We strongly disagree with the philosophy of basing a service fee on the value of funds under management.
After all, just because you have been astute in managing your money DOESN’T mean you should pay more to someone for handling the administration details!
Instead, we believe in a “fair day’s work for a fair day’s pay”. For this reason, our fees are based on a flat rate structure based on the work we do, and not on the amount of money in your fund!
As an indication of our fees:
- Trust Set-Up – from $550 incl. GST
- Annual Administration – from $2090 incl. GST
The following fees are also payable by your fund:
- Audit fee from $495 incl. GST
- Supervisory levy, currently $388 payable to the ATO
- Annual S295-390 actuarial certificate, from $187 for some funds paying a pension.
To give you an accurate figure for your particular situation, we need to know a few basic details, which you can provide to us in a quick phone call or email.
Once we have all the information, we’ll let you know how we can help, and how little it costs to take care of the setup and/or administration for you.
