Are you paying entry fees on existing regular savings investments?

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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