Facebook Youtube Telegram Instagram Linkedin
Book Appointment

Live & Online Events

Wed 6pm Wed 18 Sept – FREE online Q&A with Cass – click here to join or enter Meeting ID 469 463 556 066 Passcode zUozAh

Thurs 1230pm Thurs 3 Oct – FREE online Q&A with Cass – click here to join or enter Meeting ID 441 101 261 491 Passcode Knktkr

*all times AEST

SUPERANNUATION & SMSF

Fee Structure

Wholistic Financial Solutions offer a FREE initial meet and greet with one of our experienced team for a quotation. We operate on a fee for service basis, not commissions.

SMSF Setup

 

SMSF Annual Administration
*average charge – fees can differ

 

Annual Review fee for Special Purpose (our SMSF trustee company)

 

ASIC standard company

 

ASIC special purpose company

 

See More Fees: SMSF Schedule of Fees – July 2020

$2,250

 

$3,300*
 

 

from $56.00 to $59.00

 

$290

 

$59

The information provided on this website has been provided as general advice only. We have not taken into account your financial situation, objectives, or needs. You should therefore consider the appropriateness of the information and advice in light of your own personal situation before acting on the information provided. If the information relates to the acquisition of a particular financial product, you should obtain a Product Disclosure Statement (PDS) and consider it before making any decision.

 

Join our Mailing List

Freedom Financial Solutions FFS is a Non-profit organisation and all profits will be donated to Freedom causes

Contact

© 2024 FreedomFFS Pty Ltd  | All rights reserved  |  Privacy Policy

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.