Search

 

Super Professionals

Do you operate a Self-Managed Superannuation Fund (SMSF)?

Are you managing your SMSF according to the Australian Taxation Office’s rules and regulations?

Find out more

Guide to fees

A Guide to Fees

WTC has always offered a Fee-For-Service structure.

You receive an estimate of the fee you will be charged before we commence any services. We are not rewarded for recommending one product over another.

WTC’s financial advice will take into account your current financial situation, future plans and stated goals.

In most situations with new advice documents, we will guarantee that the value you receive will exceed our fee. If you do not believe that the value of the advice does not exceed our fee, you will not be required to pay us.

All of the services in the table below are delivered under our guarantee.

An Indicative Schedule of Fees

Financial Planning Task / Service

Minimum Fee excluding GST

SoA Fee - Detailed research and planning of personal insurance requirements (guarantee)    

From $1,000

SOA Fee – Detailed planning and modeling included (guarantee)
  - Include insurance (guarantee)

$2000

$2,500

SOA Fee – Detailed planning and modeling including complex entities or business (guarantee)

$5,000

Strategy implementation

From $1,000 on a per-case basis

Ongoing review, administration and management - Level A

From $ 9,000 per year

Ongoing review, administration and management - Level B

From $ 6,000 per year

Ongoing review, administration and management - Level C

From $ 3,000 per year

Ongoing review, administration and management - Level D

From $ 1,500 per year

Portfolio Administration and Reporting

Greater of $1,000 or $150 per investment per year

SMSF Planning (non-accounting services)

On a per-case basis

SMSF Investment strategy

$1,000

Pension structuring & advice

$2,000

Payment of Fees

We ask that you use Direct Debit to pay your fees. We will provide a form for you to sign upon presentation of your Statement of Advice.

We provide regular updates regarding the status of your financial portfolio and your ongoing investment in our services.

Please be aware that the completeness and accuracy of the information you provide to us for this assignment remains your responsibility.

© 2010-2012 CondonTreasure | ABN 28 107 689 850 | Liability limited by a scheme approved under Professional Standards Legislation

This site only provides ‘general advice’ which does not take into account your personal needs, goals and objectives. Before making an investment decision, you should speak to a financial adviser to consider whether the information made available by this site is appropriate to your needs, objectives and circumstances. CondonTreasure Financial Services Pty Ltd, ASFL # 337806, T/A WTC Financial Services.