SOA's, cooked to perfection.
NEW CLIENTS · MAJOR REVIEWSOne file, one team.
New clients. Major strategy reviews. Multi-strategy plans that need proper modelling. We read the file, build the strategy, and draft the SOA in your house style. Ready to check. Ready to sign. The same paraplanners every job, audit-clean, on the day promised.
Lighter refresh on an ongoing client? That's a Record of Advice.
What an Out Sauce SOA covers.
One offering, every flavour. Single-area, full-comprehensive, and everything in between. We draft the SOA; you sign the advice.
Strategy areas in scope.
- Superannuation. Contributions, rollovers, retain-and-rebalance, withdrawals, new fund setups.
- Retirement income. Commencement, ongoing management, draw-down changes.
- Investment platforms. New investment with or without replacement, retain-and-rebalance, withdrawals.
- Insurance. Full review with or without replacement, retain-only.
- SMSF. Establishment, investment strategy, LRBA, wind-up.
- Other. Cash-flow, debt strategy, Centrelink, estate planning, trust establishment, aged care.
Your template, every time.
You bring the house template. We draft in your style. The output reads like it came from your firm because that is the point.
Software.
We work in your environment, not ours. Xplan, with other platforms case-by-case via the firm qualifier. Full detail on software & fit.
What we don't do.
Knowing the line keeps the work clean.
- No advice. The strategy is yours. We model, we document, we draft. The advice itself, and the licensee responsibility behind it, stays with you.
- No client meetings. We don't sit in them. The file comes to us once you've done that work.
- No AFSL stance. Out Sauce is not AFSL-licensed and doesn't pretend to be. We are a paraplanning service provider, not a regulated advice business.
How long an SOA takes.
Seven business days. Start to draft-ready. Same number on every quote, same number we hit, every job.
What we need to start.
A completed client file. A paraplanning request from you. File access through your platform. If a piece is missing we ask.
What you get back.
A completed SOA in your house style, formatted to your template. The full process and the three-step cadence sit on how we work.
Priced before we start.
A base of $200 per SOA, plus a per-strategy fee for each advice area in scope. A simple single-strategy SOA prices in the low hundreds. A multi-strategy comprehensive prices into the low thousands. GST exclusive. The figure shows before you commit.
Punch in a real job for an actual number against an actual document.
SEE PRICING →