Paraplanning Services

SMSF Paraplanners approach to Paraplanning is not that of a single dedicated Paraplanner, but rather a "Pod" of Paraplanners to each practice.

Each Pod is made up of Paraplanners, Client Service Officers (CSOs) and Compliance Officers. Our Paraplanners are overseen by two of our most experienced Senior Paraplanners within each pod.

Our team of Paraplanners are fully equipped to deliver high quality and compliance-focused documents for you! Our paraplanning services include:

  • Full modelling support
  • Creation of Record of Advice (ROA)
  •  Creation of Statement of Advice (SOA)
  • Client Directed Transaction Letters

This website uses cookies, by continuing to use this website you are giving consent to cookies being used. For more information read our Cookie Policy and Privacy Policy.