Pricing
Comprehensive Financial Plan
$1,900 (Inc GST) paid via Super Fund
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Statement of Advice
Superannuation/Pension Advice
Investment Portfolio Construction
Super Contribution Strategies
Pre-Retirement/Retirement Planning
Taxation Strategies
Personal Insurance funded via Super or Personally
Life Insurance
Total Permanent Disability (TPD) Insurance
Income Protection Insurance
Trauma Insurance
Business Expense Insurance
Buy/Sell Agreements
Implementation of above
Personal Insurance Financial Plan
$0 (paid via commission)
-
Statement of Advice
Personal Insurance funded via Super or Personally
Life Insurance
Total Permanent Disability (TPD) Insurance
Income Protection Insurance
Trauma Insurance
Business Expense Insurance
Buy/Sell Agreements
Implementation of above
Investment Portfolio Financial Plan
$1,100 (Inc. GST)
-
Statement of Advice
Investment Portfolio Construction
Bank Account, Share Broker and/or Bond Broker Set Up
Implementation of above
Self-Managed Superannuation Fund (SMSF) Financial Plan
Non-Property
$5,500 (Inc GST) paid via SMSF
-
Statement of Advice
Trust Deed
Corporate Trustee
ABN & TFN registered
SMSF Bank Account, Share Broker and/or Bond Broker Set Up
Super Rollovers
Update of Super Choice
Investment Strategy
Investment Portfolio Construction
Super Contribution Strategies
Personal Insurance funded via SMSF or Personally
Life Insurance
Total Permanent Disability (TPD) Insurance
Income Protection Insurance
Trauma Insurance
Business Expense Insurance
Buy/Sell Agreements
Implementation of above
Self-Managed Superannuation Fund (SMSF) Financial Plan
Property
$7,700 (Inc GST) paid via SMSF
-
Statement of Advice
Trust Deed
Corporate Trustee
Bare Trust
Bare Trust Corporate Trustee
ABN & TFN registered
SMSF Bank Account
Super Rollovers
Update of Super Choice
Investment Strategy
Super Contribution Strategies
Personal Insurance funded via SMSF or Personally
Life Insurance
Total Permanent Disability (TPD) Insurance
Income Protection Insurance
Trauma Insurance
Business Expense Insurance
Buy/Sell Agreements
Implementation of above
Family Trust Financial Plan
$2,200 (Inc. GST)
-
Statement of Advice
Trust Deed
Corporate Trustee
ABN & TFN registered
Investment Portfolio Construction
Bank Account, Share Broker and/or Bond Broker Set Up
Implementation of above
Ongoing Adviser Service Fee
Tailored Fee paid via Super Fund*
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Ongoing Management of Investment Portfolio
Management of Personal Insurance
Ad-Hoc Financial Planning Advice
Ongoing Taxation Strategies
Review Meetings
Back Office Administration
*If funds under management are owned personally and not inside the superannuation environment, this fee is paid via personally.