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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 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.

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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

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