Financial intermediary services for IF clients fees

Effective 1 July 2024

For Financial intermediary services provided on or after 1 July 2024 to IF clients
Service DescriptionTAC Item NumberMaximum
Payment
Rate -  Non registered for GST
Maximum
Payment
Rate - Registered for GST
Financial Intermediary hourly rate for support to IF clients. Limit of 4 hrs per month plus reasonable travel. CAP606$66.16$72.78
For Financial intermediary services provided between 1 July 2023 and 30 June 2024 to IF clients
Service DescriptionTAC Item NumberMaximum
Payment
Rate -  Non registered for GST
Maximum
Payment
Rate - Registered for GST
Financial Intermediary hourly rate for support to IF clients. Limit of 4 hrs per month plus reasonable travel. CAP606$63.73$70.11
For Financial intermediary services provided on or after 1 July 2024 to IF clients
Service DescriptionTAC Item NumberMaximum
Payment
Rate -  Non registered for GST
Maximum
Payment
Rate - Registered for GST
Financial Intermediary hourly rate for support to IF clients. Limit of 4 hrs per month plus reasonable travel. CAP606$66.16$72.78
For Financial intermediary services provided between 1 July 2023 and 30 June 2024 to IF clients
Service DescriptionTAC Item NumberMaximum
Payment
Rate -  Non registered for GST
Maximum
Payment
Rate - Registered for GST
Financial Intermediary hourly rate for support to IF clients. Limit of 4 hrs per month plus reasonable travel. CAP606$63.73$70.11