Product Overview

Super Simple

from $1,100 per year *
Accumulation only up to:
  • 2 members
  • 1 bank account
  • Excluding audit and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

Basic

from $1,350 per year *
Accumulation only up to:
  • 2 bank accounts
  • 75 transactions
  • 10 assets
  • Excluding audit and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

Intermediate

from $1,750 per year *
Accumulation & Pension up to:
  • Unlimited bank accounts
  • 125 transactions
  • 25 assets
  • 3 pension accounts
  • 1 property/related unit trust
  • Excluding audit, actuarial and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

Active

from $2,300 per year *
Accumulation & Pension up to:
  • Unlimited bank accounts
  • 200 transactions
  • 35 assets
  • 2 properties/related unit trusts
  • Excluding audit, actuarial and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

Advanced

from $3,100 per year *
Accumulation & Pension up to:
  • Unlimited bank accounts
  • 300 transactions
  • 50 assets
  • 2 properties/related unit trusts
  • Excluding audit, actuarial and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

Advanced / GST

from $4,200 per year *
Accumulation & Pension up to:
  • Unlimited bank accounts
  • Unlimited transactions
  • Unlimited assets
  • BAS preparation
  • Excluding audit, actuarial and lodgement
Additional Fees:
  • Lodgement: $300
  • Pension commencement: $165 (Excluding financial planning fees)
  • Audit: $440 - $660 (Subject to change - provided by 3rd party)
  • Actuarial: $200 (Subject to change - provided by 3rd party)
  • Rollout/Wind-up: Quoted on request

 

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**Some more disclaimer text can also go here