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HOW YOURSHARE WORKS WITH MANAGED FUNDS

YourShare works with all Fund Managers and Fund Platforms, is completely independant, and can provide you access to all licenced Managed Funds available in Australia.

YourShare was created to help the independant investor achieve greater results from their invested assets, and to encourage greater transparency in financial dealings.

To find out more about the YourShare Yearly Cash Rebate service click here. Or simply download the fund broker nomination form, and start getting your share today.

YourShare specialises in Commission Rebates to YOU on:

- Existing investment trailing fees and commissions

- 100% entry fee rebates on all new investments and further contributions / regular savings plans


Once you Nominate YourShare as your Fund Broker, YourShare will collect these fees and commissions on your behalf and send you your Yearly Cash Rebate cheque every year.

YourShare also provides a range of other easy to use services:

  • Access to Online Fund Prospectus's for New Investments, through the Find a Fund tool, or by calling YourShare direct
  • Access to the YourShare suite of investment tools, calculators and fact sheets
  • Free online YourShare account, to help manage your Managed Funds, Superannuation, Allocated Pensions, Margin loans and Master Trust / Wrap accounts
  • Access to a YourShare associated Accountants and Finance Professionals when (and only when) you request
  • Access to YourShare special member offers

Nominating YourShare as your Fund Broker is how you get started

  • there are no associated costs
  • your investments are not affected
  • your fund manager still charges the same management fee and gives you the same service 
  • you do not have to sell and re-buy your funds
  • YourShare have no access to your investments, and all control remains with you.

Fill out 1 quick form and YourShare will do the rest

EXISTING INVESTMENTS AND REGULAR INVESTMENT PLANS

Each year fund managers pay trailing commissions to the organisation or adviser that introduced you to their fund or investment platform. Or where no introducer is known the fund manager retains these commissions. These payments typically range from 0.25% to 1.1% of the total value of your investments.

When you nominate YourShare as your Fund Broker, you will automatically participate in the Yearly Cash Rebate service, where YourShare will send you a cheque each year for your share of the annual trailing commissions that your investments generate.

Nominating YourShare is so simple;

  1. Complete the one short Fund Broker Nomination Form
  2. Post (Reply Paid 394, Sydney NSW 2001) or fax (1300 553 443) the form to YourShare
  3. YourShare will do the rest, and notify you once all is completed
  4. Receive your Yearly Cash Rebate
  5. Oh and the best bit....spend or re-invest your cash rebate

If you are confused about the process, or have a question, contact YourShare online or call on 1300 554 774. We are always happy to help.
                                                                                                                        

NEW INVESTMENTS AND NEW REGULAR INVESTMENT PLANS

YourShare is also a managed fund supermarket, offering you access to all fund managers products and investment platforms.

YourShare offers the folowing:

  • 100% rebate of all entry fees and sales commissions on new investments and investing plans where YourShare is the nominated broker. Normally you can expect to pay up to 5% of the amount you invest
  • All new investments automatically participate in the YourShare Yearly Cash Rebate service.

To participate simply ensure that all Product Disclosure Statements (PDS) you complete have the YourShare broker details on the application form before you submit it to the fund manager. All PDS documents downloaded from the YourShare site will have these details automatically completed. Or contact YourShare and we will advise the YourShare broker details for your selected fund manager.

WRAPS, MASTER TRUSTS, INVESTMENT PLATFORMS

Wraps, Master Trusts, Investment Platforms are similar to direct managed funds, superannuation and allocated pensions in that they have fees, charges and commissions associated with investing through them. YourShare works just as well with these platforms

  • New investments - YourShare will rebate 100% of all entry fees and sales commissions, and automatically particate in the Yearly Cash Rebate service.
  • Existing investments – All existing investments where you nominate YourShare as your fund broker will participate in the YourShare Yearly Cash Rebate service – that’s money back to you every year that you hold your Wrap, Master Trust or Investment Platforms.

INVESTOR TOOLS

YourShare members have access to a free online account to help manage your investments, plus access to the full suite of YourShare investor tools.

Fill out 1 form and YourShare will do the rest

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