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

$2,200

SMSF Annual Administration
*average charge – fees can differ

$3,300*

Trudy Heins is a Sub-Authorised Representative No. 000248550, Andrew Brown is a Sub-Authorised Representative No. 333081, and Hock Liaw is a Sub-Authorised Representative No. 1237656 of Wholistic Financial Coaching Pty Ltd Corporate Authorised Representative No. 405607 of GPS Wealth Ltd | AFSL 254544 | ABN 17 005 482 726

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.

GPS Wealth Ltd Resources:
GPS Financial Services Guide (FSG) | Privacy Policy | Complaints Procedure

Email Address: info@gpswealth.com.au | Head Office: (02) 8074 8599

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