SOA Builder

Build Your SOA

Select sections, fill in client details, then generate your Word document.

Client Details

These details appear on the cover page and replace {placeholders} in your templates.

Loading sections...

Manage Sections

Create categories and the templates within them.

Settings

Customise how your generated SOA documents look.

Firm Details

Appear on the cover page of every SOA.

Firm Name

ABN

Cover Page Tagline

Footer Text

Page Margins

Fonts

Controls fonts in the generated Word document.

Heading Font

Statement of Advice

Body Font

Body Size

Heading Size

Line Spacing

Sub-Heading Size

Document Colours

Controls colours in the generated Word document.

Heading Colour

Accent / Underline

Cover Title Colour

Body Text Colour

Sub-Heading Colour

Disclaimer Text

Editable Document Text

These fixed sections appear in every generated SOA. Edit them here to match your compliance requirements.

Cover Page — "Important Information" Title

Cover Page — Important Information Text

Final Page — Disclaimer Heading

Final Page — Disclaimer Body Text

Final Page — "Prepared by" Line

Use {adviser_name}, {afsl}, {client_name} as placeholders.

Risk Profile Content

Define custom content to automatically insert when a specific risk profile is selected in Build SOA. This content appears as its own section in the document (just like a template). Leave a profile blank to skip it.

Risk profile content is auto-inserted after the cover page when a matching profile is selected.

Live Preview

How your document will look.

STATEMENT OF ADVICE

Prepared for Jane Smith

About You

Background

Jane is a 45-year-old professional seeking financial advice...