Many existing managed funds and superannuation funds have
entry fees of up to 5%. If you have one of these investments,
you will be paying an entry fee every time you regularly
contribute or add to it. Selfinvest.com.au can stop this.
If you already have an Investment with a fund manager
either directly or through a financial planner you can
appoint Selfinvest.com.au as your fund broker and ensure that
any future contributions or additional investments you
make will not be charged an entry fee.
In order to take advantage of this offer you will first
need to download a Change
of Adviser Form. Then simply
complete and return this form to Selfinvest.com.au by post or
via fax. We will forward the change of adviser form and
a letter to the fund manager instructing them to rebate
all future entry fees on your managed fund or superannuation
fund.
Why we do this and what’s in it for us?
Selfinvest.com.au rebates the entry fees so all your money is
invested with no upfront entry fee taken out, after all
if you’re investing yourself with no advice why should
you have to pay entry fees?
Selfinvest.com.au pays for this service by receiving a trailing
commission from the relevant Fund manger of approximately
0.0-1.1% p.a. This is paid by the Fund Manager and is NOT
an additional charge to you.
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