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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
80 hours per month
160 hours per month

SOA/ROA – PREPARED ON ATLAS XPLAN

Supplementary Fee Per SOA

SOA/ROA – MULTIPLE LIVES/PARTNER/SMSF+PERSONAL

Supplementary Fee Per SOA

SOA/ROA – SINGLE STRATEGY

SOA/ROA – MULTIPLE COVER RISK

Multiple risk cover types inside or outside super

SOA/ROA – 2-3 STRATEGIES

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

SOA/ROA – 2-3 STRATEGIES INCLUDING RISK

SOA/ROA – 4-5 STRATEGIES

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

SOA/ROA – 4-5 STRATEGIES INCLUDING RISK

SOA/ROA – 6-8 STRATEGIES

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

SOA/ROA – 6-8 STRATEGIES INCLUDING RISK

SOA/ROA – 9+ STRATEGIES

MODELLING

Single Scenario

MODELLING

Multiple Scenario

VIRTUAL ADMINISTRATOR

A part time dedicated resource to your business

VIRTUAL ADMINISTRATOR

A part time dedicated resource to your business

EXCESS VIRTUAL ADMINISTRATOR

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

About Us

At Atlas Outsourcing, we support Financial Advisers with a comprehensive suite of high quality, cost effective services, including Paraplanning, Virtual Administration, Bookkeeping, and Accounting. We offer both onshore and offshore Paraplanning solutions to suit varying business needs. Our offshore services are delivered by a highly skilled team and overseen by an Australian Director based in Manila, Philippines, ensuring strong quality control, seamless communication, and consistently professional outcomes.

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ATLAS OUTSOURCING

Copyright @ 2020. All Rights Reserved.

Contact Us

Address : Collins Square, Level 17, Tower 4, 727 Collins Street, VIC 3008

Email : info@atlasoutsourcing.com.au

Phone : + 03 9018 5387

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