Section headings (Heading 1 ) of the SOA document will be customisable as part of the set-up process.

This is customisable as part of your onboarding process.

• Text;
• Header Image;
• Footer Image;
• digital signature Image;
• sign-off signature Image;

The letterhead must have a resolution of 784x247 and measurement of 21x5cm, the footer 790x128 with a measurement of 21x3 cm and both must be at least 300 PPI and in .jpeg or .png format.

This is customisable as part of your onboarding process.

• Cover Page Image

The cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

Cover Page 2- Details Section

This is not customisable. Any customisation will need to be completed after the SOA is produced out of Xplan.

This page contains the following details:

• Entity prepared for (all entity types)
• Document date
• Advisers details including Authorised Representative & Corporate Authorised Representative Details
• AFSL details
• Important Disclosure Information

• Important Disclosure Information

Any customisation will need to be completed after the SOA is produced out of Xplan. Only items listed as 'Heading 1' will come through from Xplan merge. Heading 2, 3 and 4 can be done in word.

Click on 'References' tab in word > Table of Contents > Custom Table of Contents. 

This section contains the Scope of Advice Assumptions.

In the Scope of Advice section, the below areas are covered:

• What this advice covers
• Reasons for seeking advice
• What we think are other potential areas of advice applicable to you
• What we agreed not to address in this Statement of Advice and why
• This SOA does not provide advice relating to the following
• Do I need to contact a registered tax agent?
• Client Restrictions
• Specific Goals
• Your Best Interests
• Inaccurate and Incomplete Information Warning
• Important information in relation to limited advice

The Advice Assumptions sections summarise the assumptions made in this document.

This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings.

• The Summary of Advice section contains the below areas:
• Summary of your ability to achieve your goals
• Summary of your advice
• Summary of our key recommendations
• Summary of your benefits
• Summary of your expected outcomes 
• Summary of your risk profile
• Summary flowchart
• Summary of your cashflow assets & liabilities modeling
• Summary of your cash flow position
• Summary of your taxation position
• Summary of your social security position
• Summary aged care position
• summary of your net worth position
• Summary of how long your money will last
• Summary of fees & commissions
• Summary of what you need to do to proceed

The Summary of Advice cover page image supplied by you must be 29*21 cm, resolutions of 2480*3508 and at least 300 PPI and in .jpeg or .png format.

Text is not customisable but sections are optional which can be managed through group settings.

The Your Current Situation section contains the below areas:

• Where you are now
  
• What we know about you (this includes all of your current personal situation information)
  
• Related entity details (this includes companies, partnerships, trusts and SMSF’s,
  
• Superannuation
  
• Assets & Liabilities

This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings; however, the table style can be customised via user group settings.

Your Goals & Objectives

The Your Goals & Objective section contains the below areas:

• Short Term Objectives
  
• Medium Term Objectives
  
• Long Term Objectives
  
• Retirement Objectives
  
• Insurance Objectives

This area is not customisable, however certain text can be adjusted within the wizard.

Adviser Identified and Client Stated Objective text areas can be customised.

Your Risk Profile

 The Your Risk Profile section contains the below areas:

• Investor Profile
  
• Target Asset Allocation

Risk Profile introductory text is customisable from the user group settings, however certain text can be adjusted within the wizard.

Strategy Recommendations

The Strategy Recommendations section contains the below areas:

• My Recommendation
  
• My Product Recommendation
  
• Flow Chart
  
• How the strategy works
  
• How this advice is appropriate and in your best interest
  
• Risk and Implications
  
• Other things you should know about
  
• Where you would be without our advice
  
• Next steps
  
• Alternative strategies/products
  
• More information

The Strategy Recommendations cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

Strategy Recommendation introductory text is customisable from the user group settings.

Recommended Investment Portfolio

The Recommended Investment Portfolio section contains the below areas:

• Investment Product/
  
• Superannuation Product Recommendations
  
• Portfolio Construction
  
• Investment Approach
  
• Investment Strategy
  
• Portfolio Management
  
• Model Portfolio
  
• Selection Process
  
• Investment Summaries

The Recommended Investment Portfolio cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

Certain text can be adjusted within the wizard, other static text is conditioned based on user or group settings, however the table style can be customised via user group settings.

The below areas can have customisable text via user group settings:

• Recommended Investment Portfolio Introduction and
  
• Disclaimer
  
• Selection Process
  
• Proposed Asset Allocation

Insurance Product Recommendations

The Insurance Product Recommendations section contains the following areas: 

• Summary of Insurance Requirements
  
• Insurance Policy Recommendation
  
• The Selection Process

The Insurance Product Recommendations cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

Certain text can be adjusted within the wizard, other static text is conditioned based on user or group settings, however the table style can be customised via user group settings. 

The below areas can have customisable text via user group settings:

• Recommended Insurance Portfolio Introduction and
  
• Summary of Insurance Requirements
  
• Selection Process

Replacement of Product

The Insurance Product Recommendations section contains the following areas:

• Reasons for replacing your existing superannuation platform
  
• Cost of replacing your existing superannuation platform
  
• Consequences of replacing your existing superannuation platform
  
• Reasons for replacing your existing investment platform
  
• Cost of replacing your existing investment platform
  
• Consequences of replacing your existing investment platform
  
• How the recommended portfolio meets your needs
  
• Insurance Switch – Replacement Product Advice Record

The Replacement of Product cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

Certain text can be adjusted within the wizard, other static text is conditioned based on user or group settings, however the table style can be customised via user group settings.

The below areas can have customisable text via user group settings:

• Replacement of Product Introduction.

Our Ongoing Review Service

The Ongoing Review Service section contains the following areas:

• Ongoing review service details
  
• Referral Service

The Ongoing Review Service cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings.

What does this advice cost you?

The What does this advice cost you section contains the following areas:

• Disclosure- Advice Fees & Product Cost

This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings; however, the table style can be customised via user group settings.

Capacity in which advice is provided (Dover Only)

The Capacity in which advice is provided section contains dealer group AFSL details, disclaimer text and a link to the dealer group privacy policy.

This text is not customisable.

Where to from here? 

The Where to from here section contains the following areas:

• implementation steps

Certain text can be adjusted within the wizard, other static text is conditioned based on user or group settings, however the table style can be customised via user group settings. 

The below areas can have customisable text via user group settings:

• Where to from here introduction
  
  
• Implementation Steps

Authority to Proceed

Standard Authority to Proceed text

This text is not customisable.

Client Acknowledgement

Standard Client Acknowledgement text

This text is not customisable.