Tax & Financial Planning Service Fees
The service is offered in two parts - as an initial service (details below) and an ongoing service (details below).
Consists of consultation and preparation of a Statement of Advice. Michael Todd charges a flat fee or hourly rate. Upfront Fees are payable via cash cheque, direct deposit, EFT, Credit Cards, offsets against commissions or your investment via 3rd party institution. The level of service required depends on the complexity of your affairs.
Our fees based on services provided according to the complexity apply to both upfront and ongoing fees:
The hourly rate for the Principal is from $220 to $330, the Planner is $180 and Researcher is $88.
Or Flat Fees start from $1,000. (See full fees structure for details)
Michael Todd recommends that you review your portfolio and the investment strategy at least once per annum. We offer on-going service to assist you to do this. This services includes:
• A quarterly newsletter via our website;
• An annual review of your strategy and investments;
The hours of service the adviser spends on your case are offered at different levels starting from $1,499 p.a.
Self Managed Super Fund Services Fees
Fees structure for SMSF Services are listed below
Fund Audit $480
Account-based Pension Commencement $516
Other Services See attachment below
For more information, please download
FULL FEE STRUCTURE at links below
New Fund (Including Trust Deed) $695
Existing SMSF Takeover (Standard) No Charges
Superannuation Trustee Company
Annual Company Maintenance Service $195
2011/2012 Financial Statements and Return
Approved Platform Based Portfolio $1,740 $1,968
Standard Portfolio $2,064 $2,316