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SERVICES

HPP uses a Paraplanning Request Form to ensure we have a full understanding of your requirements.
 
The SOA will be written and returned to you within 7 to 10 business days, depending on the complexity.
 
We write the following SOAs, ROAs and Strategy Papers.
SUPERANNUATION
RETIREMENT PLANNING
INSURANCE

  • Superannuation Consolidation

  • Rollover and Asset Allocation advice

  • Model portfolios

  • Contribution advice including

    • Government Co-Contributions

    • Salary Sacrifice

    • Tax Deductible Personal Contributions

    • Non Concessional Contributions

    • Spouse Contributions

    • Downsizer Contributions

  • Superannuation Contribution Splitting

  • Withdrawal and Re-contribution strategies

  • Account Based Pensions

  • Transition to Retirement

  • Rolling over Account Based Pensions

  • Topping up Pensions

  • Pension Refreshing

  • Annuities

  • Aged Care/Strategy Papers and Modelling

 

  • We can also include Centrelink advice including the Age Pension

  • Life

  • TPD

  • Split TPD

  • Trauma

  • Income Protection

  • Business Expense Cover​

SMSF

  • Establishing a SMSF

  • Investment advice

  • Winding up a SMSF

  • The level of advice will be in line with your Licensee

INVESTMENT
BUSINESS INSURANCE

  • Managed Funds

  • Investment Bonds

  • Rebalancing and Consolidation

  • Direct Shares if approved by your Licensee

  • Keyperson Revenue

  • Keyperson Capital

  • Buy Sell

  • Business Expense

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