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Expert Outsourced Paraplanning Services In Australia

Build advice capacity without hiring risk. SuperRecords’ outsourced paraplanning services support consistent, compliant SoAs at quality and timely delivery so you can manage workloads and deadlines with ease and confidence.
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Trusted by 500+ Australian Advice Practices to Prepare Over 35,000+ SoAs Accurately, Efficiently, and Compliance-Ready

At SuperRecords, we help financial planning firms manage capacity pressure that spikes during peak season tied to tight deadlines. Our paraplanning support team integrates smoothly with your existing workflows, helping teams meet deadlines, manage compliance obligations, and scale confidently, without adding permanent headcount. We prioritise consistency, accuracy, and reliable delivery so that your team can operate in confidence as the demand grows.
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Inefficient Paraplanning: The Bottleneck That Holds Your Practice Back

Heavy Admin
Slows

Advisers spend too much time on data entry, revisions, and templates, which reduces focus on client strategy. High admin load compromises productivity, leaving less time for high-value advisory work.

Capacity Limits Client
Advice

When the paraplanning capacity is stretched, the advice output slows down. That means fewer Statements of Advice (SoA) get completed, client meetings are delayed, and growth plans get stuck as teams struggle to manage volumes.

Inconsistent Docs Risk Compliance

Inconsistent document formats, incorrect assumptions, or poor wording drag review time and invite compliance risk. Without standardised processes, audits become harder, leaving practices to spend extra effort on potential errors.

Delayed SoA Delivery Affects Clients

Late delivery of SoAs slows down decision-making, weakens client confidence, and forces advisers to re-engage with clients. This builds pressure on schedules, impacting effective on-time delivery.

Errors Increase Compliance Exposure

Manual processes and rushed interviews increase the chance of errors. Even minor inaccuracies trigger rework, adviser concern, and regulatory risk, which diverts attention away from client relationships and strategic practice priorities.

Difficulty Scaling Advice Practice

Growth becomes difficult when the internal paraplanning capacity is limited. Hiring and training takes time and cost, and teams struggle to scale advice delivery while maintaining quality, consistency, and compliance standards.

Outsourced Paraplanning Services That Reduce Admin and Speed Up Advice Delivery

We provide end-to-end paraplanning support that fits into your advice process at every stage, as part of outsourcing financial planning. From the initial data preparation to the final, compliance-ready SoAs, we make sure that advisers save time by reducing administrative load and stay confident across each document.

We take care of all your SoA needs

Our RG146-certified specialists provide you with end-to-end SoA outsourcing, which includes SoA drafting support services, as well as:  

  • 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 proficient 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

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 the application status

Access a multitude of adviser support services

Our outsourced paraplanning team serves as an outsourced financial planning assistant that provides a diverse array of adviser support services, including:

  • Maintaining client information in your CRM
  • Tracking adviser 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 with financial planning outsource services.

You have the choice to engage:

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

A Paraplanning Process Built Around Your Advice

Your Advisers Set the Strategy

From advice direction to recommendations and client outcomes, your adviser remains in full control. We follow their instructions and framework, reflecting strategic intent and removing admin tasks that slow down delivery.

We Prepare Advice Using Your Systems and Templates

SoAs are prepared using your preferred templates, software, and standards. This maintains consistency, reduces rework, and enables your team to operate efficiently without retraining or changing systems.

Every Document Is Quality-Checked for Compliance

Each document is carefully reviewed according to your firm’s compliance requirements. This reduces errors, promotes audit readiness, and ensures that the advice documentation meets regulatory and governance requirements.

Compliance-First Paraplanning Built for Australian Advice Firms

AFSL-Aligned Paraplanning Processes

Our paraplanning aligns with your AFSL framework and advice standards. That means fewer fixes, manageable capacity pressures, and consistent and compliant advice delivery, aiding your growing financial planning firm.

Audit-Ready Advice Documentation

Documents are structured, detailed, and consistent to support audits and compliance reviews. This shortens review cycles, which reduces stress and keeps advisers confident regarding the documentation adherence to regulations.

SMSF and Complex Advice Capability

We prepare clear, structured documentation for SMSF and complex advice, so that your advisers can handle complexity efficiently without overloading staff or risking accuracy and compliance.

Trusted by Australian Advisory Firms and Regulatory Experts

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ISO27001-Certified Information Security

RG146-Certified Managers

ISO 27001 information security framework

CPA-aligned processes

ISO 27001 information security framework

CPA-aligned processes

ISO 27001 information security framework

CPA-aligned processes

ATO-current SMSF workflows

Documented QA & audit trails

ATO-current SMSF workflows

Documented QA & audit trails

ATO-current SMSF workflows

Documented QA & audit trails

ATO-current SMSF workflows

Documented QA & audit trails

Compliance, Security, and Governance You Can Rely On

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ISO 27001 information security framework

CPA-aligned processes

ATO-current SMSF workflows

Documented QA & audit trails

Why Choose SuperRecords for Outsourced Paraplanning

Designed Around Your Practice to Reduce Admin

Our paraplanners adapt to your internal workflows and systems, reducing manual effort, rework, and handoffs. Instead of document management, advisers can focus on clients, increasing efficiency across the firm.

Flexible Engagement Models

Our flexible engagement options handle fluctuating workloads without long-term staffing commitments. Operations managers can plan capacity with ease, as our outsourced financial planning staff can scale on demand.

Expert Knowledge Across All Advice Types

We support standard, SMSF, and complex advice scenarios. Advisers can therefore rely on consistent, high-quality documentation without stretching internal teams or needing extra specialist resources.

Focus on Time-Saving and Efficiency

Our structured paraplanning processes reduce review cycles and turnaround times. Practices can meet deadlines efficiently and keep advice moving without any operational disruption or last-minute pressure.

Trusted by Practices, AFSLs, and Compliance Teams

At SuperRecords, we work within well-defined controls and standards, helping advisers, compliance teams, and licenses maintain consistency, governance, and confidence in documentation as the firm grows.

Frequently Asked Questions

Only candidates with a minimum post-graduate qualification or an 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.

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 unique Workflow Portal, and then you’ll be ready to start delegating paraplanning work. In fact, 79% of our clients are up and running with us in less than 7 days.

Yes, we manage every stage, including financial analysis, drafting, and document assembly in accordance with your firm’s standard for accurate, consistent, and client-ready SoAs.

Our experts review all documents with respect to your compliance framework, AFSL requirements, and regulatory standards, such that every SoA and advisory record is accurate, compliant, and audit-ready.

Plan advice capacity with confidence.

With a reliable paraplanning partner, reduce risk, improve turnaround times, and scale advice delivery without pressure!
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