Reduce your fees

Get a rebate back on the commissions paid on your investments

Do you have managed funds, superannuation, pensions, annuities, master trust / wrap accounts, margin loans, CMT's or an insurance policy? Are you fed up of paying trail commissions on these investments? Find out how ARW can pay you a rebate on your fees each year. It takes just 2 minutes and will cost you absolutely nothing.

Everyone’s investments have taken a hammering over the past 18 months. Yet the fee structures with these investments still remain. I was inspired by a story on A Current Affair recently about a company that gives cheques back on part of the trail commissions that are being paid on all types of financial products.

ARW likes the initiative & have announced that seeing that we have the ability to do so then we will do the same.

For those that don’t know, trailing commissions typically range from 0.25% - 1.2% per annum of the total value of your investments. Generally these fees are unavoidable and paid out of your investments regardless of how you originally invested. The industry average trailing commission is 0.5% per annum. Most of these trail commissions are paid to people that you have never met before. Who the fund managers pay trailing commissions to does not affect the performance of your investments or your control over your investment decisions.

What financial products can ARW get you a rebate on?

We can get a refund of fees if you have one or more of the following:

• Managed funds
• Superannuation funds (yes even corporate super plans!)
• Pensions/Annuities
• Master trusts/Wrap accounts
• Margin loans
• Cash Management Trusts
• Insurance Policies

What ARW will do

Each year, on 30 June, we will rebate back to you half of all trailing fees and commissions that your investments and financial products have generated each financial year – you may as well have it than someone else! This rebate service works with all financial products where trailing fees and commissions are paid. These fees and commissions are paid out of your financial products regardless of whether you invested directly with the fund manager, via a financial planner or online discount broker.

We will send you our Financial Services Guide as well as a Risk Profile Questionnaire and Fact Find should you require a review of your current investments and financial products.

What you have to do

Simply fill in the form and send to us. It will take you only a few minutes. Click here for a copy of the form

What is the cost of the process to you

Nothing. It is free to use & has no associated penalties. You keep your investments exactly how they are (unless you want to change them).

Tell your family & friends

And make sure that you tell all your friends about this service from ARW. We are happy to help them out & put something back to the community during these tough times. Simply click on the “Send to a friend” icon at the top of the page.