Statement of Advice Template Pack

Considering the hours that you and your staff will save in preparing a Statement of Advice, these templates represents great value.
Templates include:
  • Superannuation Rollover & Risk Statement of Advice Template
  • Superannuation Rollover, Non-concessional contribution, Salary sacrifice contribution & Risk Statement of Advice Template
  • SMSF & Risk Statement of Advice Template
  • SMSF Property Borrowing Template
  • Managed Fund & Risk Statement of Advice Template
  • Risk Only Statement of Advice Template
  • Direct Shares & Risk Statement of Advice Template
As an example, the Superannuation Rollover and Risk (Personal Insurance) Statement of Advice template includes the following sections:
  • Cover Letter
  • Cover Page
  • Table of Contents
  • Current Situation wording and tables
  • Lifestyle Goals & Objectives
  • Investment Risk Profile
  • Scope of Advice and warnings
  • Superannuation Rollover strategy
  • Non-concessional contribution strategy
  • Co-contribution strategy
  • Salary sacrifice contribution strategy
  • Personal Insurance strategy (including Life, TPD, Trauma and Income Protection recommendations)
  • Health Insurance
  • General Insurance
  • Estate Planning (including Wills, Powers of Attorney, Guardianship and Death Nominations)
  • Cashflow table
  • Meeting client goals section
  • Product recommendations (investment and risk to keep, sell or purchase with reasons why)
  • Proposed asset allocation
  • Assumptions
  • Costs & risks of replacing products section
  • Disclosures
  • Ongoing Services
  • Payment information, tables and disclosures
  • How to Proceed
  • Authority to Proceed
  • Additional information including PDS, FSCG info
  • Additional attachments including insurance analysis and more in-depth wording on strategies.