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admin Solutions

Streamline Your Workflow Premium
Admin Solutions

Services

Admin Solutions

Feeling bogged down by paperwork and administrative tasks?

Alura Financial’s premium Admin Solutions are here to help. We provide expert onshore support, freeing you to focus on what matters most – your clients and growing your practice.

Let's Work Together

How We Work With You

At Alura, we understand every advisor’s needs are unique. That’s why we tailor our Admin Solutions to seamlessly integrate with your existing workflow. We work collaboratively to identify your specific requirements and ensure you get the most value from our services.

Admin Solutions

We Help You With

Our expert understanding offers premium solutions & insights on your brief.

Initial Meeting Solutions
  • Fact Find data entry.
  • Third Party Authority lodgement, follow up, and XPLAN data entry.
Initial Advice Solutions
  • SOA Preparation: completion of application forms, rollover forms, withdrawal forms, FDS, and CSA forms.
  • SOA Implementation: lodgement and follow up of all forms relevant to advice until completion, with the option to liaise directly with the client if needed.
Post Advice Solutions
  • Review meeting preparation: report packs, review fact finds, ID checks, TFN authority checks, beneficiary nomination checks.
  • Review meeting ROAs (Records of Advice).
  • Review meeting implementation: switches, withdrawals, and contributions.
Centrelink Assistance
  • Completion of Centrelink Applications, lodgement, and follow up.
  • Centrelink updates: obtaining bank statements, share statements from clients via PRODA.
  • Ongoing liaison with advisor.
Claims Assistance
  • Completion and lodgement of claim forms.
  • Follow up with insurer and ongoing liaison with advisor.

We have expert understanding and can offer our insights on your brief

Our experienced team stays up-to-date on the latest regulations and industry best practices. This allows us to provide valuable insights during the initial brief stage, ensuring your administrative tasks are handled efficiently and compliantly.

Let's Get Started
Get Started

Ready to Streamline Your Workflow?

01

Contact Us

Fill out our easy-to-use contact form and tell us about your needs.

02

Complete Form

Provide enough details in your enquiry to ensure we get as much details as possible for your job.

03

Let's Discuss

We'll respond within 2 business days to discuss your specific requirements and determine if we're a good fit.

Our Clients

"We have been using Karli and the team at Alura Financial for the past 18 months, and the services delivered have been exceptional. Their efficiency, attention to detail, and communication are beyond world class for our paraplanning needs, Centrelink, preparing appointment documentation, and implementing our recommendations. I could not speak highly enough of Karli and the team and look forward to our ongoing relationship for many years to come. "
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Blackwood Advisory
"Working with Alura Financial has been a game-changer for our firm. Their administration support and paraplanning services, have been exceptional. The team is competent, efficient, and reliable, consistently delivering accurate work. Their attention to detail and commitment to excellence have enhanced our operational efficiency and client satisfaction. We confidently rely on Alura Financial for their expertise, making them an invaluable partner. I highly recommend Alura Financial to any firm seeking reliable support and expert paraplanning services."
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JamesAzure Advice
"I’ve known Karli for many years and was very happy to work closer when the opportunity arose. Always dedicated to delivering a great service, continuing to finetune the quality of her work to meet our needs and style, and enthusiastic about our mutual success. I hope to be working with Karli for years to come."
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BenProspur Financial
“Without Karli’s services, I would be struggling to keep ahead of my work schedule. From a compliance perspective, I know I am able to now keep my records up to date without any repercussions. I highly recommend Karli to provide you with the professional services you are looking for.”
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MarkWollemi Wealth Management
“Karli’s quick uptake as to what you are trying to achieve for each client presented makes the adviser’s role a whole lot easier. Efficiency and knowledge is a great asset that Karli offers with consistency”
Shane
ShaneDirectional Financial Planning
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Partner with Alura Financial

Ready to elevate your financial advisory practice with our premium solutions?

Our team is ready to discuss your specific needs and provide tailored strategies to drive success for your firm. Contact us today to schedule an initial consultation.

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