Fee Calculator

Total Portfolio $400,000.00
Models
Managed Funds
ASX Listed
Term Deposits
Cash*
there is no charge on Cash in the Smartwrap Investment Account.

How to use this page

Enter the value of each product and select the tab key on your keyboard.

Total Client Fee

Investment Account Superannuation & Pension
$ $ $ $
Administration Fee
Estimated Expense Recovery Fee per annum $100.00 $100.00
Model Fee
Total ADMIN Fee

Administration Rates

Investment Wrap Superannuation & Pension
Annual Tier % (Inc Net GST) Annual Tier % (Inc Net GST)
0 - 100,000
100,001 - 250,000
250,001 - 500,000
500,001 - 750,000
750,001 - 1,000,000
1,000,001 - 2,000,000
2,000,001 - 10,000,000

Please note: the annual rate stated is the maximum rate payable within each tier.