How do I create or update a Structure Advice?

Use the ChangeGPS Structure Advice module with an in-built report builder and pre-set structure report templates

Getting started

As a Core Pro subscriber, you can also use the Structure Advice Workbook for a detailed discussion about the clients intentions/objectives & concerns.

This document outlines the 5 principles of risk & asset protection and is used to gather necessary information to then feed into the report builder to create the report. It also 'sets up the play' for appropriately charging the client for the meeting and report.

Structure Advice Workbook is found in the CORE - Client > Resources > Deliver Section and Business Structures Folder

With this preparation, you are ready to proceed and give your clients the business structure advice they need with the right information easily compiled with the help of the ChangeGPS Structure App.

Create or load a new advice

Navigate to CORE - Client > Structure and select to:

Start a new file
Load prefilled questionnaires for different structures
Load a previously saved advice
Use the email template to offer advice to your client

Whether starting a new file or loading a pre-filled questionnaire, be sure to check and answer each question as accurately as possible.

Based on the responses, a recommendation with detailed features and consideration will be made available

Use the Arrow icon on the right to progress to the next step.

Add client specific details

Add your client details, meeting date and add a list of additional objectives & concerns.

The green arrow will become active when all details on this section are completed.

Add fees and summary of services

On the next step, add or customise the services or jobs involved and the corresponding fees

Preview the report

Check the details and specific recommendations are correct

Save & Finish

When satisfied with the report you can choose to download as a PDF or Word doc to customise further.

Send the report to your client to sign and give authority to proceed.