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Our Fees
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Fees for EPSS Presentations |
MOORESTRAINING provides estate planning and structuring
(EPSS ) training, publications and other advisor
services for professional bodies, dealer groups and professional advisors. (See
Presentation Topics - EPSS for current presentation topics. See
EPSS Fees for estate planning and structuring advice and documents).
Fees for
Presentations, Tutorials and Overviews
In Melbourne, Box Hill and adjacent locations, our EPSS
presentations are charged for at the hourly of $440.00 per hour (including GST,
$400 per hour excluding GST) - a one hour minimum charge applies. No charge is
usually made for the preparation of materials for the presentations. These
terms have been effective since 1 November 2006 and are reviewed annually.
Ex-Melbourne and Box Hill
Presentations
For presentations outside Melbourne, Box Hill and adjacent
locations, our time is usually charged at a daily rate of $2,640.00 (including
GST, $2,400 per day excluding GST), plus out of pocket expenses. Again, no
charge is usually made for the preparation of materials for the presentations.
For example a 6 hour presentation in Sydney would be charged at $2,640.00
including GST, plus air and taxi/car travelling time from Melbourne and other
out of pocket expenses such as airport car parking, accommodation and meals.
Where, however, a shorter presentation is booked to coincide with other
presentations or consulting projects already or subsequently scheduled in the
same city, costs are usually apportioned between the presentations.
Out of
Pocket Expenses
In addition to our presentation fees, out of pocket expenses
that we incur on your behalf will need to be met. These may include:
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Travel costs -
Where air fares (usually Qantas e-ticket, economy) are to be incurred, we need
them to be booked and paid for in advance. Note: the Frequent flyer numbers for
Allan Swan are Qantas 0917042 and Velocity (Virgin Blue) 2108847353. Costs of
road travel (including travel by car to and from airports) are calculated using
the standard Australian Tax Office approved rates per kilometre;
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Accommodation
(where regional or interstate sessions continue for more than one day or are to
commence relatively early in the morning, this may need to include
accommodation for the previous evening); and
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Meals and other incidentals (where regional or
interstate trips cover more than one standard working day) are charged in
accordance with the Australian Taxation Office's current determination.
Further Information re
Presentations
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CPE/CPD Accreditation
As part of each presentation it provides, MOORESTRAINING supplies:
. An overview of the topic;
. Learning outcomes;
. Presentation materials (ie all or part of the MOORESTRAINING Advisor
Guide for the particular topic);
. A review exercise and evaluation form; and
. Confirmation by Allan Swan of the potential CPE/CPD hours involved for a
particular presentation, eg the reference supplied for a 2 hour presentation
(excluding refreshment breaks) in May 2008 on Ruling From the Grave
would be MT5-2008/RFG/2. Such confirmation would be subject to the
presentation:
. Being relevant to the particular attendee's immediate or long term
professional needs; and
. Meeting the particular requirements of the appropriate statutory or
professional body.
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Follow Up Queries and Advice
In the event that written or verbal advice is required following a
presentation, that advice is charged at the above hourly rates.
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Photocopying and Printing
Photocopying and printing of materials is done or arranged by whoever schedules
the presentation.
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Payment Terms
All of our bills will be payable within 14 days of the date of each invoice
unless otherwise agreed in writing. Interest, at the rate fixed under the
Victorian Penalty Interest Rates Act 1983 will be charged on any amounts unpaid
at the expiry of 14 days after a bill of costs is sent to you.
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Publications - Sale by Professional Organisations and Service Providers
A range of current EPSS Advisor Guides (each comprising a PowerPoint
presentation, a resource kit of overviews and case studies, a review exercise
and an evaluation form) are available for purchase from MOORESTRAINING
- see
Our Publications.
Professional organisations, insurance companies and other service providers
are, by prior arrangement with MOORESTRAINING, able to sell them on
the following commission basis.
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EPSS Advisor Guides:
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Seller retains 100% of the sale price if the sale is associated with a seminar
that the seller has scheduled in the proceeding 12 months. Seller processes all
orders (usually by website download, email or CD).
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Otherwise, seller retains 90% of the sale price and forwards balance to
MOORESTRAINING. MOORESTRAINING then processes the orders (usually by website
download, email or CD).
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MOORESTRAINING Will Precedent Document Templates:
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Seller retains 50% of the sale price and forwards balance to MOORESTRAINING.
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MOORESTRAINING
then processes the orders (usually by website download, email or CD).
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MOORESTRAINING handles all technical queries in relation to the EPSS
Advisor Guides and the Will precedent document templates.
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Services Provided Free of Charge
In addition to the extensive, regularly updated www.MooresTraining.com.au
website library, MOORESLEGAL emails free of charge an annual update
letter to its estate planning and structuring clients and MOORESTRAINING
emails a twice yearly update bulletin to the professional advisors of those
clients.
Scope of
Presentations
All MOORESTRAINING presentations and accompanying
materials cover general legal and taxation aspects only and are not to be taken
as addressing (or providing advice) about particular investment products (for
which MOORESTRAINING does not hold an appropriate Australian Financial
Services licence) or accounting issues. For presentations or advice covering
investment product or accounting issues, a person or firm that holds an
appropriate AFS licence or accounting qualifications should be engaged.
Specific legal advice is not provided via the presentations or
materials, but can be obtained from MOORESLEGAL.
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