Live & Online Events

Festive season office hours

  • Friday 6 December – closed for staff Christmas party
  • noon Friday 20 December – closed until
  • 9am Monday 6 January 2025 – open for business as usual

12:30pm AEDT Thurs 5 Dec – FREE online Q&A with Cass – click here to join or enter Meeting ID 440 195 792 997 Passcode Cz6eH7Wk

8pm AEDT Mon 16 DecAinslie Bullion & Banter (register here)

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*all times AEDT (Canberra time)

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

 
$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.