About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

Home» Advisers» Grow your business» SoA production

Grow your business

Grow your business with a good Statement of Advice

Is your SoA a contract or a communication?

Outplan is the subject matter expert when it comes to efficient SOA design, construction and production.

Drawing on real paraplanning experience Outplan has developed a unique view of how all types and sizes of practices are approaching the SOA problem.

Over the last five years of operation, Outplan has evolved into a multi function SoA consulting team that is regularly employed by clients, both boutique and institutional, to:

develop content and create automation in their SoA templates
provide insight into industry best practice
develop new and unique ways of delivering client advice
provide paraplaning services.

Outplan is constantly searching for, and developing, new improved tools capable of enhancing the delivery of quality advice.

To learn more about Outplan’s approach to clear, concise and effective SoAs please visit our website www.outplan.com.au or contact your Outplan representative on 1300 789 782.

Find out more

Quick links

What do you need?

Contact us

Call: 1800 808 508

Overseas: +61 7 3233 8137

Fax: 1800 550 140

Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website.

Past performance of any product described on this site is not a reliable indication of future performance.

Other than Macquarie Bank Limited (Australian Credit Licence (ACL) 237502) and Australian Financial Services Licence (AFSL) 237502) ABN 46 008 583 542 (MBL), any Macquarie Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.