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Book Appointment

Live & Online Events

1pm Sat 27 July – “Ideas for Uncertain Times” in real life MyPlace meeting – Bells on Main Community Space, 2/11 Bulcock St, Caloundra, Qld

6pm Wed 31 July – FREE online Q&A with Cass – click here to join or enter Meeting ID 450 033 994 270 (note no Passcode)

*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.

 

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

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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.