Solutions that flow.
A solid front and back-office partnership is critical for good workflow.
Adviser solutions
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Our most selected solution. A hybrid administration and paraplanning solutions that delivers much more than high quality advice documents.
Includes annual review preparation (platform report preparation, product/platform comparisons etc.), SOA/ROA production, CRM maintenance, annual fee agreements and more.
Stand-alone service or combine with administration for a total back-office solution.
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From $700-$1100+gst per client per year, subject to requirements and volume. Billed in equal monthly installments, no lock-in contract.
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Advice document production only.
Choose your preferred number of documents for completion over 12 months, with no lock-in contract.
Stand-alone solution, or upgrade to Paraplanning+ at any time.
Simple fixed pricing.
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Flat cost of up to $600+gst per document, subject to requirements. Billed in equal monthly installments, with no lock-in contract.
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Dedicated full-time staff members.
Trained in financial planning administration and advice implementation.
Stand-alone or combine with client review service for a total back-office solution.
Fixed, all-inclusive pricing plan.
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Fixed flat cost of up to $3,000+gst, subject to requirements. Billed in equal monthly installments, with no lock-in contract.
Accounting solutions
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Diagnose and provide solutions to business efficiency barriers through:
> assistance with business strategy & planning
> professional development and community events
> professional partnerships with specialist consultants
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Free of charge to our clients.
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Quick access to experienced outsourced accountants trained in Australian accounting practices, with full spectrum capabilities covering:
> bookkeeping
> Pre-tax return work (tax planning, interim reporting, financials, CGT calculations and more)
> Tax return preparation for all entities and individuals.
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Flexible fixed rates for jobs, or your own dedicated team members. Pricing pre-agreed based on scope of work and/or team member experience.
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Our highly-trained specialist SMSF team manage all degrees of complexity, including:
> BAS, SMSF annual returns, and compliance
> SMSF actuarial certificates
> ATO portal and auditor liaison
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Flexible fixed rate per job, pre-agreed based on complexity and scope of work, and completed by your own dedicated team members.
We walk the talk.
We’re an outsourcing business who practice what we preach.
Our team also run a thriving financial advisory business, with accounting capabilities.
We speak your language, and our number speak volumes:
20% organic growth annually for 18 years
580 clients reviewed annually by only 3 advisers
62% EBIT.
Talk to us about how we can partner to accelerate your growth today.
