COMPLETE SUPER & PENSION - Fees & Charges

A minimum fee of $250 per year is charged on Complete Super and Complete Pension accounts. The minimum fee is based on total funds under management (FUM).  Balances less than $36,231.88 in combined accounts on brightday will be charged a minimum of $250.  

Any balance above that amount will be charged as per the rates below:

Administration Fee – Ready-made Portfolios

Type

Total management and investment fee

Defensive

0.69%

Defensive plus

0.75%

Balanced

0.69%

Balanced plus

0.95%

Growth

0.69%

Growth plus

0.95%

Select Investment Options

Account balance

Amount you may pay in fees

$0 - $100,000

$250 then 0.0069c for each $1 over $36,231.88

$100,001 - $250,000

$690 plus 0.0057c for each $1 over $100,000

$250,001 - $500,000

$1545 plus 0.0045c for each $1 over $250,000

$500,001 - $750,000

$2670 plus 0.0030c for each $1 over $500,000

$750,001 - $1,000,000

$3420 plus 0.0020c for each $1 over $750,000

$1,000,001 +

$3919 plus 0.0015c for each $ over 1,000,000

Other Fees – Superannuation and Pension

Transaction type

Fee

Establishment fee

$0

Contribution fee

$0

Withdrawal fee (Partial Withdrawal)

$77

Termination fee (Full Withdrawal)

$77

Switch Fee*

(Managed Portfolios, Managed Funds)

$24.95 per switch

*2 free switches per year

Brokerage

0.125% ($24.95 min) per trade

SMA brokarage

upto .33% per trade

Insurance

Fee

Administration Fee (Group)

Ongoing $99 per annum

Administration Fee (Retail)

Ongoing $99 per annum

Insurance Payment Administration Fee

$25 per payment

Other

Fee

Copy of Trust Deed

$0

Family Law Enquiry

$99

Family Law Split

$99

QROPS Transfer

$99

Exit Fee

$77

See our complete pricing table for all our other products