Schedule of Fees  

MPS Clients
1.25% flat fee (subject to $50 minimum)  

Managed Portfolio Services (MPS) Fees 
First $250,000 - 1.20%
Next $250,000 - 0.90%
Over $500,000 - 0.60%  

Exchange Traded Options Brokerage
Up to $5,000       Minimum $75.00
Over $5,000        1.5% flat  

Financial Planning Fees 
Transaction Based Services
Entry Fees and Commissions - 4.00%
Ongoing Commissions  - 0.67% (May vary depending on the actual product)  

Fee Based Services
Initial Consultation - Nil
Hourly Rate - Minimum $170

Full Financial Plan     
Cost dependent on time involved in preparation - Minimum Charge $500

Equities Brokerage 
Depending on the volume and size of orders, flat rates may be negotiated with your adviser but, as a guide, the minimum rates are:  

Up to $3,000      Minimum $75.00
Over $3,000       2.5% on first $5,000
                              2.0% on next $10,000
                              1.5% on next $35,000
                              1.0% on the remainder

ABN AMRO Morgans Limited A.B.N. 49 010 669 726 - AFSL 235410
A Participant of ASX Group - A Principal Member of the Financial Planning Association