27/05/2026
After every strong super year, the SOA queue blows out.
2025 delivered 9.1% for balanced funds and 10% for the pension phase.
Great news for clients. A capacity problem for advice practices.
The pattern is predictable:
→ Strong returns trigger a wave of review requests
→ Bigger balances mean more complex strategies
→ Contribution caps, rebalancing and pension commutations all spike at once
→ One paraplanning seat, three times the workload.
The demand for advice doesn't pace itself. It arrives all at once.
Practices that don't plan for post-performance surges risk burning out their team, delaying client SOAs, and losing revenue they worked hard to earn.
NCSGX helps financial advice firms scale paraplanning capacity on demand, with no hiring overhead, no onboarding delays, and no backlog building up while you wait.
When the market moves, your practice shouldn't fall behind.
Learn more at ncsgx.com.au
