Get cash back on advisor commissions with InvestSMART
If you have a managed fund, the fees you pay probably include a commission to an advisor – even if you don’t use one!
However, if you have a managed fund with a participating fund manager, including Colonial First State, BT, AMP, Perpetual and Macquarie, you could receive cash back on these commissions.
That’s because when you nominate InvestSMART as your funds broker you automatically join TrailCap™ which means each year we’ll send you a cheque for 50% of the trailing commissions we are paid by participating fund managers on your family of investments over $300 p.a.*
There is no cost to you and many members receive a substantial payment every year.
To make sure you’re getting the most out of TrailCap™ you need to nominate InvestSMART as your fund broker on your existing investments.
It’s a simple process that takes 5 minutes and you don’t need to change out of your existing investments so there are no associated costs or penalties. Plus, by transferring to InvestSMART you’ll also benefit from our 100% entry fee rebate on all future investments.
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