
Admin Services
Please see below for our full admin offering.
Info & Research
- Data Entry
- Portfolio/Fund Manager Performance Reports
- SOA Requests
- Input client details into CRM
- Transcribe File Notes
- Fact Find Summary
- Research clients existing super funds
- Prepare super fund summary
- Prepare research reports (eg. Chant West)
- Research client existing investments
- Lost Super Search
Preparing Quotes
- Research clients existing insurance
- Insurance company quotes
- Insurance quotes through super
- Product Disclosure Statements
- Prepare information required for the SOA
Paperwork & Lodgements
- Prepare switch forms
- Prepare SMSF forms
- Prepare application forms (super/investment/pension/insurance)
- Prepare insurance cancellation forms
- Prepare & submit change of adviser forms
- Update lodgement register
- Follow up super rollovers via email
- Prepare bulk transfer forms
- Lodge insurance application forms
- Prepare Centrelink forms
- Book tele underwriting for client
- Follow up underwriting requirements
- Completion letters
- Prepare Annual Review Reports
- Prepare Executive Summary SOA
- Company registrations
Ad Hoc
- Schedule reviews
- Change of address
- Withdrawal requests
- FDS
- Opt Ins
- Commission Tracking
- General email inquiries
- Portfolio cash on hand analysis
- Record monthly revenue & invoicing
- Send newsletters
- Appointment management