Fehlende zeitbasierte Abrechnung bei Stundenhonoraren

Definition

Australian guidance acknowledges hourly rates as a standard component of financial advice pricing, typically ranging from AUD 275–550 per hour for advisers.[1][3][4][6] The Financial Advice Association Australia’s guidance on apportionment methods stresses the need for “accurate, contemporaneous and robust” timekeeping where fees are calculated on an itemised hourly basis, especially to determine the tax-deductible portion of advice fees.[2] When such timekeeping is weak, advisers may exclude or under-record time spent on tax-related activities, research, strategy modelling or follow-up, which directly reduces the billed hours. For example, if an adviser with a nominal 1,000 billable-hour target per year loses 10–20% of time to untracked activities, that is 100–200 unbilled hours. At a realistic rate of AUD 300/hour, this equates to AUD 30,000–60,000 in lost potential revenue per adviser per year. Even at the lower end (AUD 275/hour and 50 unbilled hours), the leakage is ~AUD 13,750. These amounts are logic-based calculations grounded in published hourly rate ranges and common utilisation benchmarks.

Why This Matters

The Pitch: Australian advice firms 🇦🇺 give away 10–30% of their hourly billable time by not recording it accurately. Automating time capture and linking it to invoices can recover AUD 15,000–60,000 p.a. per adviser.

Affected Stakeholders

Financial advisers, Senior planners, Paraplanners (when billed by the hour), Tax-focused advisers providing complex strategy work

Related Business Risks