Refund Case Studies

The following are real life examples of the amount of commissions that can be received.

For the few minutes it takes to register your products with MyMoney you could be receiving thousands of dollars. 

 

Case Study: Jim and Mary

 

James and Merle are a couple still in their 50's, still working, and registered a number of products all paying various amounts of commission. They registered both names under one MyMoney account and have maximised their refund by doing so.

Typical Portfolio James Merle Total Value Rate Annual Payment

Superannuation

$200,000

$100,000

$300,000

0.55%

$1,650

Managed Funds

$35,000

$65,000

$100,000

0.30%

$300

 

         

Total Commissions

$1,950

MyMoney Fee(inc GST)

$264

Payment to Jim & Mary

$1,686

 

Average monthly payment to James and Merle $140.50. This adds up to total payments over a 7 year period of $11,802 (assuming no increase in account balance, additional contributions   or premiums).