Please note that billing rates are always available upon request
Our current billing rates for staff and entity set up minimum costs, etc are below –
STANDARD FEES per hour
Investment & Financial Services
Mortgage Broking Applications
Mortgage Broking Progression
Refinancing Advice
Financial Planning/Advice
Financial Planner Assistant
AFSL Licensee Advice – B Loveland
AFSL Licensee Advice – P Loveland
Taxation & Accounting Services
Accountant/Practice Manager
Practice Partner – B Loveland
Practice Partner – M Chang
Principal Partner – P Loveland
Tax Document Lodgement
SMSF Administration
Specific Functions
Trust Creation (plus stamp duty outside WA)
Discretionary Family Trust Deed
Cost for Staff to Set Up
Unit Trust Deed
Cost for Staff to Set Up
SMSF Trust Deed
Cost for Staff to Set Up
Company Fees
ASIC – Annual Return
Company
Cost for Staff to Set Up
$Nil
$Nil
$175
$175
$385
$550
$175
$385
$400
$550
$Nil
$275 per month Minimum
$200 Disbursement to Lawyer
$400 Minimum
$500 Disbursement to Lawyer
$500 Minimum
$1,000 Disbursement to Lawyer
$1,500 Minimum
$250 Minimum
$600 Disbursement to Lawyer
$1,000 Minimum
<0.8% of the loan amount
<0.5% of the loan balance
<$1,000
TBA
TBA
<$1,000
Nominal Introduction Fee
<120% of the annual premium
> $27.50 per trade
> $49.95 per trade
> $31.55 per trade
> $49.95 per trade
25% of Spread plus $10 commission plus 0.6% of daily exposure
20% of Spread plus 0.6% of daily exposure
20% of additional profit, above 1.5% profit per quarter
As disclosed in applicable PDS
<0.5% of funds on deposit
Financial Product Commissions
Mortgage Broking Upfront
Mortgage Broking trail
Equipment Finance (Consumer)
Equipment Finance (Commercial)
Commercial Finance
Personal Finance
External Product Referrals
Investment Product Commissions
Personal Insurance
Direct Share Brokerage (Domestic)
Client Trades
Advisor Trades
Direct Share Brokerage (International)
Client Trades
Advisor Trades
Derivative Trading
Low Exposure Accounts
High Exposure Accounts
Share Club
Investment Funds
Cash Products