All fees inclusive of GST
|
Core services¹ |
Financial plan |
Standard plan |
|---|---|---|
|
The base fee for all plan types. |
For clients with investable assets of $150,000 or more |
For clients with investable assets between $30,000 – $149,999 |
|
Plan² |
$2,390 |
$360 |
|
Periodic review |
$1,390 |
$360 |
|
Automated review |
N/A |
$120 |
|
Extra time (hourly rate) |
$395 |
$395 |
Extra Services¹ – for clients with investable assets
If required. Charged in addition to base fees
Financial Plan
|
Asset types |
New strategy² |
Strategy review |
|---|---|---|
|
Trust Entitlements |
$130 |
$130 |
|
Term Deposit |
$160 |
$160 |
|
Funeral Bond |
$440 |
N/A |
|
External Investments³ |
$440 |
$330 |
|
Superannuation or Pension Account⁴ |
$970 |
$480 |
|
Successful Total & Permanent Disability (TPD) Claim Funds |
$970 |
N/A |
|
Aged Care Considerations |
$1,210 |
$660 |
|
Annuities or Investment Bonds |
$1,810 |
$880 |
|
Investment Properties (inc. former principal residence) |
$1,810 |
$970 |
|
Special Disability Trust (SDT) |
$2,990 |
$130 |
Standard Plan
|
Asset types |
New strategy² |
Strategy review |
|---|---|---|
|
Trust Entitlements |
N/A |
N/A |
|
Term Deposit |
$120 |
$120 |
|
Funeral Bond |
$150 |
N/A |
|
External Investments³ |
$150 |
$150 |
|
Superannuation or Pension Account⁴ |
$300 |
$150 |
|
Successful Total & Permanent Disability (TPD) Claim Funds |
N/A |
N/A |
|
Aged Care Considerations |
$400 |
$220 |
|
Annuities or Investment Bonds |
$400 |
$220 |
|
Investment Properties (inc. former principal residence) |
$400 |
$400 |
|
Special Disability Trust (SDT) |
N/A |
N/A |
¹Charged where the relevant circumstance applies, and in addition to the base fees in the ‘Core Services’ table above. The extra services shown do not cover all asset types. Any other asset types are charged at the hourly rate based on time spent.
²New Strategy fees are charged for an initial Plan, or an existing Plan with a change in circumstances or strategy.
³Includes low-complexity external investments not otherwise specified. Higher-complexity external investments are charged at the hourly rate based on time spent.
⁴Excludes Self-Managed Super Funds (SMSF), which are charged at the hourly rate based on time spent.
