SS Report

The 'flagship' product for Avant Solutions is the S&S Report (Snapshot & Scenario Report) that is produced for every member of a super fund (100% member touch), demonstrating an advantage over the traditional reporting and education model.

The report is the pre-curser to advice or further engagement.

Avant Solutions has the strategic advantage of:

1. Meeting the challenge on a price realistic basis of the current ASIC requirements (in Australia) for education and service in return for fees charged to members of super funds;

2. Provides a unique and innovative member education program;

3. Delivers strong relationships with the fund, advisors and clients, and

4. Uses proprietary fully developed software that has been assessed and passed by an actuary.

Super Providers can become affiliates of Avant to develop their own unique engagement solution, which includes ‘white labeling’ the S&S Report for their advisers and clients, and developing a personalised website for the end user (the member) to make an informed decision.

What is the SS Report?

The web-based solution enables the user to ‘upload’ member data (unlimited no. of members) and automatically produce personalised reports for EVERY member of the super fund.

This report answers a number of member questions, including:

• What is their current situation (snapshot)?
• What could their situation be (scenarios)?
• How do they maximize their benefits?
• What other benefits are available?

These reports contain graphs and tables that enable the member to understand the content and make an informed decision to tailor their own superannuation account. A workbook can also be included as a 'data gathering' tool for lead generation, or they can complete the workbook online through a unique login and password.

A personalized website for the member aligns with the overall objective to better engage individuals. This is step two in the process.

What are the Benefits?

The report can be offered directly to employers or via an adviser (if an adviser is appointed).

Benefits include: 

• A valuable service to ALL members of a corporate fund (100% member touch).
• Scale of Production.
• More effectively engage members through personalised communication.
• Increased member action (consolidation and increased insurance premium).
• Enables the provider to become more involved in the employee benefits space.
• A key service ‘tool’ to offer advisers (if adviser channel is present).
• Can justify the ‘trail’ earned, and/or negotiate additional fees.
• An innovative and practical point of difference.
• Distribution of the reports to members can be online or mass-printed.
• New business opportunities – employers see it as a valuable service.
• Contains strong ‘calls to action’ based on personalized case studies..
• Retention strategy for super providers, advisers and employers.
• Satisfy ASIC requirements around providing a service for the fee charged.
• Increased attendance to seminars / workshops / initial consultations.
• Introduces ‘user-pay’ advice (resulting in additional revenue)
• The 9% SG contribution can now be seen as value by the employee.
• Employer is actively making an effort to support employees’ financial wellbeing.
• Provides employer with a clear picture of what the adviser is delivering.
• Increased member understanding of their own superannuation situation.
• Member can actively tailor their account now and maximize their future benefit.
• Provides member with effective avenues to seek support and advice.  
• Very low cost per member.

Please contact us to discuss the benefits for your organisation. The report can very in size from 4 pages to 48 pages.

The secure web-based proprietary service is available through www.onecentral.com.au.