Our Fee Schedule
Single Vendor Bond or SME Bond
Prepare a single Vendor Bond for vendor funding the sale of a business, goods or services. Includes terms sheet & loan repayment schedule: $495.00 (Inc. GST).
of SME Bonds
The first SME Bond in a ‘series’, $247.50 (Inc. GST). Each subsequent SME Bond in the same series $123.75 (Inc. GST).
Share Certificates for Investors
Prepare the first and each subsequent share certificate $123.75 (Inc. GST). Send share certificates to Directors for signing and delivery to investors.
Issue a Convertible SME Bond
There are advisor fees, company incorporation fees, legal fees, document preparation fees, lodgement fees, etc. These initial costs might range from around $5k to $10k. Issuing a Convertible SME Bond, or a series of them, can be a way to cover off those initial expenses.
Convertible SME Bonds Pricing
Issue a single (or first) Convertible SME Bond at a minimum face value of $5,000. Fee is $247.50 (Inc. GST).
If further bonds are required, each subsequent Convertible Bond, $123.75 (Inc. GST).
We will draft a legally compliant Investment Offer Document to 80% complete leaving the Client to add or provide any remaining material content, $4,400.00 (Inc GST). Payment terms: Half at commencement, balance when document accepted as complete.
Subscriber Resources & Fee Sharing
Independent Consultant/Client resources/downloads include: Application to raise debt funding; application to raise equity capital; share application forms; SME Bond application forms; transfer forms; AML-CTF Checklist, and more.
Our Independent Consultants receive 25% of our standard fee for any client service work referred to us. See our Fee Schedule.
A PTX is licensed by a company that has issued, or proposes to issue, securities by undertaking an Initial Private Offer (IPO) in order to raise funds from investors.
A PTX licence may also be granted to an accountant, solicitor, or other advisor that acts on behalf of multiple companies that have issued, or propose to issue, securities in order to raise funds from investors. Our Independent Consultants receive 25% of any PTX order submitted by them. PTXs are priced from $AU4,400.