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Financial planning services

28 November 2023

All fees inclusive of GST

Core services¹

The base fee for all plan types.

Plan²

Periodic review

Automated review

Extra time (hourly rate)

Financial plan

For clients with investable assets of $150,000 or more

$2,390

$1,390

N/A

$395

Standard plan

For clients with investable assets between $30,000 – $149,999

$360

$360

$120
(currently unavailable)

$395

Extra Services¹   – for clients with investable assets
If required. Charged in addition to base fees

Financial Plan

Asset types

Trust Entitlements

Term Deposit

Funeral Bond

External Investments³

Superannuation or Pension Account⁴

Successful Total & Permanent Disability (TPD) Claim Funds

Aged Care Considerations

Annuities or Investment Bonds

Investment Properties (inc. former principal residence)

Special Disability Trust (SDT)

New strategy²
(each asset)

$130

$160

$440

$440

$970

$970

$1,210

$1,810

$1,810

$2,990

Strategy review
(each asset)

$130

$160

N/A

$330

$480

N/A

$660

$880

$970

$130

Standard Plan

Asset types

Trust Entitlements

Term Deposit

Funeral Bond

External Investments³

Superannuation or Pension Account⁴

Successful Total & Permanent Disability (TPD) Claim Funds

Aged Care Considerations

Annuities or Investment Bonds

Investment Properties (inc. former principal residence)

Special Disability Trust (SDT)

New strategy²
(each asset)

N/A

$120

$150

$150

$300

N/A

$400

$400

$400

N/A

Strategy review
(each asset)

N/A

$120

N/A

$150

$150

N/A

$220

$220

$400

N/A

¹Charged where the relevant circumstance applies, and in addition to the base fees in the ‘Core Services’ table above. The extra services shown do not cover all asset types. Any other asset types are charged at the hourly rate based on time spent.

 

²New Strategy fees are charged for an initial Plan, or an existing Plan with a change in circumstances or strategy.

 

³Includes low-complexity external investments not otherwise specified. Higher-complexity external investments are charged at the hourly rate based on time spent.

 

Excludes Self-Managed Super Funds (SMSF), which are charged at the hourly rate based on time spent.

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023