Financial Advisor Invoice Generator for Serbia
Create professional financial advisor invoices for clients in Serbia. This free invoice generator combines financial advisor-specific billing practices with Serbia's tax requirements (20% PDV) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Serbia Tax Information
PDV (VAT) is 20% standard, 10% reduced. Registration above RSD 8 million turnover. Source: Serbian Tax Administration.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Serbia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Serbia
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 Serbia?
Serbia has 20% PDV. PDV (VAT) is 20% standard, 10% reduced. Registration above RSD 8 million turnover. Source: Serbian Tax Administration.
What payment methods are common for financial advisors in Serbia?
Common payment methods in Serbia 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 Serbia?
Your invoice should include: PIB number, MB (registration), Client PIB, 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?
Serbia has 20% standard VAT and 10% reduced rate for essential items. Some goods and services are exempt.