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 hourly rate per hour plus GST.
Archives: Services
Guides
Paraplanning Request Forms, Comparison Table and Pre-Assessment Summary forms are available upon request.
Guides Old
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:
- Appointment Setting
- Update calendar
- Send calendar invite to client
- Confirm schedule with client
- Arrange Zoom/Teams meeting link
- SoA Implementation/ Form pre-filling
- Establish a super account
- Establish an investment account
- Establish a pension account
- Process rollover instructions
- Prepare a Fund Nomination form for employer contributions
- Implement pension refresh
- Switch product
- Switch investments
- Trade investments
- Prepare/amend death benefit nomination form
- Prepare adviser service fee consent form
- Prepare FDS
- Prepare review reports
- Process withdrawal request
- Update pension payment
- Establish insurance
- Request insurance alteration (increase/reduce benefit)
- Process policy cancellation
- Prepare claim form
- Process change of ownership request
- Individual to SMSF / SMSF to individual / Platform to individual
- Remove commissions
- Prepare direct debit authority form
- Amend client details
- Prepare AML/FSC form
- Prepare other ATO/Centrelink forms
- Lodge notice of intent to claim tax deduction
- Prepare ATO Income and Assets form
- Generate insurance quotes
- Request insurance quotes
- Process pre-assessment request
- XPLAN – Update client details
- Insurance
- Super
- Investment
- Asset/liabilities
- Income/Expenses
- Contact info
- Basic info
- XPLAN – Add client details
- Risk profile questionnaire
- Client Data form
XPLAN – Generate forms & reports
- Client list
- Insurance list
- Client engagement letter
- Review Report
- FDS
- Opt-in
- SOP
- RPQ (blank)
- CDF (blank)
- RoA (Rebalance/Switch)
- RoA (No change)
- WealthSolver
- QuickCompare
- Needs Analysis
- Risk Research
XPLAN – Others
- Create new client account
- Send email
- Update task
- Update thread
- Update invoice
- Update review dates
- Save documents in file notes
- Add IDs
- XPLAN – IPS/Datafeed
- Map accounts
- Link accounts
- Request datafeed from providers
- Request assistance from compass support
- Add model portfolios
- Add purchase/sell transactions
- Add products
- Create accounts
- Transfer holdings
- Third Party Authority
- Prepare TPA form (generic/unique template)
- Communication
- Adviser – Phone Call
- Teams/Zoom Meeting – Task update
- Provider/Insurer – Phone Call
- Research (Super/Pension/Investment/Insurance)
- General Inquiry
- Request follow-up
- Application follow-up
- Client – Phone Call
- Meeting
- Enquiry update
- Providing instructions
- Adviser
- Task update
- Forwarding forms
- Provider/Insurer
- Client
- Others (Feel free to add other tasks not mentioned)
- Docusign
- AdobeSign
- Otter
- Transcription (voice)
- Transcription (handwriting)
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 your own systems based on the information being provided to us by you.
The ROA requests can be supplied to us by email, but documents like the PPR need to be uploaded generally to xplan or an equivalent. 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)