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Service Offering and Pricing

As an outsourced service provider our SOA’s are fully compliant with ASIC and your Dealer Group’s compliance requirements.

Our SOA production is priced according to the number of strategies in the plan, see below.


Number of Strategies Price
Risk Only$195
ROA$100
1$465
2$510
3$555
4$605
5$650
6$700
7$745
8$790
9$840
10$885
11$935
12$980
13+POA
(All plus GST)



For 8 to 14 insurance policies/ annuities the classification moves up two categories

For 15 or more insurance policies/annuities the classification moves up three categories

Please note that XTOOLS+ modelling counts as two strategies for the purposes of pricing the SOA.

Our classification of SOA tasks is based on the number of strategies in the plan.


The following count as one strategy:

Super rollover (multiple products, each person)
New or varied insurance (each person)
Estate Planning (both clients, includes Wills, POA’s, BDN)
Start or vary TTR (each person)
Start or vary Salary Sacrifice (each person)
Start or vary ABP (each person)
Retain super fund (includes asset allocation & fees, each person)
Cash reserve (counts as 0.5 strategies)
Lump sum withdrawal
Lump sum investment/contribution
Defined Benefit plan recommendations
Regular savings plan (non-super)
Start or vary regular contribution (super)
New or varied insurance (each person)
Super rollover multiple products (each person)
Rollover Pension phase to Super
New SMSF
Centrelink
Transfer UK Pension
Stand-alone Rebalance (each client)
Spouse contribution
Recontribution
Lifetime/Term Annuity
Gearing
Projections (XTOOLS+ modelling counts as 2 strategies)
Other non-specified strategy


Most classifications are per-person, however Estate Planning only counts as one strategy even if it affects both clients.