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Fees and Costs

simpleWRAP Personal Super & Retirement Service Fees

Type of FeeAmount
Investment FeeNil
Administration Fee$1,500 p.a.

PLUS
$210 p.a. ($17.50 per month) ('Custody Fee')

For each additional million dollars or part thereof by which a member's balance exceeds $1 million subject to a maximum of $1,260 p.a.
Buy/sell spreadFrom 0% up to 1.10% depending on the investment option
Switching FeeNil
Exit Fee$30.75 per withdrawal
Advice fees relating to all members investing in a particular investment optionNil
Other fees and costs*
Indirect Cost Ratio
From 0% up to 7.34% depending on the investment option
* Other fees and costs may apply, for example, fees payable to your financial adviser, insurance costs, and fees for share brokerage and other transaction fees. Please refer to the 'Additional Explanation of Fees and Other Costs' and 'Defined fees' section of the PDS.

*Refer to the section on Activity fees in the ‘Additional Explanation of Fees and Other Costs’ and ‘Defined fees’ section of this PDS for more information.

**Other fees and costs may apply, for example, fees payable to your financial adviser, insurance costs, and fees for share brokerage and other transaction fees. Please refer to the ‘Additional Explanation of Fees and Other Costs’ and ‘Defined fees’ section of this PDS.

 

More Information

This is a summary of the fees and costs of the SimpleWRAP Personal Super & Retirement product. Please refer to the Product Disclosure Statement before making a decision about this product.

  • simpleWRAP © 2018
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1300 586 165
  • enquiries@simplewrap.com.au