Fee Adjustment Notice

Fee Adjustment Notice – WL Advisory

Effective Date: 01/07/2026
Prepared by: WL Advisory
Document Purpose: To explain and provide formal notice of fee adjustments in accordance with our engagement terms.

Purpose of this Notice

This document explains and serves as formal written notice of fee changes in accordance with the Engagement Terms & Conditions you agreed to with WL Advisory. It ensures transparency and satisfies the two-week notice period requirement under our engagement agreement.

Engagement Clause Reference – Clause 10: Fees and Payment

As outlined in Clause 10 of our Terms & Conditions:

“We reserve the right to increase the fee by 3 to 8% on an annual basis and may provide at least 2 weeks’ notice of the fee increase to you in writing. Your continued instructions are taken to be acceptance of the fee increase and you will be required to make monthly payments in accordance with these Terms & Conditions.”

Further:

“You acknowledge that the hourly chargeable rates of our team members may change by a fixed amount and you will be provided with at least 2 weeks’ notice of the change in writing. Your continued instructions are taken to be acceptance of the fee increase…”

This document provides written notice in line with those requirements.

Updated Rates Effective from 01/07/2026

The following updated fee structure will apply from 01/07/2026:

Notes:

• • It applies to one‑off accounting or annual tax planning, tax advice, tax research, software training sessions, document reviews, and specialist work outside the scope of regular services.
  • It may vary depending on the complexity of the work and the seniority of the professionals involved.

No Action Required

There is no action required from you. Your continued instructions after the effective date will be taken as acceptance of the updated fee structure.

Should you have any questions or concerns, please feel free to contact us at any time on 02 9188 5017, or by email clientservices@wladvisory.com.au