Yearly Cash Back Service
It's now easy to get your Yearly Cash Rebate on your existing and new Managed Funds, Superannuation, Pensions, Annuities, Master Trusts, Wrap Accounts, Margin loans and Insurance policies.
- stop paying entry fees on all further contributions
- no lock in contract and no upfront charge to you
- no change to your existing investments fees or performance
- you do not have to sell and re-buy your funds
- YourShare have no control over your investments
- everything remains the same – except now you will receive a cash rebate cheque every year
...and get more of your money
read more about the Yearly Cash Rebate service
Savings Calculators
The table below sets out the total you will save with YourShare, assuming entry fee of 5%, trailing fees and commissions of 0.5% pa, and your funds grow at 7.5% pa (typically trails range from 0.25% to 1.1% pa).
| Current Investment |
Monthly Contribution |
Total Cash Back and Savings to YOU |
| |
|
5 years |
10 years |
15 years |
20 years |
30 years |
| $25,000 |
$100 |
$803 |
$2,048 |
$3,933 |
$6,740 |
$16,931 |
| $50,000 |
$200 |
$1,605 |
$4,097 |
$7,867 |
$13,481 |
$33,861 |
| $100,000 |
$500 |
$3,623 |
$9,292 |
$17,913 |
$30,792 |
$80,592 |
| $500,000 |
$1,000 |
$11,929 |
$31,106 |
$61,693 |
$108,702 |
$284,018 |
| $1,000,000 |
$5,000 |
$39,469 |
$104,294 |
$205,665 |
$359,714 |
$929,134 |
...and see how much cash you will recieve
Testimonials
"Thanks for the update and being proactive in chasing the inital commission rebate payment up. Thanks again for your great service" - Warwick
Case Studies
Client aged 40 has $80,000 invested in a superannuation fund, adding $791 a month. The trail on the superannuation account is 0.54% pa. YourShare has reduced the client's initial commission from 4% to 0%, adding an additional $31.65 to the client's superannuation account each month. Assuming conservatively that the client does not increase their monthly contribution amount and that funds grow at 7.5% pa, over the next 25 years:
- the total yearly cash rebates received by the client will be $34,061
- the savings in entry fees reinvested into the client’s account yields another $27,765
YourShare will save this client $61,826
New Investments - with No Entry Fees
Stop paying entry fees, and start collecting your trailing fees and commissions towards your Yearly Cash Rebate service.
YourShare provides a comprehensive fund supermarket where you can access all fund managers to invest in:
- Managed Funds, Superannuation, Pensions, Annuities, Master Trusts, Wraps Accounts and Margin Loans.
If you can not locate the funds you are interested in on the 'Find a Fund' page link below, simply contact YourShare directly and we will have the fund PDS to you within 24 hours.
Insurance Policies
YourShare can also help to claim back the fees and commissions you pay on new personal insurance policies. Simply contact YourShare and advise the insurance cover you are seeking, and which insurance companies you would like the cover from. YourShare will do the rest.
