Templates

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Statement of Advice

SoA Templates Pack
File Size:	2005 kb
File Type:	zip

Download File

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Includes:

• Base SoA Template*
• Risk SoA Template
• Super and Risk Template
• Super, NCC, SS and Risk Template

• Managed Funds and Risk Template
• Shares and Risk Template
• SMSF Template
• SMSF Property Borrowing Template
• IBR Template

*Can be used to easily add strategy text modules for each scenario

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Record of Advice

RoA Document Pack
File Size:	141 kb
File Type:	zip

Download File

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Includes:

• RoA - Additional Investment Example
• RoA - Corporate Action Example
• RoA - Additional Investment Example
• RoA - Hold Example

• RoA - Standard Example
• RoA - Insurance Increase Example
• RoA - Portfolio Rebalance Example
• RoA - Switching Shares Example
• RoA - Withdrawal Example

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Back Office Forms

Back Office Form Pack
File Size:	68 kb
File Type:	zip

Download File

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Includes:

• Information Release Form
• Superannuation Details Collection
• Transfer of Servicing Rights Request
• Fax Cover Sheet

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File Notes

File Note Pack
File Size:	98 kb
File Type:	zip

Download File

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Includes:

• Standard File Note
• First Appointment File Note
• Advice Presentation File Note

• Basic Deposit Product and CMT File Note
• Client Advice File Note
• Client Contact Cover Sheet
• Credit Referral and File Note

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Strategy Texts

All Strategy Text Documents
File Size:	5914 kb
File Type:	zip

Download File

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Includes:

• Aged Care Strategies (4)
• Debt Strategies (12)
• General Strategies (8)
• Insurance Strategies (14)
• Investment Strategies (14)
• Retirement Income Strategies (11)

• SMSF Strategies (17)
• Social Security Strategies (10)
• Superannuation Strategies (22)
• Tax Strategies (6)