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)

from $56.00 to $59.00

ASIC standard company


ASIC special purpose company


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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