HOW YOURSHARE WORKS WITH PERSONAL SUPERANNUATION AND SMSF'S
Superannuation |
Personal & SMSF's |
9% Compulsory |
Pensions & Annuities |
FAQ
If you make contributions to superannuation outside of your employers fund through:
YourShare is the perfect solution for YOU
Just complete the Fund Broker Nomination Form with the basic details of the funds that you have invested with and YourShare will do the rest and start to collect the trailing commissions on your behalf.
Your investments are not affected, there is not buying or selling, YourShare have no access to your money, its just a transfer of fund broker. (for more information look at our Yearly Cash Rebate page and FAQ's)
Example
John Smith has accumulated $300,000 which is invested across 2 AMP Superannuation funds. John contributes $500 a month towards his superannuation. For each further contribution to the funds the Initial fee (contribution fee) is 4.5%, and the ongoing advisor fee (trail fee) is 0.5%pa.
| Investing With |
Initial Fee p.a on further contributions
|
Annual Trailing Fee Paid
|
Trailing Fee
Rebated
|
| No Adviser |
$270
|
$1,500
|
$ 0
|
Adviser
|
$270
(some may negotiate this)
|
$1,500
|
$ 0
|
Investing though YOURSHARE
|
$0
|
$1,500
|
$ 750
(Yearly Cash Rebate)
|
This money should then be re-invested back into your superannuation fund.
Wouldn’t YOU rather have this money ?
And the amount rebated back every year will continue to grow as the value of your investments grows.
