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Set Up Fee Individual Trustee |
$550 including doing the rollovers | ||||
Annual Administration Fee |
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Audit | Not included | ||||
Pension | No additional fees | ||||
Property & Collectables | Included in the standard fees | ||||
No. of Investments | No limit | ||||
Online Access | Yes | ||||
Reporting | Real time delivery of reports |
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Set Up Fee Individual Trustee |
Free | ||||
Annual Administration Fee |
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Audit | Included | ||||
Pension | $199 | ||||
Property & Collectables | Included | ||||
No. of Investments | No limit | ||||
Online Access | Yes | ||||
Reporting | Monthly and daily |
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Set Up Fee Individual Trustee |
$295 | ||||
Annual Administration Fee |
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Audit | $395 | ||||
Pension | $260 | ||||
Property & Collectables | Yes - no extra fees | ||||
No. of Investments | No limit | ||||
Online Access | Yes | ||||
Reporting | Annually |
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Set Up Fee Individual Trustee |
$715 | ||||
Annual Administration Fee |
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Audit | Included | ||||
Pension | $1,100 | ||||
Property & Collectables | Yes - no extra fees | ||||
No. of Investments | 150 transactions | ||||
Online Access | No | ||||
Reporting | Annual |
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Set Up Fee Individual Trustee |
$440 | ||||
Annual Administration Fee |
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Audit | Included | ||||
Pension | $440 with no annual admin cost | ||||
Property & Collectables | Included in standard fee | ||||
No. of Investments | Not limited | ||||
Online Access | Yes | ||||
Reporting | Annual |
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Set Up Fee Individual Trustee |
$660 | ||||
Annual Administration Fee |
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Audit | $350 to $550 | ||||
Pension | No additional fees | ||||
Property & Collectables | Yes - no extra fees | ||||
No. of Investments | Not limited | ||||
Online Access | Yes | ||||
Reporting | Quarterly |
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Set Up Fee Individual Trustee |
No fee | ||||
Annual Administration Fee |
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Audit | No added fees | ||||
Pension | Only in $948 package | ||||
Property & Collectables | No limit in $948 pk | ||||
No. of Investments | |||||
Online Access | Yes | ||||
Reporting | Annual |
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Set Up Fee Individual Trustee |
$500 | ||||
Annual Administration Fee |
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Audit | $440 | ||||
Pension | $308.70 | ||||
Property & Collectables | Yes - hourly rate | ||||
No. of Investments | Not limited | ||||
Online Access | Yes - on arrangement | ||||
Reporting | Quarterly |