HOW YOURSHARE WORKS WITH MASTER TRUSTS / WRAP ACCOUNTS
Regardless of whether its for Managed funds, Superannuation or Allocated Pensions, using a
Master Trust or Wrap account is a great way to:
- consolidate your investments
- simplify the investing process
- reduce paperwork for reporting and tax purposes
- gain access to many funds you would not be able to access as individuals
- access online tools to help manage your investments and investing decisions
However like all investment products these Platforms have fees and commissions payable to your fund broker and fund providers.
So…. of course you can still benefit from the YourShare service. Simply by completing the Fund Broker Nomination form and entering your Master Trust name and investor number. The best thing about this is that its just one Broker Nomination form for the Master Trust not separate ones for each fund your are invested with.
By doing this nothing changes except that YourShare are now your Nominated Fund Broker, and able to collect the trailing fees and commissions on your behalf. Also for all new investments and further contributions YourShare will rebate 100% of entry fees.
YourShare have no control or access to your funds, the Master Trust or Wrap provider still received the same payment for providing the platform services to you, everything remains the same, Except now you will also receive a Cash Rebate Cheque EVERY YEAR.
Its your money, make it work for YOU, not for someone else
If you have any questions, please see the Yearly Cash Rebate page or contact YourShare on .
