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).
Standard | Extensive Standard | Complex | Extensive Complex | |
---|---|---|---|---|
Cost Estimate (ex. GST) | $1,600 | $2,000 | $3,000 | $4,500 |
Estimated Time | 8 hours | 10 hours | 15 hours | 23 hours |
As a guide to the type of situation that you are likely to be classified under, below are some examples:
Classification | Characteristics |
---|---|
Standard | Employee, primary residence, no investment properties, consolidated insurance and retail superannuation, no other investments, no corporate structures. |
Extensive Standard | Employee, primary residence, investment property or other investment, simple loan structure, consolidated insurance and retail superannuation, no corporate structures. |
Complex | Executive 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 Complex | Executive 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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