|Your account balance||Our fees|
Completely fee free!
$1,000 - $4,999
50% discount to our flat dollar administration fee
$39 + 0.99% of your account balance, p.a. *
$78 + 0.99% of your account balance, p.a. *
* If your account balance at the end of the financial year is less than $6,000, the total combined amount of administration fees, investment fees and indirect costs that were charged to your account during the year (and not rebated) will be capped at 3% of your account balance, and any amount charged in excess of that amount will be refunded to your account.
You may see fees and costs deducted and then rebated to your account when viewing your transactions. This is how we discount your fees. Fees will be rebated to your account on a monthly basis, based on your balance at the end of the month.