Managed Funds Investing - No Advice Commission Refund Service

Many Australians are unaware of the trailing commissions being charged on their Managed Fund. Trailing commissions of up to 0.60% can be included in the cost of the fund. This may be paid to a financial adviser in return for financial planning advice or if no planner is nominated on a fund then the platform provider retains this money.

For investors who want to do their own investing, or do not want to use a financial planner this trailing commission can now be refunded to them by nominating Refund Easy as their broker.

For those with Existing Superannuation Funds

Simply nominate Refund Easy as your broker. Please complete a separate form for each platform you have.

By nominating Refund Easy as your broker it does not alter your investment in any way.

• 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 monthly 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.

New Managed Funds Investments

We understand it's all about choice, so we will lodge investments on your behalf with no entry fee on a no advice basis. (Click here for No Advice Investment Lodgement Service.)