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
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NO CHANGES TO INVESTMENT
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We’ll have the fund manager code your account for a full rebate of all future entry fees. |
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ONE PAGE FORM
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Complete online or download form |
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ALL MAJOR FUND MANAGERS
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Advance, AMP, BlackRock, BT, Challenger, Colonial First State, IOOF, Macquarie, MLC, OnePath, Perpetual, Zurich and more
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