Preparation of SOA can't be done cheaply, initial meeting, SOA, present SOA, adjust. Paperwork for CSA. But also, ASIC hates the term monitoring, you are opening yourself up there - it implies you will alert or contact the client if markets change. This is different to just committing to an annual meeting.
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional