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FEES |
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There are no fees associated with preparing your Free Pension Transfer Report and you are under no obligation to proceed once you have received it.
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Transfer with General Advice - this service is 1.5% of the balance transferred. Unlike other Pension Transfer services, this fee is capped at $1,200 AUD (which equates to an $80,000 AUD transfer balance). Like you, we realise larger transfer balances should not attract higher fees. There is a minimum charge of $550 AUD.
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All flat fees and fee rates are inclusive of GST.
These fees can be deducted from your Superannuation fund in Australia instead of you having to pay upfront.
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