The MyPlanner back-office solution goes well beyond simply...

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:

• 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

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.