Take back the fees and commissions on your managed investment funds
How does YourShare save you money?
YourShare helps you to refund the commissions and fees you currently pay for managed investment funds. As Australia's leading Cash-Back service
- winner of Money Magazine's Best Cash-Back Service for 2009 and 2010 - YourShare is fully owned and operated in Australia as seen on Channel Nine's A Current Affair.
| What you pay now |
What it's for |
Initial commissions |
A commission paid when you first purchase the managed fund. It is typically paid to the financial planner, broker,
or retained by the financial institution when you signed up. |
Entry fees |
A fee paid each time you deposit money into the fund. This can be up to 6% of the deposit. |
Trailing commissions |
A commission paid to your financial planner or broker each year you remain invested,
or retained by the financial institution. It can add up to hundreds or thousands of dollars taken out of your investment each year.
Typically 0.20 to 1.20% of the total value of your investment. |
How you can take back these fees
To reclaim these fees and commissions:
- Nominate YourShare as your broker for each managed fund.
- We collect the commission fees on your behalf and pay them back to you every year.
- You DO NOT have to sell or re-buy your managed funds to do this.
- The process is simple, free to use and there are no associated penalties and NO upfront fees.
- You can do this for NEW and EXISTING investments.
How much do you get back and how much do we charge?
There are no upfront fees or penalties. This is what you get back:
| The fee |
What you get back |
Initial commissions |
We refund 100% |
Entry fees |
We refund 100% |
Trailing commissions |
We refund 50% of the first $590 ($295) and 100% of the amount above $590. |
Best deal guarantee: Find a better genuine offer elsewhere and we will beat it by 10%.
All managed investment funds are available here
YourShare offers a comprehensive managed fund supermarket where you can access a wide range of managed funds. If you can't find the managed fund you wish to invest in here, simply call us so we can arrange it for you at no cost.
- Managed Funds
- Investment Funds
- Cash Management Trusts
- Master Trusts
- Wrap Accounts
- Margin Loans
- Agribusiness Funds
- Capital Protected Funds & Structured Products
See the full range available here.
Get started today to receive your first Cash-Back cheque
You can use YourShare for NEW and EXISTING investments:
It takes two minutes to get started:
Phone us on 1300 554 774
The managed fund supermarket where fees and commissions are refunded
Who is YourShare?
YourShare is Australia's leading Cash-Back service for managed investment funds*. When you purchase an investment through us, we refund the fees and trailing commissions normally paid to your financial planner or broker back to you each year
- as seen on Channel Nine's A Current Affair.
*Winner of Money Magazine's Best Cash-Back Service Award for 2009 and 2010.
How does it work?
We act as your broker and collect all fees and commissions for you.
- You get a Cash-Back cheque from us each year.
- We refund 100% of the initial commission and all entry fees.
- We refund 50% of the first $590 in trailing commissions and 100% of the amount over $590.
Learn more about how it works here
You can access all managed funds through us
We offer a comprehensive directory of managed investment funds.
If you can't find the fund you are looking for, simply call us on 1300 554 774. We'll organise it for you and have it added to our list.
5 simple steps to start taking your fees and commissions back
Most people are surprised how much Cash-Back they receive.
Step 1: Choose the managed fund/s you want to purchase with the Find a Fund Tool
Step 2: Request the PDS (product disclosure statement) from us with the Find a Fund Tool or by calling 1300 554 774
Step 3: Read the PDS carefully. You should seek professional advice if required. You can contact a "fee for service" adviser using the request contact
link.
Step 4: Complete the PDS application form and attach the payment (made out to the fund manager, not YourShare) as specified. Please ensure you attach all customer identification details as requested by the fund manager.
Step 5: Post the application to YourShare so we can add the YourShare Dealer Stamp.
YourShare Financial Services Pty Ltd.
Application Forms Department
Reply Paid 394, Sydney, NSW 2001
Note: If you have existing investments you wish to switch to YourShare please click here. There are no upfront fees or penalties.
Get started today
Use the Find a Fund Tool or call us on 1300 554 774.
Find an investment fund here
YourShare lets you access managed investment funds without the fees and charges usually associated.
YourShare is Australia's leading Cash-Back service for managed investment funds.
By purchasing managed investment funds through YourShare, you can have the fees and commissions usually associated refunded back to you. Find out more about how it works here.
Searching for new products is simple. Select the type of product you are looking
for. If you have a preferred fund manager, or particular fund, select those details
also.
|
|
|
IF YOU CAN'T FIND WHAT YOU WANT CALL US
ON 1300 554 774
|
Can't find what you're looking for? We can organise it.
If it's not listed here, we can usually organise it for you anyway. Simple call us: 1300 554 774.