippines.

image

ATLAS OUTSOURCING

Copyright @ 2020. All Rights Reserved.

Contact Us

Address : 12A The Avenue, Windsor VIC 3181

Email : info@atlasoutsourcing.com.au

Phone : + 03 9018 5387

Top