Other Cash-Back Products

The YourShare Yearly Cash-Back service is a great free service that works with your new and existing Cash Management Trusts (CMT’s) where trailing fees and commissions are paid.

The service is free to use and your CMT does not change, other than YourShare becomes your broker.

Existing Cash Management Trusts

Simply register your existing CMT with YourShare today

New Cash Management Trusts

Steps To Open A New CMT Through YourShare

1. Decide on the CMT you are interested in.
2. Request the PDS and Application from YourShare.
   Use the YourShare Find a Fund tool to request the PDS and application form, or contact YourShare on 1300 554 774.
3. Read the PDS carefully.
   Seek professional advice if required. If you would like contact from a truly fee-for-service professional adviser, please use the request contact link.
4. Complete the Application form in the PDS.
   Attach a cheque or other payment details as specified. (Please ensure you attach all customer identification documents as requested by the fund manager. And all payments are made out to the fund manager and not to YourShare)
5. Post the application to YourShare for checking and to ensure the YourShare dealer stamp is applied.
   
   YourShare Financial Services Pty Ltd
   Application Forms Department
   Reply Paid 394, Sydney, NSW, 2001

Selling a Property

When you are considering selling your property under the YourShare Yearly Cash-Back service, it is important that you have not contacted the real estate agents first.

Simply contact YourShare with the details of the real estate agents in your area you would like to work with, and we will do the rest. (If you are unsure we are happy to advise real estate agents in your area)

YourShare will contact these agents and arrange for them to visit you and discuss their services and expected details of the sale at a time that is convenient to you.

All you need to do is select the agent you would like to work with, and once your property has sold we will collect a referral fee from your agent. The proceeds of the referral fee will go towards your Yearly Cash-Back account.

Landlords Renting a Property

Much like selling agents, real estate property managers may also pay referral fees on the property management services they provide.

If you own an investment property, or are considering purchasing an investment property, please contact YourShare and we will arrange for real estate property managers to meet with you to discuss the property management services you require.