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.