Want to get more from your Retirement Savings ?
YourShare could collect hundreds sometimes thousands of dollars each year. The Cash-back amounts can have a significant impact on the money you will have available to you in your retirement.
Register your retail superannuation and pension funds with us and make sure your money is working for you – not someone else.
How does it work?
With YourShare as your broker on your existing account, we can reduce your upfront and entry fees to nil and accumulate ongoing fees and commissions on your behalf. Then each year you receive your Cash-back.
You remain in full control and nothing changes on your accounts except for the name of your broker or ‘servicing agent’ – it simply means that you will be able to collect your own commissions by using YourShare’s yearly Cash-back service.
To find out if your superannuation and pension funds are eligible, click here
- Retail Superannuation Funds
- Allocated Pension Funds
- Annuity Funds
- Retirement Master Trusts
- Retirement Wrap Accounts
- Super & Pension Bonds
A real-life superannuation example:
Dave is aged 40 has $81,000 invested in a superannuation fund, adding $791 each month. The trail on the superannuation account is 0.54% pa. YourShare has reduced Dave's initial commission from 4% to 0%, which adds an additional $31.65 to Dave's superannuation account each month.
Assuming conservatively that the Dave does not increase his monthly contribution amount and that funds grow at 7.5%pa, over the next 25 years:
the total yearly Cash-back received by the Dave will be $53,172
the savings in entry fees reinvested into the Dave’s account yields another $27,757
YourShare will save Dave $80,928
(and when the Dave rolls this over into a Pension the YourShare savings will keep accumulating)
A real-life pension example:
Meredith is aged 58 and retired with $956,169 invested in a pension fund. She draw $5,500 a month from these funds. The commission on the pension account is 0.6% pa.
Assuming conservatively that funds grow at 7.5% pa, and Meredith continues to draw $5,500 a month from her pension each year to age 80, the total yearly Cash-back received by Meredith will be $144,259.
YourShare will collect $144,259 for this client.
The year 1 collected will be $5,461, Year 2 collected $5,497, Year 3 collected will be $5,537...