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HOW YOURSHARE WORKS WITH PENSIONS AND ANNUITIES

Superannuation | Personal & SMSF's | 9% Compulsory | Pensions & Annuities | FAQ

If you have decided to control your retirement income through an Allocated Pension or Annuity, then you too can utilise the YourShare Yearly Cash Rebate service.

Just complete the Fund Broker Nomination form to appoint YourShare and then we can start to collect your trailing commissions, and rebate YourShare to you each year.

Nothing changes, you still receive the income you have requested, we do not have any access to your investments, the only thing that changes is you get additional cash rebated to you EVERY YEAR!

As an example if you have $1,000,000 invested in an allocated pension, assuming a trail of 0.5%pa, Each year YourShare will rebate you $2,700 cash. And as your investments grow, so to will the amount of rebate we can send you EVERY YEAR.

Its important to get the most out of your retirement savings. YourShare is a great service to assist you in capturing part of the fees and commissions that your investments are generating now.

If you have any questions, please call YourShare on 1300 554 774, or complete an online contact form. YourShare also have associated Fee for Service Financial Advisers and Accountants you can contact for those times in your life where you would like these services - and still be able to take advantage of the YourShare Yearly Cash Rebate service.

You've worked hard for your money, make it work hard for YOU.

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