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Refer a Friend Rewards
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Yearly Cash Back Service
It's now easy to get your Yearly Cash Back 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 Back cheque every
year
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Current Investment
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Monthly Contribution
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Total Cash Back and Savings to YOU
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5 years
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10 years
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15 years
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20 years
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30 years
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$25,000
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$100
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$803
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$2,048
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$3,933
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$6,740
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$16,931
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$50,000
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$200
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$1,605
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$4,097
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$7,867
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$13,481
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$33,861
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$100,000
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$500
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$3,623
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$9,292
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$17,913
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$30,792
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$80,592
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$500,000
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$1,000
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$11,929
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$31,106
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$61,693
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$108,702
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$284,018
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$1,000,000
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$5,000
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$39,469
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$104,294
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$205,665
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$359,714
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$929,134
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Savings Calculator
The table 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 1.2%pa).
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Testimonials
"Thanks for the update and
being proactive in chasing
the initial commission rebate
payment up. Thanks again
for your great service" -
Warwick
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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 clients account yields another $27,765
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click here
...... to read more testimonials
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YourShare will save this client $61,826
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click here
...... to read more case studies
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Stop paying entry fees, and start collecting your trailing
fees and commissions towards your Yearly Cash Back
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 interest 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.
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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.
Read more about new investments
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