Fees

Fees
Amount
Establishment Fee
Nil
Rebalancing Fee
Nil
Termination Fee
Nil
Performance Fee
Nil
Collins House Online Fee
$8 p/m plus GST for portfolios of $10,000 – $24,999
$20 p/m plus GST for portfolios of $25,000 or more
MDA Admin Fee
0.3%p/a plus GST
Brokerage Fee
0.055% of trade value subject to a minimum of $6.00
ETF Fee
Average of 0.2% but varies depending on the type of portfolio

For a full explanation of your costs, please see your Statement of Advice (SOA).

Fee examples

PORTFOLIO SIZE
TOTAL ANNUAL FEES
$10,000
$138.60
$20,000
$171.60
$50,000
$429.00
$100,000
$594.00
 
 

Assumptions
Does not include brokerage which is a transaction cost rather than a recurring fee.
Does not include ETF management fees which are an indirect cost and come out of the ETF unit price.

What’s included?

  • A Personally Tailored Investment Plan
  • The choice of 5 Professionally Managed Investment Portfolios ranging from Conservative through to Aggressive
  • Ongoing Monitoring and Rebalancing when required
  • Beneficial ownership so all investments are held in your name
  • 24/7 online access to your portfolio
  • Full reporting and annual tax statements