Power of Attorney fees
Power of Attorney
$231
Choose an attorney to make financial and legal decisions on your behalf.
Includes
-
Power of Attorney document
Add-ons
Essentials package
save $231
$693
Bundle and save 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
WillSafe Storage
from
$29
Store your Will, Power of Attorney and Enduring Guardianship 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 $220 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.
Free WillSafe storage if you appoint us as executor or power of attorney.
Payment and cancellations
Payment is required at the end of the first appointment. We accept EFTPOS, Visa. Mastercard and prepaid cards. We do not accept cash, Amex or Diners cards.
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 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 exceed the fees you paid, you will be required to pay the cancellation fee at the time of cancellation.
Other fees
If you nominate us to act as your attorney, fees will apply when we actively take on the role.
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 & 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 & 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 & Guardian (fees are GST inclusive). |
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) |
|