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How it works
1. Complete our one page form
2. Print & sign
3. Fax or post to our office
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100% entry fee rebate on existing investments
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.
Change your broker, not your investment
There’s no need to change your investment - we’ll have the fund manager code your account for a full rebate of all future entry fees.
We offer entry fee rebates on all major Australian fund managers, including:
| Advance |
AMP |
Australian Ethical
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Australian Unity
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BlackRock
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BT
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Challenger
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Colonial First State
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Hunter Hall
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ING
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IOOF
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Macquarie |
| MLC |
Perpetual |
Zurich |
...and many more
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2020 DIRECTINVEST can become the fund broker on managed investments, superannuation and pension accounts, cash management trusts, and margin loans.
Alternatively click here to download a PDF of the
Fund Broker Nomination Form to print and complete.
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.
Why should you be penalised with high entry fees if you are executing your
managed fund and
superannuation decisions yourself? 2020 DIRECTINVEST will rebate 100% of the entry fee and we do not charge any adviser service fees. Click here to find out more about
investment fees.