Fees

Fees
Amount
Establishment Fee
Nil
Rebalancing Fee
Nil
Termination Fee
Nil
Performance Fee
Nil
Collins House Online Fee
$25 p/m plus GST irrespective of portfolio size ($20 p/m plus GST for portfolios of $30.000 or less)
MDA Admin Fee
0.3%p/a plus GST
Brokerage Fee
0.055% of trade value subject to a minimum of $6.00

Fee examples

PORTFOLIO SIZE
TOTAL ANNUAL FEES
$30,000
$393 or 1.31% p/a
$50,000
$525 or 1.05% p/a
$100,000
$715 or 0.715% p/a

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

Assumptions
Does not include ETF management fees which are an indirect cost and come out of the ETF unit price.
For a full explanation of your costs please see your Statement of Advice (SOA).