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Paraplanning Request Form

Paraplanning Request Form

+61 480 269 901

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Paraplanning Request Form

Step 1 of 7

14%

Document Checklist
Document Checklist
- Fact Find
- Risk Profile
- Existing Product research/statements
- Insurance Quote
- Completed Needs analysis
- Supporting file notes
Adviser Details
Adviser Name
Practice
Email
Phone
Advice Document Type
- RoA
- SoA
Ongoing Service Package
Date of Request
Date Format: DD slash MM slash YYYY
Date of Appointment
Date Format: DD slash MM slash YYYY

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Client Details
Client Name
Partner Name
SMSF Name
Risk Profile
Client Name
Partner Name
SMSF Name
Scope of Advice
- SMSF
- Retirement Planning
- Superannuation
- Investments (Wealth Creation)
- Personal Insurance
- Estate Planning
- Cashflow Management
- Centrelink
- Gearing
- Debt Management
- Other

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Client Background & Reason for Seeking Advice
Use to personalise your SOA
Client Goals and Objectives
Entity
Goal
Entity
Goal
Entity
Goal
Entity
Goal
Entity
Goal
Out of Scope / Limited Advice
Personal Insurance - You have specifically advised that you are not seeking advice in this area and believe that given your age and level of assets that cover is not required. (example)

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Recommended Strategies & Products
Recommendation 1:
Recommendation is for:
Reason for recommendation linked to goal:
Associated Risks and Consequences:
Alternatives Considered and reason discounted:
Recommendation 2:
Recommendation is for:
Reason for recommendation linked to goal:
Associated Risks and Consequences:
Alternatives Considered and reason discounted:
Recommendation 3:
Recommendation is for:
Reason for recommendation linked to goal:
Associated Risks and Consequences:
Alternatives Considered and reason discounted:

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Recommended Products and Investments
Owner
Recommended Platform:
- HUB24 Core/Choice
- Super
- NetWealth
- Pension
- CFS FirstChoice Wholesale
- Investment
- Other
Recommended Portfolio:
- Model Portfolio Name:
- Portfolio as detailed below
Specific rationale for portfolio selection to be included in SoA:
Alternatives Considered and reason discounted:
Investment Option
Name
APIR
Amount ( $XX XX% )
Name:
APIR:
Amount ( $XX XX% )
Name:
APIR:
Amount ( $XX XX% )
Name:
APIR:
Amount ( $XX XX% )
Name:
APIR:
Amount ( $XX XX% )

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Recommended Insurance Products and Options
Please ensure reason for premium structure, waiting period and benefit period and always provided
Owner
Recommended Policy Options:
- Select All
- Pay via rollover from super fund name:
- Lump sum TPD option
- Increasing Claim Option
- Stepped
- Level
- Stepped/Level
- Other
Specific rationale for Product selection:
Recommended Product:
- Clearview LifeSolutions
- TAL
- OnePath
- BT
- Other
Specific rationale for Policy Options
Alternatives Considered and reason discounted:

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Fees
Please specify whether payment will be invoice or through investment and the breakdown per entity
Recommended – Upfront and Ongoing
Statement of Advice Fee
Total ( $XX XX% )
Client ($XX XX% -Deducted from)
Partner ($XX XX% -Deducted from)
Entity ($XX XX% -Deducted from)
Implementation Fee
Total ( $XX XX% )
Client ($XX XX% -Deducted from)
Partner ($XX XX% -Deducted from)
Entity ($XX XX% -Deducted from)
Upfront Adviser Service Fee
Total ( $XX XX% )
Client ($XX XX% -Deducted from)
Partner ($XX XX% -Deducted from)
Entity ($XX XX% -Deducted from)
On-Going Adviser Service Fee
Total ( $XX XX% )
Client ($XX XX% -Deducted from)
Partner ($XX XX% -Deducted from)
Entity ($XX XX% -Deducted from)
Recommended - Insurance Commission
Product:
Entity
Upfront Amount ($XX XX%)
Ongoing Amount($XX XX%)
Product:
Entity
Upfront Amount ($XX XX%)
Ongoing Amount($XX XX%)
Trail Commission
Please specify any trail commission and any associated rebate
Product:
Entity
Amount ($XX XX%)
Rebate($XX XX%)
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Comments
This field is for validation purposes and should be left unchanged.

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