What is the Trail Rebate Service? |
| Our philosophy at Wealth Focus has always been to put more money in your pocket. That is why we developed our Trail Rebate Service, allowing you to benefit from some of the ongoing commissions automatically built into your product's management fees. |
| What many investors don't realise is that whether they made their investments through a financial adviser, or even direct with the product provider, the majority of investments contain both an upfront and annual commission to pay for ongoing service from an adviser. |
| The simple fact is that trail commissions are a way of paying for ongoing advice, so if you're not regularly dealing with an adviser, you are paying for a service which you are not receiving. |
| The Trail Rebate Service allows you to accumulate the ongoing commissions across all your managed funds* and receive 100% of the ongoing commissions over $400 pa without ever changing your investments. |
| How much can you save with Wealth Focus? |
Cumulative value of
your investments |
Average commissions
(received by each year) |
Your payout
(each year) |
| $100,000 | $500 | $100 |
| $250,000 | $1250 | $850 |
| $500,000 | $2500 | $2100 |
|
| Note: Trailing commissions have been calculated at an average of 0.5%p.a. Only applicable to those participating fund managers who pay a trailing/ongoing commission to Wealth Focus. |
Furthermore, investors participating in our trail rebate service automatically benefit from a rebate of any initial commissions that they may be being charged.
Participating investment managers
|
| * Managed funds held with the following managers may be eligible for the benefits of the Wealth Focus Rebate Service. |
- Advance Asset Management Limited
- AMP Capital Investors
- AMP Life Limited
- AMP Superannuation Limited
- Australian Ethical Investment Limited
- Australian Unity Funds Management Limited
- AXA-National Mutual Funds Management Ltd
- BlackRock Investment Managers
- BT Funds Management Ltd
- Challenger Managed Investments Limited
- Colonial First State Investments Limited
- Credit Suisse Asset Management (Australia) Ltd
- Hunter Hall Investment Management Limited
- Onepath (ING) Funds Management Limited
- OnePath (ING) Life Limited
- Macquarie Investment Management Limited
- Man Investments Australia Ltd (all capital protected investments)
- Merrill Lynch Investment Managers
- MLC Investments Limited
- MLC Limited
- Perpetual Investment Management Limited
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