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Creating a schedule of costs

A considered and well presented schedule of costs will:

  • clearly set out to the client the fees for the services that they are obtaining from the adviser
  • clearly set out to the client any disbursements that will be charged in conjunction with the particular immigration matter, for which the adviser is engaged
  • reduce the likelihood of disputes over fees and disbursements
  • help an adviser enforce the ability to pursue clients for payment, if required.

Some hints for creating a schedule of costs, are outlined below:

Steps Actions
Calculate the fees that the adviser will charge the client This should be done either:
  • by the hour with the estimate of time it will take to perform the services listed
  • by providing a fixed cost for the services .
Calculate the disbursements that the adviser will charge the client This should be done either:
  • at the actual amounts
  • for general disbursements, at a reasonable rate of what it costs to provide the service.
Check A schedule of costs should:
  • list the professional fees the adviser will charge for an immigration matter
  • list all types of disbursements, and any other relevant costs, that the adviser expects the client will incur; and
  • explicitly state which fees and services are subject to New Zealand Goods and Services Tax (GST) .