What is TrailCap™?
TrailCap™ has been designed to simply save you money on your managed investments, including superannuation and allocated pensions. Fees diminish your returns and that's why smart investors look for ways to reduce the fees they pay.
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TrailCap™ enables you to monitor accumulated trailing commissions on managed investments held by you, your partner, companies, trusts and/or their various superannuation funds under the one TrailCap™ account. These all count towards your annual trailing commission amount, and 50% of the amount above $300* will be passed on to you every year.
As with all managed fund investments via InvestSMART you pay NO entry fees, plus you also receive a cash payment from InvestSMART for 50% of the trailing commissions we receive from participating fund managers on your investments above $300 p.a.*
How TrailCap™ worksFund managers pay trailing commissions to intermediaries and advisers - including InvestSMART. These are not extra fees paid by you, and are generally paid out of the unavoidable management fees (MER) fund managers charge for managing your money.
However, by simply nominating InvestSMART as your fund broker (using our one-page Fund Broker Nomination Form) for your managed funds, super and allocated pension investments, we will reward you by giving you 50% of trailing commissions we receive over $300 pa.*
How much can I save with TrailCap™?With InvestSMART nominated as your fund broker you will continue to receive cash back each year for the entire life of your investments.
The table below shows some examples of how much money you can save when you nominate InvestSMART as your fund broker.
| $100,000 |
$500 |
$100 |
| $150,000 |
$750 |
$225 |
| $250,000 |
$1,250 |
$475 |
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| NOTE : Trailing commissions have been calculated at an average of 0.5%p.a. Only applicable to those participating fund managers who pay a trailing/ongoing commission to InvestSMART. |
Just think how much you could be saving over the life of your investments with InvestSMART. In addition, you will save up to 6% with our 100% entry fee rebate on all new, additional and on-going contributions.
Join for free now!It's simple and free to join InvestSMART's TrailCap™ program.
Nominate InvestSMART as your broker for all your managed funds using our online one-page Fund Broker Nomination Form.
 Learn more about TrailCap™
* The TrailCap™ program is only applicable to those funds managed by participating fund managers. It does not apply to any wholesale-managed funds, or managed funds which do not pay InvestSMART a trailing commission.
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Membership benefits...
- 100% entry fee rebates
- Cash back on your managed fund investments with our innovative TrailCap™ program
- Independent research on...
- over 1,000 managed funds
- over 300 ASX-listed Companies
- top performing suburbs/postcodes
- Access to IPOs/floats & other investment offers
- Superior investment tools...
- Portfolio manager
- Watchlists
- Alerts
- Regular investment e-newsletter
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