Non-Segregated from $3,960 (incl. GST)*
Segregated from $4,620 (incl. GST)*
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.
