Financial Planning

We at Proteam Outsourcing have a world-class pool of talent consisting of financial planning experts and accounting professionals. We can leverage their skillsets to achieve tangible business outcomes for you and make you a leading player in your field.

Have a look at our financial planning services that can elevate your business to the next level.

Preparing Statement of Advice

Whether you are a startup or a large financial advisory firm, we offer a wide array of backend support services for preparing a statement of advice. Our paraplanning services include Pre SoA, SoA and Post SoA services. Right from preparation of insurance quotes and handling your cash flow modelling to preparing SoA documents and advice implementation, we cover it all.

Ongoing Review and Administration

We understand that time is the biggest asset and it should only be spent on accelerating your business growth. By delegating all your routine administrative tasks to our highly-trained team of professionals, you can make the most of your resources. Our review and administrative tasks include insurance cancellations, CRM management, risk and wealth checklist, new client entry, the application process, calling to various funds and a lot more.

Mortgage Broking

For any investment property portfolio, loan strategy and structure play a pivotal role. Our loan processing services include lender’s application on their software or online, discharge forms and processing, compliance documents, preparation of serviceability calculators and fact checks, to name a few. Our mortgage brokers are here to make the process simple and hassle-free for you.

Integration of SMSF and SMSF Annual Compliance

Each year, your SMSF must comply with certain annual reporting requirements. Some of these are preparation of an annual Balance Sheet, profit and loss statement, annual audit, income tax return, annual member statements and more. We can take this annual compliance burden off your shoulders and provide you with accurate SMSF documents to streamline your SMSF-related work.

Paperwork and Lodgements

If your client is an employer with APRA-regulated fund or SMSF with super guarantee obligations, they have lodgement obligations. Our SMSF administration services include handling all your related paperwork along with lodgement requirements in accordance with the compliance legislations in Australia. We also provide assistance with liaison with the Australian Taxation Office.

Preparing Quotes

As part of our paraplanning services, we provide assistance with researching client’s existing insurances, preparing insurance company quotes and downloading the latest product disclosure statements. Furthermore, the service also includes preparing standard information for outsourced paraplanning.

Free Consultation

Let’s talk about your business and how Proteam can help reduce the time and money you spend on accounting and financial reporting.

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