Membership of A.S.A.P. is free for SMSF accountants.
Our pricing model is simple and covers most transactional Statements of Advice (SoAs).
Should more complex advice be required we will discuss your clients needs with you.
StandardCovers most SOAs
- Price per SoA (excl GST)
- SMSF advice for standard scenarios
- Multiple transactions in one SoA (e.g. contributions and pensions)
- Digitally generated then reviewed by an adviser
- Excludes rollover fee
- 24 hour target turnaround
RolloversAdditional fee per rollover
- Additional price per rollover (excl GST)
- Covers the cost of gathering information from the rollover fund (including insurance cover, expense details and any valuable benefits that might be lost)
- 1-3 day turnaround (from receiving all required info)