Please see below for our full admin offering.
Admin Services
- Data Entry
- Portfolio/Fund Manager Performance Reports
- SOA Requests
- Input client details into CRM
- Transcribe File Notes
- Fact Find Summary
- Research clients existing super funds
- Prepare super fund summary
- Prepare research reports (eg. Chant West)
- Research client existing investments
- Lost Super Search
- Research clients existing insurance
- Insurance company quotes
- Insurance quotes through super
- Product Disclosure Statements
- Prepare information required for the SOA
- Schedule reviews
- Change of address
- Withdrawal requests
- FDS
- Opt Ins
- Commission Tracking
- General email inquiries
- Portfolio cash on hand analysis
- Record monthly revenue & invoicing
- Send newsletters
- Appointment management
- Prepare switch forms
- Prepare SMSF forms
- Prepare application forms (super/investment/pension/insurance)
- Prepare insurance cancellation forms
- Prepare & submit change of adviser forms
- Update lodgement register
- Follow up super rollovers via email
- Prepare bulk transfer forms
- Lodge insurance application forms
- Prepare Centrelink forms
- Book tele underwriting for client
- Follow up underwriting requirements
- Completion letters
- Prepare Annual Review Reports
- Prepare Executive Summary SOA
- Company registrations
Lets Work Together
Got any questions? Send us a message and we’ll get in touch with you within 1-2 business days.
Australia
Level 9
50 Clarence St
Sydney NSW 2000
Sri Lanka
No. 14
Sir Baron Jayatilake Mawatha
Colombo 01
To view our Privacy Policy or make an enquiry regarding any privacy concerns please contact us at hello@advicelab.com.au. We will respond to your request within 7 days of receipt of the query.