Type of Document Required


    Fees to be Disclosed

    If not using an investment platform please specify individual products and fees as appropriate

    Fees to be Disclosed

    SoA Preparation:

    Cash Reserve

    Investments (Ordinary)Direct sharesDirect propertyManaged fundsOther- Amount $


    Against homes - Amount $Margin Lending - Amount $


    Non deductibleDeductible



    Income Protection

    Self Managed Super FundAccumulationPension


    Rollover ExistingUndeducted ContributionsDeductible ContributionsSpouse ContributionSalary Sacrifice

    Retirement Income

    Allocated PensionAnnuity (ordinary)Annuity (ETP)Growth pension


    Age PensionNew startPartner allowanceOther

    Capital Gains Tax

    Rollover Concessions- small businessRedeemed investments

    Recommended Strategy

    Investment Recommendations

    Investment Recommendations

    Investment Recommendations

    Risk Recommendations

    Level of Cover


    Further information that may assist with the preparation of this plan

    Notes and Strategy recommendations

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    I Agree with the paraplanning service guidelines, and understand that: The accuracy of the plan is dependant on the information supplied by me; The standard turn around time are in accordance with content requested, and have referred to the pricing schedule for more details, The information is accurate and up to date, I am responsible for reviewing my work before presenting it to my client/s, Do not allow paraplanner to engage in any liaison with my client.

    Acknowledge that the content is appropriate for my clients needs, and I will be charged directly for this work. Acknowledge that I take full responsibility for the plans contents.

    Will supply my paraplanning services will all required information- fact find, statements, client schedules, etc;