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;