Product Description
Considering the hours that you and your staff will save in preparing a Statement of Advice, this template represents great value.
This Self-Managed Super Fund 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
- Self-Managed Super establishment wording
- Self-Managed Super Fund Trustee wording
- Reference to SMSF Investment 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.
You will also receive strategy for giving the following advice:
- SMSF Borrowing
- Setting up a SMSF
- Winding up a SMSF
- Administrator Change
- Asset Purchase from Related Party
- Change of Trustee
- Limited Recourse Borrowing Arrangement
- Cash Reserve
- Establishing an Investment Strategy
- Investing in a SMA
- Investing in Managed Funds
- Investing in Shares
- Investment Portfolio Review
- Rollover from Accumulation phase to Pension phase
- Segregation of assets
- Unsegregation of assets
- Withdrawal from Investment
Strategy text files also include key Benefits of advice, key Risks and disadvantages, how the advice meets your client's objectives as well as links to additional information on self-managed super funds.
