Preparing an effective statement of advice is a complicated process that combines writing skill and flair, good presentation and a sound knowledge of the Corporations Act disclosure rules and related principles. Dover provides extensive formal training, para-planning support, quality control and general guides and model statements of advice to allow you to prepare "best practice" statements of advice. 

The Dover Guide to Effective Statements of Advice analyses ASIC's requirements for a statement of advice as articulated in RG 175.

The Dover Guide to Effective Statements of Advice also includes links to publicly available "model" statements of advice and a comprehensive model statement of advice, prepared for a hypothetical financial planner called "John Smith" designed to show case what a financial planner can do to improve his or her practice profits, market value and tax planning. It stresses strategies to be implemented before the start of the no commissions regime on 1 July 2012, and how you can establish yourself as your clients' primary advisor on all business and investment matters.