We want to provide you with the best service possible. If you know there are fees and commissions on a product, tell us and we will work to be able to get this money back for you each year.
The Cash-Back service is free to use and works with your new and existing products where trailing fees and commissions are paid. Your products do not change, other than YourShare becomes your broker.
Master trusts and Wrap accounts are common forms of Superannuation funds, Pension funds and Investment funds. Most people with these products are not familiar with the terms Master trust or Wrap accounts. If you have one account number, but can invest in multiple investment options, then most likely you have either a Master trusts or a Wrap account.
It is easy to register these products with your Yearly Cash-back service, simply use the sign up page to register your name and account number.
Put simply a margin loan is a loan taken out to invest in shares or managed funds where the security you provide to the lender is your existing cash, shares or managed funds. As with all forms of borrowing this increases the total amount you can invest, and your potential gains and losses are magnified.
The YourShare Yearly Cash-Back service works with your new and existing Margin Loans where trailing fees and commissions are paid. The service is free to use and your margin loan does not change, other than YourShare becomes your broker. To register your existing loan please use the sign up page, or please contact our friendly customer services team to find out more.
Whether you are a landlord, or simply selling a property, we can help you with fees and commissions here too.
When you are considering selling your property under the YourShare Yearly Cash-back service, it is important that you have not contacted the real estate agents first.
Simply contact YourShare with the details of the real estate agents in your area you would like to work with, and we will do the rest. (If you are unsure we are happy to advise real estate agents in your area) YourShare will contact these agents and arrange for them to visit you and discuss their services and expected details of the sale at a time that is convenient to you.
All you need to do is select the agent you would like to work with, and once your property has sold we will collect a referral fee from your agent. The proceeds of the referral fee will go towards your Yearly Cash-back account.
Much like selling agents, real estate property managers may also pay referral fees on the property management services they provide to you.
If you own an investment property, or are considering purchasing an investment property, please contact YourShare and we will arrange for real estate property managers to meet with you to discuss the property management services you require.
The proceeds of all referral fees received will go towards your Yearly Cash-back account.
Like most financial products, some CMT’s generate fees and commissions we can help you reclaim towards your Yearly Cash-back service.
A CMT is an investment vehicle normally associated with share trading, and managed fund investments. CMT’s act like a managed fund, in that investors who would not individually have access to the professional money market can pool their funds into large volumes and access higher yielding short-dated securities resulting in higher returns. CMT’s can accommodate cash flows, both in and out, on a daily basis, thereby offering small investors a flexibility not present in a traditional fixed rate term deposit.
Between approximately 7.5% to 20% of the base premium you pay each year on Landlords insurances can be collected towards your Yearly Cash-back service. Claiming back this money is a slightly different process to the one simple form required for Cash-back on your existing Super, Investments and Life Insurance policies.
To get this Cash-back we need to know when your renewal month is, and a few weeks before we will contact you via email to ensure we can get you a great deal on this insurance, and that you are able to collect up to 7.5% to 20% of your premium towards your Yearly Cash-back service.
To get this Cash-back we need to know when your renewal month is, and a few weeks before we will contact you via email to ensure we can get you a great deal on this insurance, and that you are able to collect between 7.5% to 20% of your premium towards your Yearly Cash-back service.
Between approximately 7.5% to 20% of the base premium you pay each year on Travel insurances can be collected towards your Yearly Cash-back service. Claiming back this money is a slightly different process to the one simple form required for Cash-back on your existing Super, Investments and Life Insurance policies.
