SOA Template Solutions For Limited Licence Holders

In association with

Statement Of Advice Template Solutions

We have sourced a suite of SOA (Statement of Advice) template options to cater for accountants who have moved into the world of licensing. These SOA template solutions include:

Word Templates

Para-Planning Service

Software Solution

Template options are available as a ‘stand alone’, or as part of our broader subscription offer

Subscription Options

All our subscription members cover the basics
Secure website to access materials | Phone based support | Unique L4A induction program

Lite

  • ADVICE TEMPLATES
  • Word templates
  • Para-planning at discount rates
  • Advice software with accountant templates
  • RESOURCE LIBRARY
  • Support Documents
  • FAQs
  • Case Study Library (coming soon)
  • TRAINING
  • Regular webinars to help meet RG105 & RG146
  • Face to face workshop
  • Live Licensing Wrap-ups
  • REGULATORY UPDATES
  • TRex monthly newsletter
  • Responsible Manager Forums
From
$230 + GST
PER MONTH*

Standard

  • ADVICE TEMPLATES
  • Word templates
  • Para-planning at discount rates
  • Advice software with accountant templates
  • RESOURCE LIBRARY
  • Support Documents
  • FAQs
  • Case Study Library (coming soon)
  • TRAINING
  • Regular webinars to help meet RG105 & RG146
  • Face to face workshop
  • Live Licensing Wrap-ups
  • REGULATORY UPDATES
  • TRex monthly newsletter
  • Responsible Manager Forums
From
$550 + GST
PER MONTH*

Custom

Let us design a package to suit your business.
Contact us for pricing
*Price is for 1 Responsible Manager and adviser in a practice.

 

Contact our team today

Why Choose Us

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.


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