Personal Client Services

Fees

We understand that not everyone will require the same level of assistance. Executor Assist is a tailored service that allows you to choose from a range of options, or to take the complete package. Fees vary according to the value of the estate, as well as the level of complexity.

Contact us to obtain an obligation-free tailored quote based on your unique circumstances.

The below example outlines the steps within each option and provides a price guide based on a simple and complex estate valued at $1.2 million.

  • Simple estate – an example of a simple estate may include a family home to be transferred, a share portfolio with five common holdings and some term deposits with a total estate value of $1,200,000 that are to be distributed amongst three siblings.
  • Complex estate – an example of a more complex estate may include a family home wrapped up within company structures or trusts to be transferred to beneficiaries. It may involve overseas assets, a share portfolio with over 20 separate holdings with a total estate value of $1,200,000 and distributions to more than five beneficiaries.
  Simple Estate Estimated fee based on the above example Complicated Estate Estimated fee based on the above example

Option 1 – Probate
This service includes:

  • Verifying and collating a statement of Assets & Liabilities
  • Identifying and verifying beneficiaries
  • Applying for Probate from the relevant state court

NSW: $4,932 (calculated at 85% of scaled fee of $5,802)

VIC: $3,610 (calculated at 85% of scaled fee for Probate of $1,595 plus verification work of $2,255)

QLD $2,300 (includes 85% of usual Probate fee of $942 plus verification work of $1,500)

NSW: $5,802 (scaled fee)


VIC: $5,500 (calculated at scaled fee for Probate of $1,595 plus verification work of $3,905)


QLD $3,442 (includes usual Probate fee of $942 plus verification work of $2,500)

Option 2 – Tax
This service includes:

  • Preparation of Individual Date of Death tax return
  • Preparation of estate tax returns (1st & 2nd tax periods)
  • Tax review prior to distribution of estate to cover any liability
  • Completion of capital gains tax schedule

Estimated fee: $4,500

Estimated fee: $16,500

Option 3 – Administration
This service includes:

  • Collection and realisation of the assets
  • Managing the estate trust account and assets
  • Assisting with the transfer or sale of real estate
  • Payment of bequests
  • Establishing optional testamentary trusts where applicable
  • Establishing trusts for minors, life trusts, annuities where applicable
  • Distribution of the estate to beneficiaries
  • Provision of detailed statements of account for Executors and beneficiaries
  • Lodging of necessary documentation

Estimated fee: $5,500

Estimated fee: $16,500

Full Service Suite
Should you wish to engage us for the full Executor Assist service, we will pass the cost savings on to you.

Discount of 10%

Discount of 10%


All prices shown here are inclusive of GST.

These fees exclude out of pocket expenses such as title searches, ASIC searches etc.

Indicative pricing above does not include disbursements such as Supreme Court filing fees and statutory advertising costs.

For more information on our fees and charges, please see our Financial Services Guide.

Contact us

To find out more about our services call 1800 622 812 or email