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Paraplanning Services

Seamlessly extend your team with our qualified resources and iron clad data security.

Create more capacity with outsourced paraplanning services. Our RG146-Certified specialists provide you with SoA preparation, paraplanning support other services across both simple and complex strategies for a fraction of the local cost.

Access SMSF experts on demand

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, creation of Fact Find documents, and Retirement Analysis and Cash Flow Modelling.

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Quick turnarounds for SoA outsourcing

Running out of time? We have incredibly quick turnaround rates. Our team can return a simple SoA/RoA in 1 day, a moderate SoA/RoA in 2 days, and complex SoAs in 3-4 days. We’ve completed over 25,000 SoAs and our expertise has been developed by using tools like Xplan, AdviserLogic, COIN, Midwinter, and Plutosoft.

Increase efficiency and profit margins 1

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, and completes existing insurance cancellation letters – all on your behalf.

Keep full control

Reduce time spent on correspondence

Focus your time on your clients rather than sending emails back and forth or waiting on hold. Our outsourced paraplanning services include correspondence with insurance underwriting teams and regular follow-up calls to providers to check application statuses.

Prevent Profit Leakage

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, setting up new super accounts or Managed Funds with adviser login, tracking advisor commissions and splitting of payments, and preparing annual review documents using your templates.

End to end support

Outsource paraplanning services as you need to

Customise your SoA and paraplanning service package to your needs. You can engage a dedicated paraplanner, dedicated advisor support, a dedicated paraplanner + advisor support, or volume-based SoA & supporting documents for a fixed fee. Just let us know what works for you.

Improve efficiency, create capacity and increase profit margins

Book a demo

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

Plug & 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

Team 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

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

Get up and running fast

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

94%

of our clients rate our onboarding as fast and easy

91%

of our clients find SuperRecords easy to work with

79%

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

25000 SoAs prepared
1000 Australian clients
17 Years of experience
Book a Demo

The pressure is mounting…

Financial planners are under more strain than ever before.

Runaway Overheads

Runaway Overheads

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

Brain Drain

Brain Drain

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

Risky Business Cloud

Risky Business

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

We take the pressure off

We expertly manage repetitive time consuming tasks so you can get back to business.

Book a Demo

What Our
Customers Say

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

Super Records is a critical part of my business these days and they are consistent in delivery and time effective in our client delivery experience.

Fernando C Midelca Financial Solutions

SuperRecords provides high quality and efficient back-office support. They are professional for deal with and have a very clear and efficient process.

Sook S Enspira Financial