The SoA will need to be clear concise and effective so with 12 replacement super products plus 12 replacement insurance products you should be able to get it done in around 80 pages but unfortunately will fail at audit..best to just send them a link to a few industry funds and let them provide general advice
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional