Refund Estimator

 

Commissions Source	Value
Managed Investments (Account Balance)	$
Margin Loans (Balance)	$
Superannuation Fund (Balance)	$
Yearly Super/Investment contributions	$ p.a
Annual Insurance Premiums	$ p.a
Assumptions
Yearly expected Fund/Investment growth	% p.a
Entry Fees on Fund Investments	% p.a
Trailing Commissions	% p.a
Insurance renewal commissions	% p.a
Administration Fee	up to $240.00 p.a

Note: These estimates are based on the assumptions stated above. Some of the investments/insurance policies nominated above may not generate commissions or ongoing trail commissions. These are estimates only and may not represent the actual commissions that eventuate.