Mint B2B Solutions
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Discuss how Mint Business Solutions can streamline your practice administration, advice formatting, and accounts compliance. Connect with our Melbourne headquarters or our Colombo operations centre directly.

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Colombo Centre

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Frequently Asked Questions

Clear answers regarding security, workflows, training cycles, and technology integrations.

Data privacy is our top priority. Our teams work exclusively within thin-client Virtual Desktop Infrastructures (VDI) hosted on secure servers in Australia. This blocks local downloading, saving, or copying of files. Our Colombo facility features biometrics, active CCTV monitoring, locked USB ports, and strict phone limitations in delivery spaces.

Yes, absolutely. Our onboarding curriculum includes intensive training specifically in Australian compliance frameworks. Paraplanners are certified on ASIC Statement of Advice (SOA) guidelines, superannuation, and insurance. Accountants are trained in Australian Tax Office (ATO) BAS standards, GST rules, and cloud ledger structures.

We work directly within your systems. Our staff have active experience across all major Australian financial tools including Xplan, AdviserLogic and Worksorted. For mortgages, we use ApplyOnline, Broker Engine, MyCRM and AFG FLEX. For accounting and real estate, we operate Xero, QuickBooks Online, MYOB and BGL 360.

Onboarding typically takes between 2 to 4 weeks. This includes understanding your internal workflows, creating standard operating procedures (SOPs), selecting and vetting candidates matching your requirements, setting up secure software logins, and commencing our initial quality assurance monitoring.

We charge flat, transparent monthly service fees based on the specific roles (e.g. Paraplanner, Processor, Bookkeeper) and staff numbers (full-time or hybrid).

Yes. We offer dedicated full-time and part-time Virtual Assistants based on your business needs. Your VA can work exclusively with your business and become familiar with your processes, systems and requirements. Mint B2B manages their employment, training, equipment and ongoing support. We also assist with onboarding to ensure a smooth transition into your team.