High-Quality Support — Delivered from the Philippines, Designed for Australia.
Cost-effective, compliant, and efficient support tailored to the needs of Australian financial planners, accountants, and businesses.
Our Services
At Malkoha Outsourcing, we offer a comprehensive suite of services across Paraplanning, Accounting, and Administration, designed to meet the specific needs of Australian financial planners, accountants, and professional service firms. Our solutions are scalable, efficient, and compliant with Australian regulations, allowing you to streamline your operations while reducing costs.
PARAPLANNING SERVICES
We provide high-quality, cost-effective paraplanning services designed to meet the needs of financial advisors across Australia. Our experienced team, proficient in XPLAN and Plutosoft, delivers the following:
- Statement of Advice (SOA) Preparation
- Research & Compliance Checks
- Projections, Insurance Needs Analysis & Quotes
- Product and Investment Research & Comparisons
- Strategy & Advice Development
- Continuous Updates to Meet Changing Regulations
- Document Drafting for Individuals, SMSFs, Trusts, & Businesses
Additional Services:
- Pre-Vetting & Compliance Monitoring
- Portfolio of Templates & Documents (e.g., Fact Finders, Strategy Requests)
- Dedicated Compliance Development with Kaplan Professional
ACCOUNTING SERVICES
Our offshore accounting team delivers comprehensive end-to-end accounting solutions tailored to Australian businesses. We help you streamline accounting tasks, reduce overhead costs, and ensure timely, accurate delivery of services. We specialise in:
- Bookkeeping & BAS Preparation
- Payroll Management
- Financial Reporting & Statements
- Tax Compliance & Filing
- GST, PAYG, and Superannuation Processing
- Cash Flow & Budgeting Support
Scalable for Growing Businesses: Whether you’re a small firm or a large corporation, our team provides tailored support to match your unique needs.
What we provide
Our paraplanners are experienced Xplan users who can run the following processes for you:
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- Projections
- Insurance Needs Analysis and Quotes
- Products and Investments Research
- Perform comparisons for product and advice strategies.
- Continuous update of processes to meet ever-changing regulations, and standards.
Documentation
We have a well-developed portfolio of documents, everything from File Notes, Fact Find (Questionnaires) to Strategy Request (Paraplanning request). Our team can write advice documents for Individual clients, as well as other entities like SMSF, Trusts, and Businesses.
Team Quality
Compliance Development and Training We are partnered with Kaplan Professional. We only deserve the best!
Teambuilding
Life in the post-coronavirus age is about maintaining quality relationships with our peers. We encourage monthly team social get-togethers over lunch and other annual events such as Business Retreat.
Monitoring & Oversight
Continuous monitoring is built into all documentation and advice processes. We can also assist in SoA pre-vetting so you don’t have any compliance or breach reporting headaches.
WHO WE ARE
Malkoha Outsourcing Corporation is a Philippine-based firm offering comprehensive paraplanning services to financial planning businesses based in Australia. We are a team of professionals who are responsible for completing the baseline, non-customer-facing work for financial planners. We prepare and construct plans outlined by you, so you could focus on growing your business and devote your time to your clients.
We are here to help and support your success wherever your business takes you.