Fee Calculator

Managed Funds ASX Listed Term Deposits Cash Tax, Audit & Compliance Fee Total Portfolio $400,000.00

How to use this page Compare the administration fees for an Investment Wrap Account(suitable for a SMSF) with the Public Offer Superannuation & Pension Plan. Naturally to make a sensible comparison one should add the compliance fee for managing a SMSF. Compare the fees charged by Powerwrap with the fees your client is currently being charged by another wrap provider. Instructions: Enter the value of each product and select the enter key on your keyboard.

Total Client Fee

	Investment Wrap		Superannuation & Pension
Total Client Fee	$736.00	0.18%	$2,188.99	0.55%

Managed Fund Administration Rates

		Investment Wrap		Superannuation & Pension
		Annual	Tier % (Inc Net GST)	Annual	Tier % (Inc Net GST)
0	100,000		0.472%		0.615%
100,001	250,000	$472.00	0.420%	$615	0.513%
250,001	500,000	$1,102.00	0.359%	$1,384	0.338%
500,001	750,000	$1,999.49	0.333%	$2,229	0.236%
750,001	1,000,000	$2,831.99	0.308%	$2,819	0.236%
1,000,001	2,000,000	$3,601.99	0.000%	$3,409	0.103%
2,000,001	10,000,000	$3,601.99	0.000%	$4,439	0.000%

Administration Fees

	Investment Wrap		Superannuation & Pension
	$	%	$	%
Managed Funds	$472.00	0.47%	$1,553.49	0.518%
Portfolio Fee	$264.00	0.264%
ASX Listed Fee			$307.50	0.308%
Trustee Fee			$328	0.082%
Total ADMIN Fee	$736.00	0.18%	$2,188.99	0.55%

General Advice Warning: This information has been issued by Powerwrap Limited (ABN 67 129 756 820/AFS Licence 329829) The fees calculated are not guaranteed and no warranty is given in relation to the correctness of information contained in, or calculated by this calculator. This calculator has been provided for adviser use. The information contained in the calculator (including the calculations it generates) is general in nature financial situation or needs. The Product Disclosure Statement which contains full information on fees, charges and commissions should be read before deciding to invest.