Our Simple Pricing

Most trustee companies have very complex detailed pricing schedules that require a law degree to understand and an actuarial degree to calculate - Rockwell Mutual has cut through all of that with very simple, and easy to understand pricing.

IMPORTANT REMINDER  - don't forget our unique Rockwell Beneficiary Profit Sharing Model .

CORE SERVICES

Fiduciary Personal Trustee Services  - a simple flat annual fee of 2 % of all Assets which are the subject of our services subject to a minimum annual fee of $2,000 which is offset by the Rockwell Mutual Beneficiary Profit Sharing Model. There is a one-off establishment fee of $2,000. 

Specialist Disability Trustee Services  - a simple flat annual fee of 3 % of all Assets which are the subject of our services subject to a minimum annual fee of $3,000 which is offset by the Rockwell Mutual Beneficiary Profit Sharing Model.  There is a one-off establishment fee of $3,000. 

Executor Services  -  for either our Executor Assist or a full Estate Administration Service a simple flat one off fee set as a negotiated %  ( percentage) of all Assets which are the subject of our services subject to a minimum fee of $4,000 . We are happy to discuss and set our fees on a case by case basis based on your particular needs. 

OTHER SERVICES

If we engage any third party to undertake Specialist Services for your benefit  ( eg lawyers, real estate agent, accountants, investment advice fees, property maintenance, financial planners etc )  or if we secure a Rockwell Mutual Bulk Discount  for you eg reduced rates or costs or savings on your electricity, gas, insurance, groceries, mobile plans, pharmaceuticals, uber etc .. we operate on a complete " open book" basis like a builder. 

You see the invoice and we add a small service fee of 10% for any Specialist Services we engage on your behalf and  just 7% of any Rockwell Mutual Bulk Discount you use. These fees cover our costs of overseeing and managing those services and securing these exceptional benefits and saving for you  - all very open, very transparent and very clear. 

All of the fee above are calculated daily, paid monthly in arrears and are ex- GST. Unlisted Asset values ( eg property, antiques etc)  are generally re-calculated annually on 30 June of every year for the next 12 months in advance.

IMPORTANT REMINDER  - don't forget the Rockwell Mutual Beneficiary Profit Sharing Model  which benefits you directly and offsets to LOWER our FEES !