Up to 350 owners
Small Trust Plan
$99 + GST / month
The same system, at the size of a smaller trust.
Published. Transparent. No sales calls required. The same system whichever plan you are on — the price follows the size of your trust, with one-off setup quoted upfront.
Both plans are the same software. There is no cut-down version and nothing held back on the cheaper one — distributions, successions, IR filing, reporting and AGM management are in both. A smaller trust pays less because it is smaller, not because it gets less.
Up to 350 owners
$99 + GST / month
The same system, at the size of a smaller trust.
Over 350 owners
$199 + GST / month
Most trusts fall between $199 – $499 + GST/mo, depending on usage.
Both plans
Included on either plan
What sets the price
One-off
From $1,295 + GST, one-off
Small Trust Plan from $1,295 + GST. Standard Trust Plan from $1,795 + GST. If we bring your data across from another system or spreadsheets, that is extra: from $295 + GST for a small block, or from $1,495 + GST.
Data migration
From your current system or spreadsheets.
Configuration
Workflow set up to match how your trust operates.
Larger or more complex migrations are quoted clearly upfront, before any commitment.
Email us with how many trusts, how many owners, and what data you are moving from — we will send a tailored quote.