This calculator can be used to obtain the dollar amount for FDS/Consent when fees are paid under a percentage arrangement. You are required to use current balances with:

  • Known contributions
  • Known withdrawals/pension payments
  • Fees

This template can be used for consent for Fixed Term contracts from 1 July 2021. Please be aware some providers required their own forms to be completed.

This template can be used as a base for your AFSL template from 1 July 2021. Please be aware that some providers require their own consent forms.

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Location
Level 15, 20 Bond Street
Sydney NSW 2000

Phone:
1800 945 160

Email:
enquiries@lavista.com.au

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