The MyPlanner back-office solution goes well beyond simply providing a template for compliant Statements of Advice (SoA) by offering a wide range of other admin services, including:
Furthermore, MyPlanner will add more functions to the back-office system – called ‘Alliance Solutions’ – over time with other support services including BAS completion, tax returns and business budgeting soon to be released.
- Fact-finds and data entry;
- Advice document production (including SoAs);
- Strategy implementation – such as SMSF set-ups, insurance, application completion, partial rollovers;
- Service package delivery covering review documents and FDS; and
- Traditional administrative services such as stationery and PDS ordering
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