The Truth about Fees
Entry fees are normally deducted from your initial managed fund investment as well as all additional and regular investments. These entry fees are on average 4% and are charged regardless of whether you invest directly with a fund manager or whether you use a financial planner.
Invest in any managed fund, superannuation fund or pension fund in Australia through InvestSMART, including any products available under our WealthBuilder service and we will rebate 100% of the entry fee that would otherwise be charged.
InvestSMART rebates 100% of these entry fees, meaning you get the benefit of every cent you invest - and over the life of your investment that can make a big difference.
How much can I save?
| How much can I save? | ||||||||||||
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| That's an immediate saving of $400! |
Existing Investments
If you already have managed funds, simply nominate InvestSMART as your fund broker on those investments to save on these fees in future. Nominating InvestSMART is easy - simply complete our online Fund Broker Nomination Form, sign it then return it to InvestSMART by post or fax. We will forward this to the fund manager instructing them to rebate all future entry fees.
| How it works | Why FirstChoice? | Research leads to confidence |
