Astute Business Partners

We have a deeper understanding of the nuances of the legislation and business efficiencies which allows us to be more skilled than others in articulating the strategies.

Our templates & tools to facilitate advice solutions have been tested and fine-tuned for over the years.

Get in touch with our Relationship Manager: Ushan at ushan@astutebusinesspartners.com.au for a commitment-free introductory call and trial.

We will run you through the simple one-time onboarding process and steps for you to get started with your first SOA/ROA request.

You could email your SOA request’s to paraplanning@astutebusinesspartners.com.au. Our team will provide you with the cost and turnaround time for your SOA/ROA within 24 hours.

This will vary based on the requirements. The initial document due diligence checks will be completed within 24 hours. On confirmation of this, we aim to deliver the SOA within 5 working days and the turnaround time for ROA’s will be 3 working days.

Our team is trained on Xplan, Adviserlogic, Midwinter, Astute Wheel, MyProsperity and Plutosoft that being said we are always open to learning new systems as required based on your practice requirements.

At ABP we have a transparent pay-as-you-go pricing model, you only pay for the work you do, the average price for an ABP SOA is $350 inclusive of GST, but this will vary based on the complexity of the advice document.

Please get in touch with Ushan at ushan@astutebusinesspartners.com.au to receive our pricing brochure.

We will issue an invoice every 2 weeks on the 1st and 15th of each month for the work done up to that point. Full payment of the amount due is expected within 7 days by direct debit payment to our bank account.

No commitment. We operate on a transactional pricing model where you only pay for the services obtained. We will only get into a fixed-term agreement once you are comfortable and confident with us.

At Astute Business Partners we are committed to safeguarding the confidentiality and security of your data and personal information. We have a number of physical and cyber security controls in place. At the same time, our team is provided with up-to-date training on information security, data breaches and privacy policies, as your data is paramount to us.

For more info: https://www.astutebusinesspartners.com.au/data-security