SUPERANNUATION AND YOURSHARE
Superannuation |
Personal & SMSF's |
9% Compulsory |
Pensions & Annuities |
FAQ
If like most Australian Adults you have Superannuation or a Pension, then you could be receiving a cheque from YourShare every year.
Superannuation is a very important part of your planning for the future. At YourShare we want to help you make the most of your Superannuation and Pension assets. Nominating YourShare allows us to collect the fees and commissions generated by your assets and rebate these back to you each year. To find out more about the YourShare Yearly Cash rebate service click here.
YourShare works with individuals and companies on:
The majority of Superannuation / Pension funds pay trailing commissions. The amount of the ongoing commissions paid varies between funds and fund managers. Typically these range from 0.25% - 1.1% pa of the value of your assets. There are also some industry funds that do not pay trailing fees. If you would like to check how much trailing commission your fund is paying each year Contact YourShare today on 1300 554 774.
YourShare offers the following services for your Superannuation and Pensions:
- total transparency in financial services and dealings
- 100% rebate of all entry fees on further contributions
- Cash back each year of the fees and commissions generated from your superannuation - currently being paid to others
- Access to the YourShare suite of investor tools, Investment fact sheets, Superannuation / Pension fact sheets and Financial calculators
- YourShare online account to help you keep all your Fund details in one central location
- Referrals to YourShare of friends and colleagues
- Access to YourShare member offers
- YourShare does not offer Financial Advice, however you can Request contact from a true fee for service Financial Adviser or Accountant when (and only when) you wish
Superannuation is very important.
Nominating YourShare to collect YOUR trailing fees and commissions:
- Has no impact on your Fund performance
- You remain in total control of your funds
- There is no lock-in term or contract
- No change to the fees and charges your fund charges you
- Everything remains the same, except now you will receive a cheque every year for your Yearly Cash Rebate
YOURSHARE IS THE PERFECT SOLUTION FOR YOU
All you need to do is complete the Fund Broker Nomination Form with the basic details of the funds that you have money with and then 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, we have no access to your money, it's just a transfer of fund broker. YourShare is a non-advisory service.
Example
John Smith has accumulated $200,000 which is invested in an AMP Superannuation fund. John contributes $500 a month to his superannuation fund. For each further contribution to the fund 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
|
$1,000
|
$ 0
|
Adviser
|
$270
(some may negotiate this)
|
$1,000
|
$ 0
|
Investing though YOURSHARE
|
$0
|
$1,000
|
$ 500
(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 to you every year will keep growing as the value of your investments grow.
