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    Type of Document Required

    LIMITED SOACOMPREHENSIVE SOA

    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 $

    Gearing

    Against homes - Amount $Margin Lending - Amount $

    Debt

    Non deductibleDeductible

    Insurance

    LifeTPDTrauma

    Income Protection

    Self Managed Super FundAccumulationPension

    Superannuation

    Rollover ExistingUndeducted ContributionsDeductible ContributionsSpouse ContributionSalary Sacrifice

    Retirement Income

    Allocated PensionAnnuity (ordinary)Annuity (ETP)Growth pension

    Centrelink

    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

    SteppedLevel

    Further information that may assist with the preparation of this plan

    Notes and Strategy recommendations

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    Upload File:

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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;