100% Remote • Australia-Ready

Statement of Advice (SOA) & ROA Preparation Desk

Clean, compliant, and beautifully formatted advice documents written directly to your practice's bespoke software templates and licensee tone of voice—with a guaranteed 1–2 day turnaround SLA.

View Pay-As-You-Go Rates (from A$50) → Submit a Test Advice File

1–2 Day SLA • 100% Manual QA • Xmerge, Plutosoft & Midwinter • Zero Lock-in Contracts

Deliverable Tiers

SOA & ROA Advice Deliverables

Transparent, tiered pricing based on advice scope and complexity—prepared natively inside your software.

Record of Advice (ROA)

From A$50

Ongoing reviews & rebalancing

Concise advice records for ongoing client reviews, portfolio rebalancing, superannuation top-ups, and policy maintenance.

✓ Annual review rebalancing and asset allocation updates
✓ Superannuation contribution adjustments and drawdown changes
✓ Personal insurance indexation and sum insured adjustments
✓ Strict 1–2 Day SLA with 100% manual QA

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Simple Statement of Advice

From A$100

Single-issue advice

Single-topic advice documents focused on standard personal financial planning recommendations.

✓ Superannuation consolidation & fund comparison
✓ Single personal risk insurance policy replacement
✓ Basic cash flow budgeting and debt consolidation
✓ Product fee comparison tables & statutory disclosures

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Standard Comprehensive SOA

From A$150

Multi-strategy holistic advice

Holistic financial planning SOAs combining wealth accumulation, retirement planning, superannuation, and risk insurance.

✓ Wealth accumulation & investment portfolio recommendations
✓ Superannuation consolidation & Transition-to-Retirement (TTR)
✓ Comprehensive Life, TPD, Trauma, and Income Protection package
✓ WealthSolver platform fee modeling & Risk Researcher comparisons

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Complex Statement of Advice

From A$200

High-net-worth & advanced modeling

Advanced advice strategies for high-net-worth clients requiring multi-layered modeling and specialized structuring.

✓ Deductible debt recycling & gearing strategies
✓ Complex TTR with maximum salary sacrifice modeling
✓ Non-standard retail insurance underwriting loadings
✓ Multi-scenario cash flow and long-term net wealth projections

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Very Complex & Multi-Entity

From A$300

SMSFs, trusts & corporate entities

Sophisticated multi-entity structures involving SMSFs, family trusts, corporate beneficiaries, and estate planning.

✓ Self-Managed Super Fund (SMSF) establishment & LRBA property purchase
✓ Family discretionary trusts & corporate distribution streaming
✓ Business succession planning & buy-sell insurance structuring
✓ Intergenerational wealth transfer & estate planning matrices

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Ad-Hoc Modeling & Research

From A$25 • A$50

Modular tasks & research

Standalone research, financial modeling, or admin tasks for overflow support without a full SOA document.

✓ Financial Research & Product Analysis: from A$50
✓ Financial Modelling & Cash Flow Projections: from A$50
✓ Financial Administration & Admin Tasks: from A$25
✓ Data / Document Processing: from A$25

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Production Workflow

1–2 Day SLA & 100% Manual QA Process

Combining AI-assisted drafting speed with rigorous manual quality review by senior paraplanners.

Brief & Fact-Find Ingestion

Adviser uploads fact-find notes, risk profile, and strategy brief directly into practice software. We confirm scope within 2 hours.

Modeling & AI-Assisted Drafting

Paraplanners build cash flow projections, quotes, and asset models in Xtools+/Plutosoft, compiling the complete SOA draft.

100% Manual QA Audit

Senior paraplanner independently checks contribution caps, fee comparisons, math, and AFSL Best Interests Duty (s961B) rules.

Turnkey File Delivery

Compliant SOA delivered inside your system in 1–2 days with complete working papers, ready for adviser presentation and sign-off.

Template Mastery

Seamless Customization to Your Advice Templates

We do not use rigid generic templates. Our paraplanners adapt directly to your firm's bespoke SOA coding, licensee executive summary layout, and brand formatting guidelines.

Discuss Your Template Setup →

Iress Xplan (Xmerge • .XPT Coding)

Native coding of custom Xmerge templates, Risk Researcher schedules, and automated dynamic disclosure tables.

Plutosoft Strategy Wizards

Automated document compilation, interactive advice slide decks, and digital client presentation packs.

Midwinter AdviceOS Documents

Strategy modeling engine exports, custom compliance matrix checklists, and dynamic product fee schedules.

Statement of Advice (SOA) FAQs

Common questions from Australian advice practices about our SOA preparation desk, turnaround SLAs, and template customization.

What is your turnaround SLA for Statement of Advice (SOA) preparation? +

We maintain a strict 1–2 Day SLA for both Statements of Advice (SOAs) and Records of Advice (ROAs). Every document is prepared with AI-assisted drafting efficiency and undergoes 100% manual review by senior paraplanners before submission.

✓ 1–2 Day SLA across Records of Advice (ROAs), simple SOAs, and standard comprehensive advice files.
✓ Urgent turnaround priority queue available for critical client presentation deadlines.
✓ Delivered directly inside your software (Xplan, Plutosoft, Midwinter) ready for adviser review.

How do you ensure the SOA matches our practice's bespoke template and advice tone? +

During onboarding, our team integrates directly with your firm's customized Xmerge (.XPT), Plutosoft, or Midwinter templates, strategy wizards, and licensee formatting standards. We replicate your exact tone of voice, executive summary structure, and chart styles.

✓ Trained on your practice's specific advice philosophy, preferred product lists (APL), and platform choices.
✓ Custom table formatting, disclaimer positioning, and visual risk profile matching.
✓ Zero template drift—100% adherence to your AFSL brand guidelines.

How do you handle revisions or adviser feedback on draft SOAs? +

Any required adjustments or strategy tweaks requested by the adviser are completed rapidly with zero extra amendment fees under our standard turnaround SLA.

✓ Fast same-day turnaround on adviser amendments and client review adjustments.
✓ Clear audit log of changes made inside your software.
✓ Direct communication with your dedicated paraplanner via Teams, Slack, or Email.

Can we submit a single test SOA before committing to ongoing volume? +

Yes. You can submit a single pay-as-you-go test file (such as a simple or standard SOA) to evaluate our drafting accuracy, strategy logic, and turnaround speed firsthand.

✓ Zero lock-in contracts or upfront commitments.
✓ Prepared directly inside your practice software templates.
✓ Includes complete modeling workpapers, assumptions log, and compliance checklist.

Ready to relieve your advisers of document drag?

Submit a test advice file today. Starting from A$50 for ROAs and A$100 for SOAs with guaranteed 1–2 day turnaround.

View Advisory Pricing → Submit a Test Advice File

Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.

No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth).

AFSL & Adviser Responsibility: All Statements of Advice (SOAs), Records of Advice (ROAs), strategy working papers, and research documents prepared by MCR Global personnel are drafted under the explicit direction and guidelines of the client practice. The client Australian Financial Services Licensee (AFSL) and its authorised representatives remain solely and legally responsible for reviewing, verifying, approving, and issuing all advice to end clients.

Third-Party Systems & Data Security: Platform names (including Xplan, Plutosoft, Midwinter) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage.