Prime Pricing

Contents Pricing SoA Fee Implementation Fee Ongoing Fees Self Directed – Self Directed Investor Service Collaborative – Self Directed (50%) & SMA’s (50%) Full Advisory – Complete Advisory Service

SoA / Implementation Pricing SoA Fees $2,000 / $3,000 / $4,500 + GST depending on complexity Implementation Fees Separately Managed Accounts (SMA), Managed Funds, TDs 0.5% +GST ASX listed securities 1.0% +GST

Prime 3 Tier Investment Advisory Service

Ongoing Service Fees Our platform enables us to offer a broad service offering for clients – effectively 3 tiers of Investment Advisory Service* *Fees for the above 3 Service Offerings INCLUDE Macquarie Administrative Fee, SMA Fee (where applicable) & GST. Does NOT INCLUDE ICRs (Indirect Cost Ratio). FUM $500K $1M $2M Self Directed $2,460 (0.49%) $3,560 (0.36%) $4,560 (0.23%) Collaborative $4,273 (0.85%) $6,885 (0.69%) $10,910 (0.55%) Full Advisory $7,327 (1.47%) $13,102 (1.31%) $20,092 (1.00%)