P: 1300 790 110 | E: firstname.lastname@example.org
I/We hereby instruct Redwood Advisory Pty Ltd to provide the necessary documentation to establish the above named fund and agree to the fee specified.
I acknowledge that I am not a Disqualified Director and the accuracy of the documentation is dependent on the information provided and I certify that the above information is true and correct.
I/we agree to the following fees:
Establishment fee $900; including Corporate Trustee; Monthly Administration Charge of $89.99 per month or $1080 annually. For pension funds, an annual fee of $1,480 will apply or $123.30 per month. For the first year of operation, the fund will incur a fee of $1080 (accumulation) or $1,480 (pension);
All amounts exclude GST