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AFSL 222640 · Global Mutual Funds Pty Ltd

Read this first: these are indicative figures reported by third-party sources, not MyMoney® transaction data. Use them to sense-check a quote, not to set expectations for your situation.

The index

DomainServiceIndicative figureBasis & sources
Financial PlanningOngoing advice fee (per client, per year)$4,668 median

Median reported for 2025; reported as an 18% rise on the prior year

Financial PlanningAsset-based advice fee0.8% – 1.1% of funds p.a.

Typical range published in industry fee guides

Published by advice practices; treat as indicative.

Home LoansBroker commission (lender-paid)0.65% – 0.70% upfront; 0.15% – 0.20% trail p.a. (plus GST)

Typical residential lender commission rates; usually no direct fee to the borrower

Commissions must be disclosed in the broker’s credit proposal disclosure.

TaxStandard individual tax return$150 – $400 typical

Range reported for straightforward returns; complex returns (rental, CGT, foreign income) cost more

Fees paid to a registered tax agent are generally deductible (ATO).

BookkeepingFreelance / contract bookkeeper$45 – $85 per hour

National range; registered BAS agents typically at the upper end

Audit & AssuranceSMSF annual audit$550 median; $641 average (2022-23)

Derived from fees reported by trustees in SMSF annual returns (ATO data)

Not yet indexed

  • Insurance: Broker remuneration is mostly premium-based commission that varies by product; no reliable public benchmark found yet.
  • Business & Asset Finance: Commission and brokerage vary by lender and product; no consistent public dataset found yet.
  • Accounting (small business): Fixed-fee packages vary widely by scope; published ranges are not like-for-like.
  • Cybersecurity: Engagements are highly scoped (assessment, managed service, incident response); no public benchmark found yet.
  • AI & Automation: Market is too new for a reliable fee benchmark.

Methodology

  1. We searched publicly available Australian sources — regulator data, industry reports and published fee guides — for each of our 10 professional domains.
  2. A figure is included only where a named, linkable source reports it. Where sources disagreed we show the range they report and name each source.
  3. We record the basis of each figure (median, average or typical range) exactly as reported, without adjusting or averaging across sources.
  4. Domains without a reliable public figure are listed as “not yet indexed” rather than estimated.

Limitations

  • This is not MyMoney® transaction data. The platform does not yet hold enough fee data to publish its own figures, and we will say so until it does.
  • Several sources are published by firms that sell the service; their ranges may reflect their own pricing.
  • Figures are national and indicative. Location, complexity and scope change what you will actually pay.
  • Dates differ between sources; each source reflects its own reporting period.

Got a quote that looks off? Ask what to check before you sign.

General information only. Compiled by Global Mutual Funds Pty Ltd (ABN 20 090 555 436, AFSL 222640) from third-party sources we have not independently audited. Not a recommendation of any provider or price. Financial Services Guide.