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Investment Opportunities > Entry Fee Rebates

ENTRY FEE REBATES

Managed investment, superannuation and pension accounts established before 1 July 2013 may have entry fees of up 5% deducted for each additional investment.

What are entry fees?

Entry fees are normally deducted from the initial investment as well as all additional and regular investments. This entry fee is normally paid to your financial adviser, and where you invest in a fund with no financial adviser the entry fee is retained by the fund manager. Moreover, if you invest through a financial adviser, you could be paying dial up adviser service fees of up to 2% p.a. on your investment for the life of your investment.

100% Entry Fee Rebate

Nominate 2020 DIRECTINVEST as your fund broker on your existing investments to receive a full rebate of all future entry fees on additional investments including any regular monthly investments.

2020 DIRECTINVEST can become the fund broker on managed investments, superannuation and pension accounts, cash management trusts, and margin loans.

St George Margin Lending - 0.4% discount

If you have an existing St George margin loan, the fund broker nomination form can be utilised to access the 0.40% interest rate discount applicable via 2020 DIRECTINVEST. Find out more

 

Complete our online form, or download a PDF of the Fund Broker Nomination Form to print and complete.

 

NO CHANGES TO INVESTMENT

 
We’ll have the fund manager code your account for a full rebate of all future entry fees.  

ONE PAGE FORM

 
Complete online or download form  

ALL MAJOR FUND MANAGERS

 

Advance, AMP, BlackRock, BT, Challenger, Colonial First State, IOOF, Macquarie, MLC, OnePath, Perpetual, Zurich and more

 

 

 

 
 








 




 

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