• Freedom Property Investors & Fintor

    Freedom Property Investors & Fintor

    Financial Advice & Accounting Referral

  • Freedom Property Investors Information

    Please use this section to enter the best contact person at Freedom Property Investors for Fintor to liaise with and to inform of progress made.

     

    WARNING

    We will use the below information to contact the Freedom Property Investors Strategist directly. 

     

    Please enter the clients details on the next page.

     

    This information provide Freedom with updates on processing and your referral. Please ensure that you put in your details, or the associated Freedom Property strategist (sales agent). 

  • Personal Information of referral contact

    Personal Information of referral contact

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  • Process & Fees

    Process & Fees

    This section will not be sent to your client until we have our initial discussion. However, you might like to include a rough estimate into your sales discussion.
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  • Estimated Completion Time

    Obtaining Required Information

    3-20 Business Days - Your help can significantly reduce this turnaround time.

     

    Financial Advice & Accounting Work

    Engaged client: 10-15 business days

    A client that needs encouragement: 10-25 business days

     

    Financial Advice Fees

    Financial Advice Inclusions:

    1.       Cashflow Management – feasibility of strategy (Personal & SMSF)

    2.       Cashflow Management – Lending & Debt Optimisation (Personal & SMSF)

    3.       Wealth Protection – Emergency funding & Exit Strategies

    4.       Wealth Protection - Holistic Insurance Protection of members – 3 alternatives (ASIC requirement when lending)

    5.       Wealth Protection – Estate and Legal Protection (Personal & SMSF)

    6.       Wealth Creation – SMSF Structure & Ongoing Administration

    7.       Wealth Creation - Comparison between current & recommended strategy.

    8.       Wealth Creation – Product recommendations

    9.       Wealth Creation – Contribution strategies

    10.   Wealth Creation – Comprehensive Financial Analysis

    11.   Wealth Creation – Comprehensive Analysis of alternative strategies including additional property investments.

     

    Professional Upfront Charges:

    Onboarding Fee: $500.00 - Covers the first two appointments & research conducted

    Financial Advice Fee: Ranges from $4,000 - $6,500

    Implementation Fee: First 4 hours waived ($0.00) – Normally $1,000. Thereafter $150.00 per hour.

    *This price is subject to change, Fintor will provide Freedom property with 30 days notice before any changes are implemented.

     

    Accounting Fees

    Estimated Completion Timeframe

    We will aim for a two-week turn around on the compliance work once we know the file is ready to work on. 

     

    Initial Setup

    SMSF setup                             $1,500 - $2000+GST – Corporate Trustee

     

    Limited Recourse Borrowing Arrangement

    Bank Specific: Bare Trust with corporate trustee - $2000 - $4,000+GST (+S/Duty costs if applicable) – this fee is at the discretion of bank lawyers.

    Standard: Bare trust setup with corporate trustee -  $1,500 - $2000+GST (+S/Duty costs if applicable)

    Related Party: Bare trust setup with individual trustee - $500.00 + GST

     

    Ongoing compliance

    $1,500 - $2500+GST (based on 1 - 2 property(s) in the fund)

    Includes:

    -        Financials

    -        Tax return

    -        Audit report

    -        ASIC solvency declaration for both trustee companies

    • Fintor - Progress 
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