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The Service includes all items from the Full Custodial Service - Accumulation Phase** (previous page), in addition to:
- Annual minimum and maximum calculations
- Completion of quarterly Instalment Activity Statements
- PAYG summary and reconciliation.
- Up to two lump sum withdrawals+ in the financial year, including all documentation and ATO forms completion.
*All work will be quoted before engagement of services; the fees quoted are a minimum charge and assume information is received in standard format. Excess Trading Fee of $15 per trade after 30 annual trades. For Funds with unlisted assets, there will be an additional surcharge.
**Should you not wish to grant us limited power of attorney, please note there will be an additional charge of $550 incl. GST per annum. + Further lump sum withdrawals are $55 each.
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