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Australia: SOAs the digital way

A lot of time goes into producing statements of advice (SOAs) - and yet not everyone who receives advice in New Zealand receives an SOA today. Advisers can cut the time they spend on producing SOAs via automation - the focus on the tool is probably overdone, first focus on what you want to achieve. Digitalising the process to create an easy to read document, with greater relevance and meaning, should increase the number of clients that read it. The Financial Planning Association in Australia recently established a working group with a focus on digital SOAs. Click here to read more. Although standards can be useful, I would choose to try and develop something unique if you can: off the shelf automation tools can still make it easy to produce, and then you have an SOA which doesn't look like everyone else's. 

 

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