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SuperRecords
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Paraplanning Services

Create more capacity and drive maximum efficiency with qualified and affordable outsourced paraplanning.

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SOAs/ROAs prepared
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Australian clients
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Years of experience
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Struggling to meet demand as deadlines get tighter?

Financial planners are under more strain than ever due to rising costs and skills shortages. Many are finding that their day is consumed with low-level administrative tasks that distract them from more critical matters such as growing their client base.

Our outsourced paraplanning team becomes an extension of your team to help drive maximum efficiency and profitability. Our RG146-Certified specialists provide you with SoA preparation, paraplanning support, and other services across both simple and complex strategies for a fraction of the local cost.

Achieve efficiency and accuracy with outsourced paraplanning services

Get up and running fast so you can reach your business goals quicker.

No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.

We take care of all your SoA needs

Our RG146-Certified specialists provide you with end-to-end SoA outsourcing services that include:

  • Client data entry
  • Research and comparison of super and insurance products
  • Preparation of Best Interest Duty/Alternative Strategy documents
  • Preparation of Statements of Advice using your licensee template
  • Creation of Fact Find documents
  • Retirement Analysis and Cash Flow Modelling

Quick turnarounds for SoA outsourcing

Running out of time? We have incredibly quick turnaround rates.

Our outsourced paraplanning teams can return:

  • Simple SoAs/RoAs in 1 day
  • Moderate SoAs/RoAs in 2 days
  • Complex SoAs in 3-4 days

We’ve completed over 35,000 SoAs and our teams are experts in using tools like Xplan, AdviserLogic, COIN, Midwinter, and Plutosoft.

Superannuation and insurance – covered

Your clients remain covered at all times as our outsourced paraplanning team:

  • Obtains existing client superannuation and insurance information
  • Completes pre-assessments
  • Ensures funds are invested as instructed
  • Completes existing insurance cancellation letters online application forms for rollovers, new account openings, and cancellations
  • Sets up new super accounts or Managed Funds with adviser login

Reduce time spent on correspondence thanks to outsourced paraplanning

Focus your time on your clients rather than sending emails back and forth or waiting on hold.

Our teams will:

  • Correspond with insurance underwriting teams
  • Make regular follow-up calls to providers to check application statuses

Access a multitude of advisor support services

Our outsourced paraplanning team provides a diverse array of advisor support services that include:

  • Maintaining client information in your CRM
  • Tracking advisor commissions and splitting of payments
  • Preparing annual review documents using your templates
  • Preparing Fee Disclosure Statements
  • Supporting implementation advice, i.e. completing online application forms for rollovers, new account openings, and cancellations
  • Preparing executive summaries of SoAs for ease of presentation

Utilise paraplanning services as you need to

Customise your SoA and paraplanning services package to your needs.

You have the choice to engage:

  • A dedicated paraplanner
  • A dedicated advisor support
  • A dedicated paraplanner + advisor support
  • Volume-based SoA & supporting documents for a fixed fee

Get iron clad security

ISO 27001:2013-certified security frameworks and practices mean your client data is absolutely safe as houses at all times.

ISO Security Certification

Access qualified staff fast

SuperRecords, a group company of befree Business Resourcing is a CPA recognised employer partner, so qualified staff are at your fingertips.
CPA Australia - Recognised Employer Partner

Save hours of time without lifting a finger

Our award-nominated robotic process automation (RPA) technology lets you tackle busy periods without long hours or concerns about deadlines.
 

Affordable paraplanning services for financial planners

Hiring costs are going up as it gets harder to find qualified staff – which means that profit margins are growing smaller for many financial planning firms. And as clients keep putting downward pressure on costs, something’s got to give.

SuperRecords has been providing end-to-end paraplanning services to Australian financial planners for more than 17 years. When you partner with SuperRecords, you can be confident you’re working with industry experts and experienced Paraplanners, supported by a highly knowledgeable management team, the latest technology, and proven dynamic processes and procedures.

Start grabbing onto new opportunities today.

Achieve success with outsourced paraplanning

Will update section with case studies and webinars link once uploaded them all.

FAQs about outsourced paraplanning

Outsourced paraplanning services include any administrative tasks that financial planners want to delegate to other staff so that they can free up their time to focus on more critical work. SuperRecords provides services such as SoA preparation, fund investment, correspondence with underwriting teams, and more.

Outsourced services typically cost 50% less than local resources. By working with an offshore team, you save on costs such as recruitment, training, and paying high local wages.

Only candidates with a minimum post-graduate qualification or MBA in finance are selected to join our paraplanning teams. All our managers are RG146-certified and complete 40 CPD requirements annually.

For quality assurance, we also employ an experienced and dedicated review team to quality-check all jobs before we send them for your final review.

Our paraplanning team regularly uses software like Xplan, Midwinter, AdviserLogic, and Plutosoft.

We also have our own dedicated Centre for Excellence which focuses on process automation (including Robotic Process Automation) and optimum use of the technology and tools available.

What sets SuperRecords apart from other providers is that we take on the burden of resourcing, staff training, and ongoing management. When you partner with us, the only time investment is work delegation and conducting a final review.If you’d like to learn more about how to offset soaring costs, you can watch this webinar on how to reduce the costs of paraplanning services.

We pride ourselves on our simple and fast implementation. There’s no adoption of new software, and we have the people power and technology ready to start as soon as you are. We’ll provide a short training session on how to use our initiative Workflow Portal, then you’re ready to start delegating paraplanning work.

In fact, 79% of our clients were up and running with us in less than 7 days.

About SuperRecords

We help you grow your business by taking on the time-consuming admin

We’ve completed over 25,000 SOAs for dealer groups and self-licensed advisors, and are experienced in both simple and complex SOA preparation.

When you partner with SuperRecords you can be confident you’re delegating work to a reliable, qualified team with access to the latest technology, and proven dynamic processes and procedures.

Runaway Overheads

Qualified resources costs go up and up, but clients put constant downward pressure on costs.

Brain Drain

It’s hard to get people qualified, trained and experienced – so you’re leaving money on the table

Risky Business

Using the cloud is one thing, using the cloud through third parties is another, and nothing spells risk like client data.

Get up and running fast

No complicated implementation. No recruitment or training. Our plug and play methodology means zero downtime in job delegation.

0 %

of our clients rate our onboarding as fast and easy

0 %

of our clients find SuperRecords easy to work with

0 %

of our clients are up and running in less than 7 days

Our unique outsourcing model delivers

We don’t just connect you with resources. We take on the risks of staff management, training and quality assurance. Fast, flexible, reliable and affordable.

Plug and Play Feature

Plug and Play

79% of our clients are up and running in less than 7 days

Data Protection

Data Protection

ISO27001 certification to ensure iron clad security of all data

Flexibility

Flexibility

Pay per job, enabling you to scale up and down as needed

Real Time Portal

Real Time Portal

Status of all tasks at your fingertips in real time

Staff Management

Staff Management

You delegate the work and we take care of all staff management

Ongoing Training

Ongoing Training

Centre of Excellence division to ensure ongoing staff training and keep knowledge up to date

Robotic Process Automation (RPA)

Robotic Process Automation

Application of RPA to connect unrelated software and maximise efficiency

Quality Assurance

Quality Assurance

All work is subject to our internal quality checks before being delivered to you

Outsourced paraplanning that you can trust

Hear from our happy clients:

Quotation

SuperRecords provide a great service that assisted our business to grow and operate efficiently. Staff are professional and well trained.

Nick O
Senior Finance Consultant, Orium Finance

Quotation

SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.

Julie N
Step Up Financial Group

Quotation

Your willingness to go to any length and commitment to get the job done to the best of your ability has taken our firm to the next level of operational compliance and client service.

Lisa B
Aspire Wealth

Book a chat to learn more about paraplanning services in Australia

See how SuperRecords can improve efficiency, capacity, and profitability in your practice.

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