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The more work you do in the background collecting rates notices, bank statements etc is less work and more efficient the process.
Noting we are charging at $450 an hour for advice and $275 for administration.
We generally have the first conversation (rather than face to face meeting) at no charge.
We will ask your consent prior to commencing work.
This is in your interests to organise before our meeting.
| Item | Form | Cost (GST inclusive) |
| Factual Information: Assistance with comparing illustration on aged care costs, Centrelink implications (aged pension reduction and means tested fees) etc for retaining, renting or selling the home and whether to pay RAD. This is factual information only or “entry level” | DMFS Financial Templated illustration comparing fees | $1,100 including a 45 minute discuss (either phone or face to face). There may be additional time costs if we discuss with facilities, supported persons or maximum means tested fee issues. |
| Aged Care Form | SA457 | $880.00 |
| Aged Pension Application | SA002 | $880.00 |
| MOD PC | For each private company (or trustee company of a SMSF) | $550.00 |
| MOD PT | For each trust or SMSF | $550.00 |
| SA369 | Income And Assets Test – this is required with an SA002 | $440.00 |
| MOD R | For each direct property investment | $275.00 |
| Correspondence Nominee | SS313 | $1,750 per annum charged upfront. This requires us to update Centrelink on changes. We prefer the family to nominate a financial PoA to do this themselves, this is not always an option. |
David MacManus (AR No: 295148) and DMFS Financial Advisers Pty Ltd (ABN 71 158 044 476 CAR: No: 422019) are Authorised Representatives of AUS Financial Advisers (AFSL 534501) ABN 89 159 536 151
Information provided on this website is general in nature and does not constitute financial advice. DMFS Financial Advisers Pty Ltd will endeavour to update the website as needed.
However, information can change without notice and AUS Financial Advisers nor DMFS Financial Advisers does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
DMFS Financial Advisers Pty Ltd, ABN 71 158 044 476, is a Corporate Authorised Representative of AUS Financial Advisers Pty Ltd (ABN 89 159 536 151 AFSL 534501).
DMFS Financial Advisers Pty Ltd. © 2023. All Rights Reserved.
