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Don't Pay Unnecessary Fees

Don't Pay Unnecessary Fees

Investment Opportunities > Don't Pay Unnecessary Fees Print this page [ A ] [ A ] [ A ]

Don't Pay Unnecessary Fees


Don't pay entry fees

Fund Broker Nomination Form
The Truth about 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.

Invest in virtually any managed fund, superannuation fund or pension fund in Australia through 2020 DIRECTINVEST and we will rebate 100% of the entry fee that would otherwise be charged.

Beware the "NIL" entry fee funds as these often have a higher annual management fee or MER. We recommend that you always choose the entry fee option and get the entry fee rebated through 2020 DIRECTINVEST and avoid the high cost “nil entry fee’ option.

Why should you be "penalised" with high entry fees if you are executing your investment decisions yourself?

Are you paying entry fees on existing investments?

If you already have an investment with a fund manager either directly or through a financial planner you may be paying entry fees. Nominate 2020 DIRECTINVEST as your fund broker to receive rebates on all future entry fees on additional investments including any regular monthly investments.

Change your broker, not your investment

All you need is the simple one page Fund Broker Nomination Form to stop paying entry fees. There is no need to change your investments, your account remains where it is but 100% of your money is invested with no entry fees deducted!

Simply complete and return to us and we’ll take care of the rest.


2020 DIRECTINVEST Fund Broker Nomination Form

Managed Funds
Looking for managed funds? Compare over 1,000 funds. Then invest with no entry fees. more info
 
BlueChip20
Own a $10,000 share portfolio in Australia's top 20 companies for $5 brokerage. more info
 
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