Statement of Advice (SoA) fees

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Base plan fee of $400 + GST - includes 1 strategy e.g. rollover, investment, rebalance, risk (1 client up to 4 policies – split policies counted as 2 policies).

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Base fee includes assistance with compliance and plan vetting by the paraplanning manager. We can also provide software and templates if required.

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Please note: base plan fee increases to $550 + GST for plans that include gearing, deceased estate, Aged Care or entities (SMSF, company, trust).

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• 2 strategies $550+GST

• 3 strategies $650+GST

• 4 strategies $750+GST

• 5 strategies $850+GST

• 6 or more strategies - fee estimate provided within 1 - 2 business days

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Record of Advice (RoA) fees

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• 1 strategy $250+GST

• 2 strategies $300+GST

• 3 strategies $350+GST

• 3 or more strategies - fee estimate provided within 1 - 2 business days

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Standard turnaround time is 5 – 10 business days

Express service – 3 to 5 business days – 25% loading

Express Plus service – 2 to 3 business days – 50% loading

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Strategy Paper fees

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​As per RoA fees above.

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