Please note that the following is a guide ONLY. Every request will be priced individually and agreed by you BEFORE work commences in order to provide certainty for both parties.
Basic & Intermediate SoA $250 - $400
- Super to Account Based Pension/Income Stream
- Contribution to Super (including Salary Sacrifice)
- Investment Advice (including regular savings)
- Simple Risk Insurance*
- Basic debt reduction/ refinance (not gearing)
- Centrelink recommendations
- Salary Sacrifice plus Income Protection insurance
- Transition to Retirement (including salary sacrifice)
- Super Switch (maximum 2 funds)
- Establishment (only) of SMSF
* either Life & TPD or Trauma or Income Protection
Comprehensive SoA $400 - $500
Comprehensive plan involving three strategies or
- Gearing – one-off or instalment gearing or
- Super to Pension including re-contribution strategy
Comprehensive Plus SoA $500 - $600
- Comprehensive plan involving more than three strategies above
- Establishment and investment (including switch) of SMSF
- Aged Care Accommodation planning/options
Complex SoA PoA
- SMSF/Small Business
- Gearing in Super strategies including transfer of property
- Multiple scenarios and/or options
- Small Business CGT concessions
- Complex Estate Planning issues
Withdrawal SoA or Record of Further Advice (RoFA) $150 - $200
- Lump sum withdrawal
- Review no change
- Review with changes
- Portfolio Re-balance
- Term Deposit Rollover
Additional modelling will attract an increased fee.
Strategy amendments to completed SoA $65 per hour
- Cancellation charges will apply where work has been accepted and commenced and is subsequently cancelled before completion.
- Turnaround time will be within 5-7 business days following receipt of all information, unless otherwise advised at the time of acceptance.
- Quick turnaround requirements (48 hours) will be met where workflow allows – additional fees may apply. Please request and agree upfront.
- All work will be quoted (and agreed by you) prior to commencement.
- All fees for SoA's will be invoiced monthly with payment required within 7 days from date of invoice.
- Please note: Any switching recommendations must be accompanied by the relevant research paperwork or reasons for switching.