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ONE-OFF ADVICE
Under this arrangement there is no need to enter into an ongoing arrangement with us. You accept full responsibility for ongoing management tasks. Our advice is limited to initial recommendations only. Please remember that financial advice is rarely a set and forget scenario. Circumstances change and legislation changes. If you intend to manage your own affairs please make sure that you have the resources and expertise to do so. We accept no responsibility for adverse outcomes arising from ongoing management issues. COST: You will receive a quote before any work is commenced. The minimum fee if a Statement of Advice and implementation is required is $2,200. All other advice is charged at an hourly rate of $330 with a minimum fee of $330. |
TAILORED PACKAGE
Our tailored package is designed for people with more complex affairs that require advanced strategies and ongoing advice. You might be a high income earner, a couple approaching retirement or somebody looking for advanced tax planning strategies. This package does not have a list of set services but provides an annual allowance of advice hours. Typical services might include: -Completion of your personal tax return -SMSF -Family trust -Comprehensive estate planning including Wills with testamentary trusts -Retirement planning -Investment portfolio construction -Comprehensive insurance structuring COST: You will receive a quote before any work is commenced. The minimum fee is $4,400 p.a. with the first year’s fee payable upfront. A large portion of the ongoing advice fee is usually tax deductible, depending on your circumstances. Flexible payment options are available. Our fee can be covered via commissions paid by insurers, a deduction from your super fund and / or regular direct debits. If you wish to pay the entire fee directly all insurance commissions are refunded and there is no charge to your super. |