Receive rebates of up to 100% on contribution and establishment fees for financial products such as managed funds, superannuation, pensions, annuities, master trust / wrap accounts, margin loans and insurance policies. Rebate Financial Services will also rebate 50% of trailing commissions received, where monthly commissions exceed $20/month. Rebates on trailing income are paid 3 times per year.
If you have existing financial products, most are generating a trailing income regardless of whether you invested directly with the fund manager, via a financial planner or online discount broker. You can start receiving ongoing payments from these investments for no cost by simply nominating Rebate Financial Services as your broker. A one-page nomination form can be downloaded from our website.
By simply filling out the nomination form you will become eligible to receive ongoing cash payments. There are no penalties, no lock in contract or upfront charges. The only change will be that Reate Financial Services will start receiving trailing income, allowing us to make ongoing payments to you.
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