 |
Free |
| $799 (first year free) |
$799 (first year free) |
|
Included |
Included |
Not allowed |
Unlimited |
Yes |
Daily |
 |
$550 including doing the rollovers |
| $2,500 incl GST |
Depends on the delivery of information. Everything in an electronic format is more cost efficient. |
|
Not included |
No additional fees |
Included in the standard fees |
No limit |
Yes |
Real time delivery of reports |
 |
No fee |
| $1,100 (incl. GST) |
$1,100 (incl. GST) |
|
Yes |
Yes. Only for unsegregated funds where an actuarial certificate is required. |
$150 per additional property investment. |
Limited. Basic service includes 1 x property + 20 holding portfolio with 2 members. |
Yes. Shares only. |
Quarterly, bi-annually and annually. |
 |
$275 |
|
Not included |
$220 |
Yes - no extra fees |
No limit |
Yes |
Annually (or monthly if required.) |
 |
$715 |
|
Included |
$1,100 |
Yes - no extra fees |
150 transactions |
No |
Annual |
 |
$440 |
|
Included |
$440 set up, no additional costs for annual admin |
Included in standard fee |
Not limited |
Yes |
Annual |
 |
$660 |
|
$350 to $550 |
No additional fees |
Yes - no extra fees |
Not limited |
Yes |
Quarterly |
 |
No fee |
| $468 or $948 |
$468 or $948 |
|
No added fees |
Only in $948 package |
No limit in $948 pk |
|
Yes |
Annual |
 |
$500 |
|
$440 |
$308.70 |
Yes - hourly rate |
Not limited |
Yes - on arrangement |
Quarterly |