Will fees
We offer various Will services, learn more about our fees and what's included.
$462
Instruct who you want to inherit your estate, care for your children, and be the executor of your estate.
Includes
Basic Will document.
Add-ons
From $583
Custom Wills are created for people with specific needs or more complex circumstances, including business owners, blended families, and those with self-managed super funds (SMSFs).
Includes
Custom Will document.
Add-ons
$693
Bundle and save $231 when you make your basic Will, Power of Attorney and Enduring Guardianship documents with us.
Includes
- Basic Will document
- Power of Attorney document
- Enduring Guardianship document.
Add-ons
From $29
Store your Will, Power of Attorney and Enduring Guardianship documents safely in our WillSafe.
Includes
- storage of a single document for $29, or
- storage of up to 3 documents for $49.
Benefits of WillSafe
- no annual fee
- no cost to access your documents
- free when you appoint us as executor or attorney.
Discounts
Bundle and save $231 when you include a Power of Attorney and Enduring Guardianship.
Your Will and estate planning documents are made at no charge if you are:
- eligible for a full Centrelink Age Pension
- receiving a Department of Veterans' Affairs Pension or Disability Support Pension and would otherwise be eligible for a full Centrelink Age Pension.
NSW Seniors Card holders receive a discounted $29 one-off fee for storing up to 3 documents instead of the $49 standard fee.
We offer free WillSafe storage if you appoint us as executor or power of attorney.
Payments and cancellations
You will need to pay at the end of the first appointment.
You can pay with:
- EFTPOS
- Visa
- Mastercard
- prepaid cards.
We don't accept:
- cash
- Amex
- Diners.
Cancellation fees apply if you cancel our services after the first appointment. The cancellation fee will be the greater of:
- $275, or
- 30% of the fee given to you as quoted.
We will charge you the full amount of any disbursements (any additional costs we have incurred) leading up to the cancellation.
- any cancellation fee will be deducted from the fees paid
- any balance of the fees paid will be refunded to you
- if the cancellation fee exceeds the fees you paid, you will be required to pay the cancellation fee at the time of cancellation.
Other fees
If you appoint us as your executor in your Will, fees will apply to administer your estate. These fees only take effect after you pass away and are generally charged from your estate.
Power of Attorney fees
Appoint a Power of Attorney and store your documents securely with us.
$231
Choose an attorney to make financial and legal decisions for you.
Includes
Power of Attorney document.
Add-ons
$693
Bundle and save $231 when you make your basic Will, Power of Attorney and Enduring Guardianship documents with us.
Includes
- Basic Will document
- Power of Attorney document
- Enduring Guardianship document.
Add-ons
From $29
Store your Will, Power of Attorney and Enduring Guardianship documents safely in our WillSafe.
Includes
- storage of a single document for $29, or
- storage of up to 3 documents for $49.
Benefits of WillSafe
- no annual fee
- no cost to retrieve documents
- free when you appoint us as executor or attorney.
Discounts
Bundle and save $231 when you include a Will and Enduring Guardianship.
Your Power of Attorney is made at no charge if you are:
- eligible for a full Centrelink Age Pension
- receiving Department of Veterans' Affairs Pension or Disability Support Pension and would otherwise be eligible for a full Centrelink Age Pension.
NSW Seniors Card holders receive a discounted $29 one-off fee for storing multiple documents instead of the $49 standard fee.
We offer free WillSafe storage if you appoint us as executor or attorney.
Payments and cancellations
You will need to pay at the end of the first appointment.
You can pay with:
- EFTPOS
- Visa
- Mastercard
- prepaid cards.
We don't accept:
- cash
- Amex
- Diners.
Cancellation fees may apply if you cancel our service after the first appointment.
Activation fees
If you nominate us to act as your attorney, fees will apply when we actively take on the role.
| Service | Fees (including GST) |
|---|---|
| One-off establishment fee | $550 |
| Management | 1.1% per year of the value of income-producing and investment assets managed by NSW Trustee and Guardian (excluding principal place of residence) Minimum fee of $1,100 per year |
| Account keeping | $132 per year |
| Investment | 0.11% per year, calculated on the total value of NSW Trustee and Guardian common funds. From 1 January 2022, 0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
Other fees
| Service | Additional fees that may apply (including GST) |
|---|---|
| Lodgement of tax return | $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
| Tax investigation without lodgement | $148.5 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Enduring Guardianship fees
An Enduring Guardian can make lifestyle, health and medical decisions for you if you can't make them yourself.
$231
Choose a Guardian to make health and lifestyle decisions for you.
Includes
Enduring Guardianship document.
Add-ons
$693
Bundle and save $231 when you make your basic Will, Power of Attorney and Enduring Guardianship documents with us.
Includes
- Basic Will document
- Power of Attorney document
- Enduring Guardianship document.
Add-ons
From $29
Store your Will, Power of Attorney and Enduring Guardianship documents safely in our WillSafe.
Includes
- storage of a single document for $29, or
- storage of up to 3 documents for $49.
Benefits of WillSafe
- no annual fee
- no cost to retrieve documents
- free when you appoint us as executor or attorney.
Discounts
Bundle and save $231 when you include a Will and Power of Attorney.
Your Enduring Guardianship is made at no charge if you are:
- eligible for a full Centrelink Age Pension
- receiving Department of Veterans' Affairs Pension or Disability Support Pension and would otherwise be eligible for a full Centrelink Age Pension.
NSW Seniors Card holders receive a discounted $29 one-off fee for storing multiple documents instead of the $49 standard fee.
We offer free WillSafe storage if you appoint us as executor or attorney.
Payments and cancellations
You will need to pay at the end of the first appointment.
You can pay with:
- EFTPOS
- Visa
- Mastercard
- prepaid cards.
We don't accept:
- cash
- Amex
- Diners.
Cancellation fees may apply if you cancel our services after the first appointment.
Deceased estate administration fees
Our fees to administer a deceased estate are prescribed and regulated under the NSW Trustee and Guardian Act 2009 and the NSW Trustee and Guardian Regulation 2017. The fees include the costs associated with obtaining a grant of representation and the cost to administer the estate.
Fees are deducted from your estate and based on the value of the assets that are solely owned by you.
No fee (except a minimal charge to ensure a house is registered in the name of the joint tenant/owner) will apply to joint assets, such as bank accounts, or a house.
Deceased estate administration fees (including GST)
| Service | Fees (including GST) |
|---|---|
| One-off executor fee | Based on asset values: 4.4% on the first $300,000 3.85% on the next $300,000 2.75% on the next $150,000 1.65% any amounts over $750,000 (Minimum fee of $500) |
| Income commission | Based on gross income: 2.75% of rental income collected by a real estate agent for the estate, if the real estate agent has charged a fee for the collection, and 5.775% of other income. |
| Account keeping | $132 per year |
| Investment | 0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
Service One-off executor fee Fees (including GST) Based on asset values: 4.4% on the first $300,000 3.85% on the next $300,000 2.75% on the next $150,000 1.65% any amounts over $750,000 (Minimum fee of $500) |
Service Income commission Fees (including GST) Based on gross income: 2.75% of rental income collected by a real estate agent for the estate, if the real estate agent has charged a fee for the collection, and 5.775% of other income. |
Service Account keeping Fees (including GST) $132 per year |
Service Investment Fees (including GST) 0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
One-off executor fees
A one-off executor fee is charged on solely owned estates. It does not cover disbursements (any additional costs associated with legal action) or other fees and charges.
| Estimated value of estate | One off executor fee (including GST) | Fee as a percentage (%) of the estate value |
|---|---|---|
| $50,000 | $2,200 | 4.40% |
| $75,000 | $3,300 | 4.40% |
| $100,000 | $4,400 | 4.40% |
| $125,000 | $5,500 | 4.40% |
| $150,000 | $6,600 | 4.40% |
| $175,000 | $7,700 | 4.40% |
| $200,000 | $8,800 | 4.40% |
| $225,000 | $9,900 | 4.40% |
| $250,000 | $11,000 | 4.40% |
| $275,000 | $12,100 | 4.40% |
| $300,000 | $13,200 | 4.40% |
| $325,000 | $14,163 | 4.36% |
| $350,000 | $15,125 | 4.32% |
| $375,000 | $16,088 | 4.29% |
| $400,000 | $17,050 | 4.26% |
| $425,000 | $18,013 | 4.24% |
| $450,000 | $18,975 | 4.22% |
| $475,000 | $19,938 | 4.20% |
| $500,000 | $20,900 | 4.18% |
| $525,000 | $21,863 | 4.16% |
| $550,000 | $22,825 | 4.15% |
| $575,000 | $23,788 | 4.14% |
| $600,000 | $24,750 | 4.13% |
| $625,000 | $25,438 | 4.07% |
| $650,000 | $26,125 | 4.02% |
| $675,000 | $26,813 | 3.97% |
| $700,000 | $27,500 | 3.93% |
| $725,000 | $28,188 | 3.89% |
| $750,000 | $28,875 | 3.85% |
| $775,000 | $29,288 | 3.78% |
| $800,000 | $29,700 | 3.71% |
| $825,000 | $30,113 | 3.65% |
| $850,000 | $30,525 | 3.59% |
| $875,000 | $30,938 | 3.54% |
| $900,000 | $31,350 | 3.48% |
| $925,000 | $31,763 | 3.43% |
| $950,000 | $32,175 | 3.39% |
| $975,000 | $32,588 | 3.34% |
| $1,000,000 | $33,000 | 3.30% |
| $1,050,000 | $33,825 | 3.22% |
| $1,100,000 | $34,650 | 3.15% |
| $1,150,000 | $35,475 | 3.08% |
| $1,200,000 | $36,300 | 3.03% |
| $1,250,000 | $37,125 | 2.97% |
| $1,300,000 | $37,950 | 2.92% |
| $1,350,000 | $38,775 | 2.87% |
| $1,400,000 | $39,600 | 2.83% |
| $1,450,000 | $40,425 | 2.79% |
| $1,500,000 | $41,250 | 2.75% |
Estimated value of estate $50,000 One off executor fee (including GST) $2,200 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $75,000 One off executor fee (including GST) $3,300 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $100,000 One off executor fee (including GST) $4,400 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $125,000 One off executor fee (including GST) $5,500 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $150,000 One off executor fee (including GST) $6,600 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $175,000 One off executor fee (including GST) $7,700 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $200,000 One off executor fee (including GST) $8,800 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $225,000 One off executor fee (including GST) $9,900 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $250,000 One off executor fee (including GST) $11,000 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $275,000 One off executor fee (including GST) $12,100 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $300,000 One off executor fee (including GST) $13,200 Fee as a percentage (%) of the estate value 4.40% |
Estimated value of estate $325,000 One off executor fee (including GST) $14,163 Fee as a percentage (%) of the estate value 4.36% |
Estimated value of estate $350,000 One off executor fee (including GST) $15,125 Fee as a percentage (%) of the estate value 4.32% |
Estimated value of estate $375,000 One off executor fee (including GST) $16,088 Fee as a percentage (%) of the estate value 4.29% |
Estimated value of estate $400,000 One off executor fee (including GST) $17,050 Fee as a percentage (%) of the estate value 4.26% |
Estimated value of estate $425,000 One off executor fee (including GST) $18,013 Fee as a percentage (%) of the estate value 4.24% |
Estimated value of estate $450,000 One off executor fee (including GST) $18,975 Fee as a percentage (%) of the estate value 4.22% |
Estimated value of estate $475,000 One off executor fee (including GST) $19,938 Fee as a percentage (%) of the estate value 4.20% |
Estimated value of estate $500,000 One off executor fee (including GST) $20,900 Fee as a percentage (%) of the estate value 4.18% |
Estimated value of estate $525,000 One off executor fee (including GST) $21,863 Fee as a percentage (%) of the estate value 4.16% |
Estimated value of estate $550,000 One off executor fee (including GST) $22,825 Fee as a percentage (%) of the estate value 4.15% |
Estimated value of estate $575,000 One off executor fee (including GST) $23,788 Fee as a percentage (%) of the estate value 4.14% |
Estimated value of estate $600,000 One off executor fee (including GST) $24,750 Fee as a percentage (%) of the estate value 4.13% |
Estimated value of estate $625,000 One off executor fee (including GST) $25,438 Fee as a percentage (%) of the estate value 4.07% |
Estimated value of estate $650,000 One off executor fee (including GST) $26,125 Fee as a percentage (%) of the estate value 4.02% |
Estimated value of estate $675,000 One off executor fee (including GST) $26,813 Fee as a percentage (%) of the estate value 3.97% |
Estimated value of estate $700,000 One off executor fee (including GST) $27,500 Fee as a percentage (%) of the estate value 3.93% |
Estimated value of estate $725,000 One off executor fee (including GST) $28,188 Fee as a percentage (%) of the estate value 3.89% |
Estimated value of estate $750,000 One off executor fee (including GST) $28,875 Fee as a percentage (%) of the estate value 3.85% |
Estimated value of estate $775,000 One off executor fee (including GST) $29,288 Fee as a percentage (%) of the estate value 3.78% |
Estimated value of estate $800,000 One off executor fee (including GST) $29,700 Fee as a percentage (%) of the estate value 3.71% |
Estimated value of estate $825,000 One off executor fee (including GST) $30,113 Fee as a percentage (%) of the estate value 3.65% |
Estimated value of estate $850,000 One off executor fee (including GST) $30,525 Fee as a percentage (%) of the estate value 3.59% |
Estimated value of estate $875,000 One off executor fee (including GST) $30,938 Fee as a percentage (%) of the estate value 3.54% |
Estimated value of estate $900,000 One off executor fee (including GST) $31,350 Fee as a percentage (%) of the estate value 3.48% |
Estimated value of estate $925,000 One off executor fee (including GST) $31,763 Fee as a percentage (%) of the estate value 3.43% |
Estimated value of estate $950,000 One off executor fee (including GST) $32,175 Fee as a percentage (%) of the estate value 3.39% |
Estimated value of estate $975,000 One off executor fee (including GST) $32,588 Fee as a percentage (%) of the estate value 3.34% |
Estimated value of estate $1,000,000 One off executor fee (including GST) $33,000 Fee as a percentage (%) of the estate value 3.30% |
Estimated value of estate $1,050,000 One off executor fee (including GST) $33,825 Fee as a percentage (%) of the estate value 3.22% |
Estimated value of estate $1,100,000 One off executor fee (including GST) $34,650 Fee as a percentage (%) of the estate value 3.15% |
Estimated value of estate $1,150,000 One off executor fee (including GST) $35,475 Fee as a percentage (%) of the estate value 3.08% |
Estimated value of estate $1,200,000 One off executor fee (including GST) $36,300 Fee as a percentage (%) of the estate value 3.03% |
Estimated value of estate $1,250,000 One off executor fee (including GST) $37,125 Fee as a percentage (%) of the estate value 2.97% |
Estimated value of estate $1,300,000 One off executor fee (including GST) $37,950 Fee as a percentage (%) of the estate value 2.92% |
Estimated value of estate $1,350,000 One off executor fee (including GST) $38,775 Fee as a percentage (%) of the estate value 2.87% |
Estimated value of estate $1,400,000 One off executor fee (including GST) $39,600 Fee as a percentage (%) of the estate value 2.83% |
Estimated value of estate $1,450,000 One off executor fee (including GST) $40,425 Fee as a percentage (%) of the estate value 2.79% |
Estimated value of estate $1,500,000 One off executor fee (including GST) $41,250 Fee as a percentage (%) of the estate value 2.75% |
| Service | Fee (including GSt) |
|---|---|
| Lodgement of a tax return | $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
| Tax investigation without lodgement | $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Lodgement of a tax return Fee (including GSt) $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Tax investigation without lodgement Fee (including GSt) $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Learn more about our additional fees and services.
There are no up-front fees. Executor fees are paid from your estate after you pass away.
Trust fees
We provide you with a friendly and comprehensive service to prepare your trust documents.
A trust is created either by a Will, a deed, declaration or court order:
- If NSW Trustee and Guardian administers an estate that includes a continuing trust, the one-off trustee fee is not charged.
- If you are setting up a new trust or transferring a trust to NSW Trustee and Guardian, the one-off trustee fee is charged.
- If legal work is undertaken for you by our legal team or by external legal service providers, these costs will be additional to NSW Trustee and Guardian trust administration fees.
| Service | Fee (including GST) |
|---|---|
| One-off trustee fee | Based on asset values: 3.85% on the first $100,000 2.75% on the second $100,000 1.65% on the third $100,000 0.55% any amounts over $300,000 |
Service One-off trustee fee Fee (including GST) Based on asset values: 3.85% on the first $100,000 2.75% on the second $100,000 1.65% on the third $100,000 0.55% any amounts over $300,000 |
The following fees apply when NSW Trustee and Guardian is administering the trust.
| Service | Fee (including GST) |
|---|---|
| Trust management | 0.77% per year on value of assets held |
| Account keeping | $132 per year |
| Investment | 0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
Service Trust management Fee (including GST) 0.77% per year on value of assets held |
Service Account keeping Fee (including GST) $132 per year |
Service Investment Fee (including GST) 0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee and Guardian (fees are GST inclusive). |
Additional fees that may apply (including GST)
NSW Trustee may also charge to the trust a reasonable fee for administration of the trust that NSW Trustee considers not part of the ordinary administration of the trust. Example of administration that is not part of ordinary administration include arranging or managing non-routine maintenance, repair, construction or development of trust property.
| Service | Fees (including GST) |
|---|---|
| Lodgement of tax return | $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
| Tax investigation without lodgement | $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Lodgement of tax return Fees (including GST) $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Tax investigation without lodgement Fees (including GST) $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
We can help you to set up a trust during your will appointment.
Financial management fees
All fees for financial management customers are exempt from GST. Fee reductions apply for customers with assets $75,000 and under.
| Service | Fee (GST exempt) |
|---|---|
| Establishment | The establishment fee is 1% of the value of total assets (excluding the customer's principal place of residence, accommodation bond and some other items e.g. motor vehicle and furniture) with a maximum fee of $3000. If a customer's assets are below $75,000 the following reductions apply:
|
| Management |
|
| Account keeping | The account keeping fee is $10 per month ($120 a year) If a customer's assets are below $75,000 the following reductions apply:
|
| Investment | The investment fee is 0.15% of the value of the trust account, 0.25% for Income Fund and 0.35% for Financial Management Growth Fund in NSW Trustee and Guardian per year (fees are GST exempt). |
Service Establishment Fee (GST exempt) The establishment fee is 1% of the value of total assets (excluding the customer's principal place of residence, accommodation bond and some other items e.g. motor vehicle and furniture) with a maximum fee of $3000. If a customer's assets are below $75,000 the following reductions apply:
|
Service Management Fee (GST exempt)
|
Service Account keeping Fee (GST exempt) The account keeping fee is $10 per month ($120 a year) If a customer's assets are below $75,000 the following reductions apply:
|
Service Investment Fee (GST exempt) The investment fee is 0.15% of the value of the trust account, 0.25% for Income Fund and 0.35% for Financial Management Growth Fund in NSW Trustee and Guardian per year (fees are GST exempt). |
Additional fees that may apply (GST exempt)
| Service | Fee (GST exempt) |
|---|---|
| Lodgement of tax return | $270 first hour $230 additional hourly rate (charged in 15-minute blocks) |
| Tax investigation without lodgement | $135 first hour $230 additional hourly rate (charged in 15-minute blocks) |
Service Lodgement of tax return Fee (GST exempt) $270 first hour $230 additional hourly rate (charged in 15-minute blocks) |
Service Tax investigation without lodgement Fee (GST exempt) $135 first hour $230 additional hourly rate (charged in 15-minute blocks) |
Learn more about our additional fees and services.
Private financial management fees
Legislation permits NSW Trustee and Guardian to charge fees to carry out our financial management services, but private financial managers are not paid for performing their work unless they have a remuneration (payment for work) order from the Supreme Court of NSW
Our fees are payable from the person’s estate.
It is your responsibility as the private financial manager to pay any invoices that are sent to you by NSW Trustee and Guardian.
| Service | Fee (GST exempt) |
|---|---|
| Establishment | $650 establishment fee Fee reductions apply for clients with total assets $75,000 or less. $25,000 or less will be exempt |
| Account checking | Yearly fee, based on complexity: $100 (low) $200 (medium) $375 (high) |
| Investment | The investment fee is 0.15% of the value of the trust account, 0.25% for Income Fund and 0.35% for Financial Management Growth Fund in NSW Trustee and Guardian (fees are GST exempt). |
Service Establishment Fee (GST exempt) $650 establishment fee Fee reductions apply for clients with total assets $75,000 or less. $25,000 or less will be exempt |
Service Account checking Fee (GST exempt) Yearly fee, based on complexity: $100 (low) $200 (medium) $375 (high) |
Service Investment Fee (GST exempt) The investment fee is 0.15% of the value of the trust account, 0.25% for Income Fund and 0.35% for Financial Management Growth Fund in NSW Trustee and Guardian (fees are GST exempt). |
Additional fees for financial planning may apply.
Learn more about our additional fees and services.
Additional fees
There may be additional costs required to deliver our services.
These additional costs are not included in our standard service fees. Where applicable, additional costs will be charged on top of the standard service fees.
Additional costs may include:
- Costs we may need to pay to other organisations to deliver our services, this could be costs to get certificates from Births, Deaths and Marriages and costs to inspect and secure properties.
- Costs we may need to pay our internal specialists to deliver our services, this could be for legal advice, if there are overseas assets involved, if the entitlement or will is contested, or if we have to search for missing beneficiaries and/or prepare family trees.
- Out-of-pocket expenses we may need to pay such as postage, phone and photocopying.
If legal work is done for you by external legal service providers, their costs will be additional to our standard service fees.
If legal work is done by our in-house solicitors, their fees are also additional and are set out as follows:
| Role | Hourly fee (including GST) |
|---|---|
| Director | $561 |
| Principal solicitor - grade VI | $561 |
| Senior solicitor - grade V | $456.50 |
| Solicitor - grade IV | $456.50 |
| Solicitor - Grade I-III | $418 |
| Legal Assistant | $165 |
Role Director Hourly fee (including GST) $561 |
Role Principal solicitor - grade VI Hourly fee (including GST) $561 |
Role Senior solicitor - grade V Hourly fee (including GST) $456.50 |
Role Solicitor - grade IV Hourly fee (including GST) $456.50 |
Role Solicitor - Grade I-III Hourly fee (including GST) $418 |
Role Legal Assistant Hourly fee (including GST) $165 |
Where we make enquiries to locate and identify persons entitled to share in an estate, including an intestate estate (there is no valid will), a fee not exceeding 5% (ex GST) of the net value of the estate will be charged to the estate.
| Service | Fee (including GST) |
|---|---|
| Lodgement of tax return | $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
| Tax investigation without lodgement | $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Lodgement of tax return Fee (including GST) $297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
Service Tax investigation without lodgement Fee (including GST) $148.50 first hour $253 additional hourly rate (charged in 15-minute blocks) |
If we provide financial planning services to you, the following additional costs will be charged.
| Service | Customer asset value | Fee* (including GST) |
|---|---|---|
| Create financial plan | $0 – 50,000 | $151.25 |
| Create financial plan | Over $50,000 | $302.50 per hour |
| Annual review of financial plan | $0 – 5000 | No charge |
| Annual review of financial plan | $5001 – 50,000 | $75.63 |
| Annual review of financial plan | $50,001 – 100,000 | $151.25 |
| Annual review of financial plan | Over $100,000 | $302.50 per hour |
Service Create financial plan Customer asset value $0 – 50,000 Fee* (including GST) $151.25 |
Service Create financial plan Customer asset value Over $50,000 Fee* (including GST) $302.50 per hour |
Service Annual review of financial plan Customer asset value $0 – 5000 Fee* (including GST) No charge |
Service Annual review of financial plan Customer asset value $5001 – 50,000 Fee* (including GST) $75.63 |
Service Annual review of financial plan Customer asset value $50,001 – 100,000 Fee* (including GST) $151.25 |
Service Annual review of financial plan Customer asset value Over $100,000 Fee* (including GST) $302.50 per hour |
*For all financial management and private financial management customers, GST does not apply to these fees.
If we undertake property inspections, including securing a property or taking inventory, then a service provider may be engaged to do this work.
The following additional costs outline the cost to the client or estate to have this work completed.
| Service | Fee (including GST) |
|---|---|
| Minimum hourly rate | $220.00 (up to 4 hours maximum) |
| Minimum hourly rate if additional person is required for the work | $80.00 (up to 4 hours maximum) |
| Motor vehicle allowance for service provider | Can be claimed at 27 cents/km |
| Travel allowance for service provider (other than by motor vehicle) | Travel allowance is claimable from the service providers workplace to the address of the property and return |
| Overnight travel allowance for service provider | Travel allowance is capped at $150 per night* |
Service Minimum hourly rate Fee (including GST) $220.00 (up to 4 hours maximum) |
Service Minimum hourly rate if additional person is required for the work Fee (including GST) $80.00 (up to 4 hours maximum) |
Service Motor vehicle allowance for service provider Fee (including GST) Can be claimed at 27 cents/km |
Service Travel allowance for service provider (other than by motor vehicle) Fee (including GST) Travel allowance is claimable from the service providers workplace to the address of the property and return |
Service Overnight travel allowance for service provider Fee (including GST) Travel allowance is capped at $150 per night* |
*NSW Trustee and Guardian must be notified and approval obtained by service provider prior to commencement of the travel.
Costs for conveyancing services (sale or purchase of a property) will be charged to the client or estate. If any legal work is outsourced to a law firm, the fees charged by the law firm apply and are paid by the client or estate.
Residential transaction fees
| Service | Fee (including GST) |
|---|---|
| Standard sale/purchase for properties <$700,000 | $1650 |
| Standard sale/purchase for properties >$700,000 | $1980 |
| Aborted sale | $363 |
| Rescission/Termination of Contract | $363 |
| Application for new Certificate of Title | $424 |
| Lodge/withdraw caveat | $275 |
| Notice to complete | $286 |
| Discharge of Mortgage | $286 |
| Notional sale conveyance: without contract | $1320 |
| Notional sale conveyance: with contract <$700,000 | $1650 |
| Notional sale conveyance: with contract >$700,000 | $1980 |
| Notional sale: administration and collection of funds | $566.50 |
| Minister’s Consent | $286 |
| Novation Agreement | $286 |
| Preparation of Licence Agreement | $286 |
Land tax:
| Solicitor's hourly rate |
| Sale/purchase of retirement village property | $1870 |
| Contentious matters | Solicitor's hourly rate |
| Property owned as Joint Tenant transferred to survivor | $550 plus disbursements (expenses that need to be paid from the estate such as fees payable to valuers, court filing fees, insurance premiums, etc). |
| Mortgage | $550 |
| Production of Certificate of Title to 3rd party | $44 |
Service Standard sale/purchase for properties <$700,000 Fee (including GST) $1650 |
Service Standard sale/purchase for properties >$700,000 Fee (including GST) $1980 |
Service Aborted sale Fee (including GST) $363 |
Service Rescission/Termination of Contract Fee (including GST) $363 |
Service Application for new Certificate of Title Fee (including GST) $424 |
Service Lodge/withdraw caveat Fee (including GST) $275 |
Service Notice to complete Fee (including GST) $286 |
Service Discharge of Mortgage Fee (including GST) $286 |
Service Notional sale conveyance: without contract Fee (including GST) $1320 |
Service Notional sale conveyance: with contract <$700,000 Fee (including GST) $1650 |
Service Notional sale conveyance: with contract >$700,000 Fee (including GST) $1980 |
Service Notional sale: administration and collection of funds Fee (including GST) $566.50 |
Service Minister’s Consent Fee (including GST) $286 |
Service Novation Agreement Fee (including GST) $286 |
Service Preparation of Licence Agreement Fee (including GST) $286 |
Service Land tax:
Fee (including GST) Solicitor's hourly rate |
Service Sale/purchase of retirement village property Fee (including GST) $1870 |
Service Contentious matters Fee (including GST) Solicitor's hourly rate |
Service Property owned as Joint Tenant transferred to survivor Fee (including GST) $550 plus disbursements (expenses that need to be paid from the estate such as fees payable to valuers, court filing fees, insurance premiums, etc). |
Service Mortgage Fee (including GST) $550 |
Service Production of Certificate of Title to 3rd party Fee (including GST) $44 |
Commercial transaction fees
| Service | Fee (including GST) |
|---|---|
| Sale or purchase of commercial property | $2200 |
| Mortgage | $880 |
| Discharge of mortgage | $286 |
| Commercial lease | $1815 – 3630 |
Service Sale or purchase of commercial property Fee (including GST) $2200 |
Service Mortgage Fee (including GST) $880 |
Service Discharge of mortgage Fee (including GST) $286 |
Service Commercial lease Fee (including GST) $1815 – 3630 |
How NSW Trustee and Guardian can help
NSW Trustee and Guardian can provide you with a friendly, independent and expert service to help you plan ahead. We can help you to create your Will and choose who you want as executor to handle your affairs. Contact us to book an appointment in person or over the phone.
Contact NSW Trustee and Guardian
For general enquiries, call:
- 1300 109 290 within Australia
- +61 2 9240 0702 from overseas
More options to contact us.
Postal address
NSW Trustee and Guardian
Locked Bag 5115, Parramatta NSW 2124
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