Revenue Reporting

Atlas also provides Revenue Reporting for Licensees who utilise Commpay or Paylogic systems. If you commence Paylogic and utilise Atlas Outsourcing to arrange and generate reports, you will receive the first three months free with your subscription to Paylogic. With this service, we charge a flat labour cost of $25 per hour plus GST.

Guides

Paraplanning Request Forms, Comparison Table and Pre-Assessment Summary forms are available upon request.

Virtual Administrator

An Atlas Outsourcing primary and secondary resource trained in all Virtual Administration (VA) Services will be assigned to your business for 80 hours per month or 160 hours per month for a fixed price each month.​​​​​​

Please note that Virtual Administrators are not trained in SOA/ROA/Modelling Services.

Some of the tasks that our VA team undertakes includes:

  • Confirming/scheduling client or other appointments
  • Checking adviser email
  • Emailing clients direct
  • Scheduling flights/accommodation
  • Transcribing dicta-phone file notes
  • Entering Fact Find information
  • Data entry
  • Generating Reports for Client Reviews (FDS, Quarterly Reports, Annual Reports, Opt in, etc.)
  • Making Enquiries on Client Policies and reporting back
  • Presentations
  • Datafeed mapping
  • Pre-assessment
  • Insurance Quotes
  • Pension/Super research
  • Pre-complete applications
  • Follow-ups
  • Customised administration tasks​

Modelling

We also offer Modelling services from a single scenario through to multiple scenarios prepared by our senior qualified financial planners.​​ Modelling services may be prepared as a standalone or requested in conjunction with your Statement of Advice request.​

You can just download our Modelling Request form and fill out the required information needed.​

Below are the list of services we offer for Modelling:

Approx. Turnaround Time

Date of receipt + max 5 business days
Date of receipt + max 5 business days

Modelling Services

MODELLING

Single Scenario

MODELLING

Multiple Scenario

Record of Advice

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.

Our paraplanning team can also generate Record of Advice (RoA) on our system or on your own system based on the information being provided to us by you.​

These can also be supplied to us either by email or uploading the files to your shared dropbox or any preferred method of saving your files. Our team will then review it carefully and any outstanding information needed will be sent back to you for further clarification.​

Below are the list of services we offer for ROAs:

Approx. Turnaround Time

Date of receipt + max 5 business days
Date of receipt + max 5 business days

Record of Advice (RoA) Services

ROA – SINGLE STRATEGY

ROA – MULTIPLE STRATEGY

Statement of Advice

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)