Scope of Advice Required

Select one package only, all work is performed on a fee for service basis as detailed in your Letter of Engagement (click here to view a draft) which will be sent to you with an estimate of costs following your submission of this form and the Essential Fact Find form (Click here to download).

Basic Assistance

Minimum charge $330 incl. GST

Assist with paperwork including filling in the Income & Assets form SA 457
No strategic Advice Provided

General Assistance

Minimum charge $770 incl. GST

Assist with paperwork including filling in the Income & Assets form SA 457
Analysis of the current financial position of the client
Broad-brush advice re the funding options
General advice on hold/sell/rent home

Full Plan Advice

Minimum charge $1320 incl. GST (After reviewing the Fact Find submitted we will give you an estimate of potential costs)

Assist with paperwork including SA 457
Analysis of current financial position
Determine sources of money
- Cash
- Term deposits
- Superannuation
- Personal pensions
- Investments
- Family loan or cash support
- Reverse mortgage
- Sale of home

Impact on Centrelink/DVA benefits
Cashflow analysis
Impact on the future value of the estate
Forward and general tax planning
Consider any special benefits in the Will
Adjustment to the Estate Plan of the client
Evaluate up to 5 strategic funding options and advice
Provide investment advice on any surplus funds
Review Residents Agreement
Prepare updated Income/Assets statement
Is the home included as an asset, for what value?

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