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

Tax Agent - 39673002

Australian Financial Services Licence - 389676

ACL - 389676

Wealth Psychology Pty Ltd as Trustee for The Private Trust

ABN 55 859 790 756