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HPP's Service

HPP requires a completed Paraplanning Request Form.  Correspondence is sent to us via email, and checked by us to ensure we have a full understanding of the advice you require.
 
Once all the necessary information has been received, the SOA will be written and returned to you within 7 to 10 business days depending on the complexity of the SOA.
 
Once the SOA has been completed and reviewed by you, we will send an invoice for payment within 7 days.
 
HPP can write the following SOAs.
Superannuation
Retirement Planning

  • 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

  • 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

 

  • We can also include Centrelink advice including the Age Pension

Insurance

  • Life

  • TPD

  • Split TPD

  • Trauma

  • Income Protection

  • Business Expense Cover

 

  • We also write SOAs to incorporate insurance cover inside super

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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