Send the completed form within 2 weeks and receive 100% commission on your first refund
PLUS We’re the only commission provider to refund 60% of your commission from the first dollar!

Pull out and Identify your policies!

Find your various policies. they could be either Superannuation, Allocated Pensions, Managed Funds, Life Insurance, Trauma and TPD Insurance.

Identify the policy numbers and the companies from which you bought them, and check if your contact details are current. (Please note Industry Funds and Government Super Funds do not pay commissions.)

Download the broker nomination form!

Simply click here to download a broker nomination form to get started or call Refund Easy on 1300 992 889 and we can fax, post or email the form to you.

Send us your nomination form!

the form can be Faxed, Posted or Emailed to us. Once we receive your completed form, we will lodge it with the appropriate Insurer or Fund Manager and inform you when the transfer has been completed. By nominating Refund Easy as your broker it does not alter your investment in any way.

That’s it! Too Easy.

We will start delivering your refunds every single quarter!

It doesn?t get any easier than that to save money!?

That?s why we?re called REFUND EASY!

  • It will not trigger any capital gains tax issues
  • You will still own and control the investment/policy
  • Refund Easy cannot transact on your investment
  • You will now receive a quarterly cheque for the trail commission less our low percentage based fee across all your investments (not per investment)
  • No entry fees will be charged on future investments
  • No extra fees or charges are levied on your fund.