SMSF Paraplanners was established in 2010 in recognition of a lack of great quality and compliant Statement of Advice documents for Self Managed Super Funds.
Our founding Director, Joanne Hall, is an SMSF Specialist Advisor® with 15 years paraplanning experience® and is also CERTIFIED FINANCIAL PLANNER®. In 2010, Jo was asked by fellow Financial Advisers for advice about where they could get great SMSF Advice documents. With the experience and knowledge on hand to produce such high quality, compliant documents, Jo had a lightbulb moment to build a team of professionals who strive for the same level of excellence as we do. Since then we have grown into a complete outsourcing solution whilst still remaining a specialist in SMSF Advice Documents and Strategies.
SMSF Paraplanners currently prepare Statement of Advice documents for many Financial Advisers across a range of both boutique and large licensees. All of this is done with the emphasis on high quality Advice documents being at the heart of our philosophy.
SMSF Paraplanners provide fast, accurate, compliance focused paraplanning services delivered by technical experts. We are specialists in Self Managed Superannuation Fund strategies, providing you with your ultimate paraplanning experience.