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Fee Structure

Fee Schedule

Copyright © 2012 Michael Todd Self Managed Superannuation Fund & Financial Planning Services

Tax & Financial Planning Service Fees


The service is offered in two parts - as an initial service (details below) and an ongoing service (details below).


Initial Service

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)


On-Going Service

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. 


Click links to download full fees structure of Financial Planning services:   DOCX (Word)    PDF(Adobe Reader)


Self Managed Super Fund Services Fees


Fees structure for SMSF Services are listed below

  

Audit                                                                      

Fund Audit                                                            $480                                       


Pension Services

Account-based Pension Commencement        $516

and Reconstruction


Other Services                        See attachment below


For more information, please download

FULL FEE STRUCTURE at links below


     DOCX (Word)         PDF(Adobe Reader)                              

  

  

Establishment

New Fund (Including Trust Deed)                               $695

Existing SMSF Takeover (Standard)                           No Charges

                                                                                           (Conditions Apply)

Corporate Trustee

Superannuation Trustee Company                           

Incorporation                                                           $840

Annual Company Maintenance Service                    $195


Compliance Administration

2011/2012 Financial Statements and Return     

                                                                                          Accumulation Pension

Approved Platform Based Portfolio                          $1,740        $1,968

Standard Portfolio                                                        $2,064        $2,316