Enter your practice details below

Estimated Annual Practice Revenue

Number of Authorised Representatives (including Principal/CAR)

Fee Models

(All fees exclude GST)

 PRACTICE MODELSTANDARD MODELBASIC MODEL
MONTHLY FEES
$
$
$
Principal/CAR - Base Rate
$3300
$
$1800
$
$1500
$
Additional Adviser
$1000
$ -
$1800
$ -
$1500
$ -
Revenue Split
0.00%
$ -
5.00%
$-
20.00%
$-
TOTAL
 
$ -
 
$ -
 
$ -
Total Annual Fee
 
$ -
 
$ -
 
$ -

Based on what you have entered, the most cost-efffective model for your business is the .


To see how your current licensee fee compares to AMAFA, enter your MONTHLY fee in the allocated fields under the “current licensee” column.
To get true comparison, it is important to enter ALL appropriate fees accurately. You will need to enter an amount in each field, even if it is NIL.
Once you have completed the form, it will calculate to show how your current situation compares to AMAFA.

Comparison

MONTHLY FEES CURRENT LICENSEE AMAFA
Admin/Associate Fee
 
$
 
$ -
Revenue Split
$ -
$ -
PI
 
$
 
$ -
High Revenue PI Loading
 
$
$ -
Kaplan
 
$
 
$ -
AFCA
 
$
 
$ -
Software
 
$
 
No cost for inhouse software.
ASIC Funding Levy
 
$
 
$ 173
"Other" (enter as appropriate)
 
$
 
$ -
Total Monthly Fee
 
$ -
 
$ -
Total Annual Fee
 
$ -
 
$ -
Difference$-

The AMAFA Pricing Advantage


Fees are important, but AMAFA provides several “added value” benefits and we encourage you to make a full comparison to compare us with your current license.

Added Value BenefitsAMAFA

Your Current License

Click on X if offered

Customised Fee Models

Fee are Inclusive

*ASIC funding to a maximum of $1142 per annum

Open APL/Access

A Clean Track Record

Diversify Your Business Model – Expand Your Offering

Internal Paraplanning Service

CRM and SoA Builder Available at No Extra Cost

No Mandated Software Platform

Marketing Software at No Cost

Online Automated Fact-Finding Tool at No Cost

AMAFA Internal Virtual Assistant Service

A Common-sense Approach to Compliance

A Support Team that Truly Committed to Supporting Advisers