20% off* Wills and Powers of Attorney until 30 June

Financial planning services

28 November 2023

All fees inclusive of GST

Core services¹

Financial plan

Standard plan

The base fee for all plan types.

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

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

Plan²

$2,390

$360

Periodic review

$1,390

$360

Automated review

N/A

$120
(currently unavailable)

Extra time (hourly rate)

$395

$395

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

Financial Plan

Asset types

New strategy²
(each asset)

Strategy review
(each asset)

Trust Entitlements

$130

$130

Term Deposit

$160

$160

Funeral Bond

$440

N/A

External Investments³

$440

$330

Superannuation or Pension Account⁴

$970

$480

Successful Total & Permanent Disability (TPD) Claim Funds

$970

N/A

Aged Care Considerations

$1,210

$660

Annuities or Investment Bonds

$1,810

$880

Investment Properties (inc. former principal residence)

$1,810

$970

Special Disability Trust (SDT)

$2,990

$130

Standard Plan

Asset types

New strategy²
(each asset)

Strategy review
(each asset)

Trust Entitlements

N/A

N/A

Term Deposit

$120

$120

Funeral Bond

$150

N/A

External Investments³

$150

$150

Superannuation or Pension Account⁴

$300

$150

Successful Total & Permanent Disability (TPD) Claim Funds

N/A

N/A

Aged Care Considerations

$400

$220

Annuities or Investment Bonds

$400

$220

Investment Properties (inc. former principal residence)

$400

$400

Special Disability Trust (SDT)

N/A

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