Join Jason Hempel from Opex Consulting as he shows how to produce an SOA with the objective of Establishing a SMSF. To use WealthSolver for this scenario a Custom WealthSolver Plan must be created, this will be covered during this session. As well as how to produce an SOA for an existing SMSF where we are either performing a Rollover or Investment Switch. Please note that the steps utilised in this example can also be applied to produce an ROA for Investment Switch.