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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

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