<span class='pageheading'>Pricing</span><br>
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<span class='generaltext'>
We supply a quote for each SOA that you would like produced.<br>
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As a guide to our prices:

<ul>
<li>a SOA with a single strategy costs $347&nbsp;&#8224 plus GST</li>
<li>five strategies costs $486&nbsp;&#8224 plus GST</li>
<li>eight strategies costs $594&nbsp;&#8224 plus GST</li>
</ul>
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&#8224 After including our 10% pay-on-time credit.<br>
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Our SOA production is priced according to the number of strategy recommendations in the plan.<br>
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This is because this figure matches quite closely the amount of time required to produce the document.<br>
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<br>

<table>
<tr><td width='150px' class='pricing_table_text'><b>Number<br>of Strategies</b></td><td class='pricing_table_text'><b>Price&nbsp;&nbsp;</b></td></tr>
<tr><td class='pricing_table_text'>ROA</td><td class='pricing_table_text'>$100</td></tr>
<tr><td class='pricing_table_text'>&nbsp;</td></tr>

<tr><td class='pricing_table_text'>1</td><td class='pricing_table_text'>$360</td></tr>
<tr><td class='pricing_table_text'>2</td><td class='pricing_table_text'>$395</td></tr>
<tr><td class='pricing_table_text'>3</td><td class='pricing_table_text'>$435</td></tr>

<tr><td class='pricing_table_text'>&nbsp;</td></tr>

<tr><td class='pricing_table_text'>4</td><td class='pricing_table_text'>$470</td></tr>
<tr><td class='pricing_table_text'>5</td><td class='pricing_table_text'>$505</td></tr>
<tr><td class='pricing_table_text'>6</td><td class='pricing_table_text'>$545</td></tr>

<tr><td class='pricing_table_text'>&nbsp;</td></tr>

<tr><td class='pricing_table_text'>7</td><td class='pricing_table_text'>$580</td></tr>
<tr><td class='pricing_table_text'>8</td><td class='pricing_table_text'>$615</td></tr>
<tr><td class='pricing_table_text'>9</td><td class='pricing_table_text'>$655</td></tr>

<tr><td class='pricing_table_text'>&nbsp;</td></tr>

<tr><td class='pricing_table_text'>10</td><td class='pricing_table_text'>$690</td></tr>
<tr><td class='pricing_table_text'>11+</td><td class='pricing_table_text'>POA</td></tr>
<tr><td class='pricing_table_text'>(All plus GST)</td></tr>
</table>
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These prices assume that the client information is fully set up in XPLAN or your alternative CMS. If this is not the case, an additional $80 plus GST Data Entry fee will apply.<br>
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For pricing purposes XTOOLS+ modelling counts as one strategy for each projection scenario that you would like created.<br>
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Our invoice terms are 14 days. We offer a 10% pay-on-time discount. If full payment is made by the due date, 10% of the SOA fee will be added as a credit to your next invoice.<br>
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This discount is applicable to orders from individual Financial Advisers and practices and is not applicable to bulk orders through dealer groups or orders from centralised paraplanning teams.<br>
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We produce standard and comprehensive SOA's. Unfortunately we do not do Risk Only SOA's. Most of out clients use a specialist supplier for these tasks.<br>
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Our classification of SOA tasks is based on the number of strategies in the plan.<br>
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The following count as one strategy:<br>
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<i>
Super rollover (multiple products, per person)<br>
New or varied insurance (per person)<br>
Review insurance needs, no change (both clients)<br>
Estate Planning (both clients, includes Wills, POA’s, BDN's)<br>
Start or vary TTR (per person)<br>
Start or vary Salary Sacrifice (per person)<br>
Start or vary ABP (per person)<br>
Retain super fund (includes asset allocation & fees, per person)<br>
Cash reserve (no charge)<br>
Lump sum withdrawal<br>
Lump sum investment/contribution<br>
Review of debt facilities (both clients)<br>
Defined Benefit plan recommendations<br>
Regular savings plan (non-super)<br>
Start or vary regular contribution (super)<br>
Super rollover multiple products (per person)<br>
Rollover Pension phase to Super<br>
New SMSF<br>
Centrelink<br>
Transfer UK Pension<br>
Stand-alone Rebalance (per client)<br>
Spouse contribution<br>
Recontribution<br>
Lifetime/Term Annuity<br>
Gearing<br>
Other non-specified strategy<br>
</i>
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Most classifications are per-person, however Estate Planning only counts as one strategy even if it affects both clients.<br>
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For 8 to 14 insurance policies/ annuities the classification moves up two categories.<br>
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For 15 or more insurance policies/annuities the classification moves up three categories.</span>
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