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







Managed Funds








Total Commissions


MyMoney Fee(inc GST)


Payment to Jim & Mary



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).