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Step 10: Financial adviser remuneration
Please note:
• Additional contributions will retain the original commission specified unless otherwise instructed by your financial adviser (with your agreement).
• The adviser (initial and ongoing) commission and insurance commission below are inclusive of GST. The net cost to members includes reduced input
tax credits (RITCs) for GST.
PART A: INITIAL COMMISSION
If you have not specified the commission amount to be paid, the maximum fee will apply.
Up to a maximum of 5.50% (inclusive of GST) (5.125% net of RITCs) per contribution
Please apply adviser initial commission of . % (inclusive of GST).
PART B: INSuRANCE COMMISSIoN
Where no adviser insurance commission is specified and you apply for insurance cover, the maximum commission will be applied.
Please apply adviser insurance commission of . % pa (maximum 33%) (inclusive of GST).
PART C: oNGOINg COMMISSIoN
You and your financial adviser may agree to rebate a portion of the ongoing commission.
Please advise if a portion of your ongoing commission is to be refunded.
No
Yes What percentage of ongoing commission is to be refunded . % pa (for example 100%, 50%, etc).
ADVISER COMMENTS
PART D: ADVISER SERVICE FEE (IF APPLICABLE)
Up to a maximum of 2% (inclusive of GST) (1.864% pa net of RITCs) of your account balance.
Flat fee (percentage) . % pa (inclusive of GST).
OR
Up to maximum of $1,500 per month (inclusive of GST) ($1,397.73 net of RITCs).
Flat fee (dollar amount) $ per month (inclusive of GST).
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