Each person or entity is charged separately, but discounts apply for associated persons or entities. An entity can be one of various legal structures such as a company, trust or self managed super fund.
1. Portfolio Assessment
Service applies to:
Direct share portfolios; and/or
Multiple managed funds (3 or more)
Within Super
Outside of Super
$390 + GST (Up to 30 Transactions)
$490 + GST (31 to 50 Transactions)
$590 + GST (50 to 100 Transactions)
Over 100 Transactions (Contact Us to discuss)
2. Super Fund Analysis Only
Diversified Super Funds
This applies to the majority of employer-organised super funds and relates to publicly available super funds only.
One diversified super fund
$190 + GST
Each additional diversified super fund
$100 + GST
2. Managed Fund Analysis
This is for people who have up to 3 managed funds only, not necessarily in super.
One managed fund
$190 + GST
Each additional managed fund
$100 + GST
4. Annual Check
Associated Person/ Entity Discount
The same fees apply but with a $100 discount to the above fee structure.
Diversified Super Fund Fee
$190 + GST
Direct Share Portfolio
$390 + GST
List Price
$580 + GST
Less: Repeat Customer Discount
$100
Total Fee
$480 + GST
Fees must be paid in advance.
We accept all major credit cards and direct bank deposits.
Our bank details are as follows:
St George Bank limited
BSB: 332 027
Account: 552879973
Ensure a reference is given
(Surname or entity is usually adequate)
