Is this real output from BackPro?

No. It is an illustrative specimen prepared by BackPro to show what a finished Statement of Advice looks like when it is drafted into a firm’s template. In the product, a draft like this is produced from the client’s file in your own template, checked before anyone reads it, and then reviewed and signed off by the adviser.

Are the clients and the licensee real?

No. The licensee, adviser, clients, products and figures are fictional, and every identifier is marked as a specimen.

Library

Example · PDF, 12 pages

Example Statement of Advice

A specimen Statement of Advice in a firm template, for fictional clients. Read it the way your licensee would.

Written for advisers, paraplanners and licensee compliance teams.

Sent to your inbox. No call, and nothing else unless you ask.

What you will take away

01
A complete SoA structure: scope of advice, the clients’ personal situation, goals, risk profile, an integrated strategy across five areas, and each recommendation with the reasoning, the alternatives considered, the costs and the risks.
02
Fees and commissions disclosed in full, including an insurance commission disclosure and a no-commission alternative.
03
Technical content checked against the rules as at September 2026, including carry-forward concessional contributions, Division 293 and APRA’s limits on income protection benefits.
04
An honest label: the licensee, adviser, clients and figures are fictional, and it is a specimen of the format, not raw product output.

Inside the specimen

About this document and scope of advice
Your personal situation
Your goals and objectives, and risk profile
Our recommended strategy
Recommendations: superannuation, investment, insurance, debt and education, estate planning
Fees and costs, including commission disclosure
Risks and disadvantages
Authority to proceed

Questions it answers

Is this real output from BackPro?: No. It is an illustrative specimen prepared by BackPro to show what a finished Statement of Advice looks like when it is drafted into a firm’s template. In the product, a draft like this is produced from the client’s file in your own template, checked before anyone reads it, and then reviewed and signed off by the adviser.
Are the clients and the licensee real?: No. The licensee, adviser, clients, products and figures are fictional, and every identifier is marked as a specimen.