Fact Find & Client Snapshot Report – Current Position

Our Transparent Fee Structure

Fact Find & Client Snapshot Report – Current Position

The analysis, preparation and presentation of your Client Snapshot Report – Current Position will be quoted on a fee for service estimate basis. This estimate will include the initial engagement, fact finding, detailed review, analysis, preparation and presentation of the Client Snapshot Report – Current Position. It may also include estimated time costs for liaising with your various professionals.

The following table outlines the estimated cost to complete the Fact Find & Client Snapshot Report – Current Position based on the complexity of your situation (relating to the core areas Outlined Here).

 StandardExtensive StandardComplexExtensive Complex
Cost Estimate (ex. GST)$1,600$2,000$3,000$4,500
Estimated Time8 hours10 hours15 hours23 hours

As a guide to the type of situation that you are likely to be classified under, below are some examples:

ClassificationCharacteristics
StandardEmployee, primary residence, no investment properties, consolidated insurance and retail superannuation, no other investments, no corporate structures.
Extensive StandardEmployee, primary residence, investment property or other investment, simple loan structure, consolidated insurance and retail superannuation, no corporate structures.
ComplexExecutive or business owner, primary residence, investment property and/or a number of other investments, multiple loans, is a director/trustee of a business or trust, has SMSF, requirement for tax planning and cash flow/liquidity management is important.
Extensive ComplexExecutive or business owner, primary residence, multiple investment properties and/or other investments, multiple loan structures, is a director/trustee of a business or trust(s), has SMSF, requirement for tax planning and cash flow/liquidity management is important, additional issues and considerations necessary.

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