Financial Advisor Invoice Generator for Croatia
Create professional financial advisor invoices for clients in Croatia. This free invoice generator combines financial advisor-specific billing practices with Croatia's tax requirements (25% PDV) and preferred payment methods like Bank Transfer and Credit Card.
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Croatia Tax Information
PDV is 25% standard, 13% reduced, 5% super-reduced. OIB required. Fiscalization mandatory for cash. Source: Croatian Tax Administration.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Croatia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Croatia
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Croatia?
Croatia has 25% PDV. PDV is 25% standard, 13% reduced, 5% super-reduced. OIB required. Fiscalization mandatory for cash. Source: Croatian Tax Administration.
What payment methods are common for financial advisors in Croatia?
Common payment methods in Croatia include: Bank Transfer, Credit Card, Cash, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Croatia?
Your invoice should include: OIB number, Business address, Client OIB, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What PDV rates apply in Croatia?
Croatia has 25% standard VAT, 13% for tourism/restaurants, and 5% for essentials. EU directives apply.