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!

First step: What can we refund?….We refund trailing commission to you quarterly

You can receive a refund on some of the most important policies you own!

It?s EASY to get a REFUND on the trail commissions you?re paying for your:
? Superannuation
? Allocated Pensions
? Managed Investment Funds
? Life Insurance
? Income Protection Insurance
? Trauma and Total & Permanent Disability (TPD) Insurance
? Margin Loans

Simply by nominating Refund Easy as your broker, we will post you a refund cheque or deposit your refund in your bank account every quarter.

Have you lost touch with your Financial Planner?

This is how it normally goes for many customers ?

You establish your policy or super fund and start paying the premiums and contributions, as well as the yearly commissions that go along with them. You will probably never give those commissions another thought because you accept that they?re just part and parcel of owning such a policy. It?s ok; most people don?t question these costs, and they pay up, year after year.

If you have LOST TOUCH with your Financial Planner
or want to do your own thing,
you CAN and SHOULD pay a whole lot LESS!

Policies such as these are set up with long-term plans in mind. They don?t always need babysitting. You may not need any kind of advice for ages from the financial planners to whom you?re paying the trail commissions. But you do have to appoint a broker.

Now, we ask you ?

Why pay BIG dollars for nothing when you can
have this commission REFUNDED to you?

As we said, you do have to appoint a broker. When you appoint Refund Easy as your broker, we will refund those commissions to you quarterly, not annually.

It?s EASY to get a REFUND on the commissions built into your investment and insurance policies; you could be paying commissions of up to:

  • 0.6% trailing commission on Superannuation, Allocated Pensions & Managed Investments.
  • 10%-32% on Income Protection, Disability Insurance, Death and TPD Insurance.

This can add up to hundreds if not thousands of dollars. Simply by nominating Refund Easy as your broker, we will post you a refund cheque or deposit your refund into your bank account every quarter.

Here is an example of how it works:

Example: Super Funds $250,000 x 0.5% $1,250
Managed Funds $50,000 x 0.5% $?? 250
Insurance Premiums $1,500 x 10% $?? 150
$1,650
Less Refund Easy low percentage based admin fee $?? 280
YOUR REFUND $1,370

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 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.

    • We refund 60% of the commissions we collect back to you and retain 40% up to a maximum of $280 pa per couple and then refund 100% above this to you QUARTERLY.

    The most we retain is $280 pa per couple, not per person.

    By choosing Refund Easy you get more trailing commissions refunded more often!

Continue to step 2 and learn how YOU can claim your refund!