Power up your advise!
Paraplanning Services Should Be Affordable & Reliable. Start Outsourcing Seamlessly!
Financial Advisors should focus on what matters the most, taking care of the customers. Let us take care of the administrative works without you worrying about high-cost and unreliable quality of work.
What We Do For Your Business
Our offshore paraplanning and administrative services are included but not limited to:
Core Capabilities
Statements of Advice (SoA)
• Simple Strategies
• Standard Strategies
• Internediate Strategies
• Comprehensive Strategies
Records of Advice (RoA)
Precise documentation of advice for client peace of mind and level up your service.
Financial Modelling & Research
In-depth analysis and research to support your decisions with compelling advice and relevant to your clients case.
SMSF Set Up & Compliance
Set up, administration, tax return and audit, entire end-to-end process involved in the compliance management of a self-managed superannuation fund.
Administrative Services
High-quality documentation and administrative services with short turnaround times, while complying with most up to date compliance requirements.
• FDS (Fee Disclosure Statement) + Investment Platform Opt-In
• Research on current superfund + insurance – insurance review
• Insurance review
• Quotes preparation
• Compliance checklist
• Compliance checklist
• Updating client’s database (Coin, Xplan, CWT, etc)
• Ad-hoc tasks
Accounting Services :
With our global outsourcing model, you can grow your accounting or financial planning firm with outcome-based pricing for your peace of mind.
• SMSF annual administration (bookeeping, annual tax return, activity statement (quarterly), independent audit check, financial reporting)
• Establishment of self managed super fund (including corporate trustee structure and SMSF borrowings)
• Establishment of family trust
• Establishment of company
• Application of Tax File Number & Australian Business Number
• Admin assistance related to income tax, superannouation, workcover, GST, PAYG.
Grow Your Business, Efficiently!
No more piling up back-end operation expenses. We are ready to power up your business by providing various paraplanning administrative services. Ready to start saving hours off your work week?.
Managing over 100+ Financial Advisors since 2014, we have saved estimated ~45% of client’s cost by outsourcing the Paraplanning services with us.
Effortlesly, Affordably!
Save up your energy and spend every penny, wisely!
| Normal Public Rate | Limited Time Offer | |
|---|---|---|
| ROA single strategy | AU$ 140.00 | |
| ROA single strategy with insurance | AU$ 217.00 | |
| ROA 2-3 strategies | AU$ 252.00 | |
| ROA 2-3 strategies with insurance | AU$ 322.00 | |
| ROA 4-5 strategies | AU$ 357.00 | |
| ROA 4-5 strategies with insurance | AU$ 406.00 | |
| Administration (non-SOA) | AU$ 1,855.00 | |
| Administration (SOA) | AU$ 3,010.00 | |
| Modelling | AU$ 42.00 | |
| SOA single strategy | AU$ 140.00 | |
| SOA single strategy with insurance | AU$ 217.00 | |
| SOA 2-3 strategies | AU$ 252.00 | |
| SOA 2-3 strategies with insurance | AU$ 322.00 | |
| SOA 4-5 strategies | AU$ 357.00 | |
| SOA 4-5 strategies with insurance | AU$ 406.00 |
Why Choose Us
Some of well-considered reasons for you to decide :
Cost Efficiency
Save up to 45% (*) from your inhouse paraplanning expenses by switching into offshore outsourced paraplanning and administrative.
Flexible Packages
You decide which package suits your needs, or flexibly tailor custom package to fit your needs.
Timely Delivery
We are committed to our service excellence to maintain timely manner task completion because we understand the unique position of yours, serving clients.
Certified Expertise
Our high qualified and experienced paraplanners team will ensures meticulous accuracy and compliance with Australian standards.
Privacy Protection
We take both physical and technology security measures to protect client’s information. We also have document retention policies and processes.
What They Say About Us
Stories from our valuable partners
Harry Trikam
Working with Maxie and his team for the past six years has been a pleasure. They have consistently demonstrated professionalism, attention to detail, proactive initiative, and a keen responsiveness to our needs. Their expertise in managing complex tasks, including SMSF compliance, corporate entity establishment, and fiduciary structures, has been instrumental in enhancing our business operations. I enthusiastically recommend their services to any organization seeking to streamline and optimize their accounting functions.
Robert Nguyen
I have worked with Maxie & Team for 3 years now for ROA’s & SOA’s tasks. The team has been highly reliable & it put us on ease to focus on the clients. Not only they understand the challenges advisors usually deal with, they’re able to cater every demand that we have requested with integrity & professionalism.
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