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 CSOs are overseen by a Client Co-ordinator and our Paraplanners are overseen by two of our most experienced Senior Paraplanners. 

Your practice will be partnered to a permanent Pod to ensure continuity of service, regardless if one Paraplanner takes leave.

Tasks your Paraplanners can complete for you include:

  • Full modelling support
  • Creation of Record of Advice (ROAs)
  •  Creation of Statement of Advice (SOAs)
  • Client Directed Transaction Letters

and all of course with compliance as the focus!

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