All prices are exclusive of GST.
Our standard fee is for up to 20 Investments. We classify investments as follows:
| Bank account | 1 asset |
| Listed Security (Shares) | 1 asset |
| Term Deposit | 1 asset |
| Life Insurance | 1 asset |
| Property | 2 assets for the first one and 1 thereafter |
| Units in a listed Trust/Managed Fund | 1 asset |
| Units in an unlisted Trust/Managed Fund | 2 assets |
| Wrap Accounts ` | 3 assets |
The above Quoted Fee Categories may vary from time to time where extraordinary circumstances exist. CloudForce reserves the right to charge a Fee for Service outside of the above-mentioned Fee Categories if deemed appropriate. Please refer to our Terms and Conditions.
Our standard fees are based on the above. Complex Super Funds and Pension Administration and Structuring is subject to review and negotiation, depending on circumstances.
All other types of assets that fall outside of the above classifications are subject to negotiation. If an Actuarial Certificate is required, our fee will be $300 + GST.