We refund commissions to you quarterly

It’s easy to do! You can receive a refund on some of the most important policies you own! It’s EASY to get a REFUND on the trail commissions you’re paying for your:

  • Superannuation
  • Allocated Pensions
  • Managed Investment Funds
  • Life Insurance
  • Income Protection Insurance
  • Trauma and Total & Permanent Disability (TPD) Insurance

Simply by nominating Refund Easy as your broker, we will deposit your refund into your bank account every quarter. Did you know that built into your investment and insurance policies you could be paying commissions of up to:

  • 0.6% trailing commission on Superannuation, Allocated Pensions & Managed Investments.
  • 10%-32% on Income Protection, Disability Insurance, Death and TPD Insurance.

This can add up to hundreds if not thousands of dollars. We will refund it to you each quarter.

Here is an example of how it works:

Super Funds $250,000 x 0.6%                                  $1,500
Managed Funds $50,000 x 0.6%                                 $300
Insurance Premiums $1,500 x 10%                              $150

Total Commission Collected                                           $1,950
Less Refund Easy low percentage based admin fee   $280

YOUR REFUND                                                             $1,670

By nominating Refund Easy as your broker it does not alter your investment in any way.

  • It will not trigger any capital gains tax issues
  • You will still own and control the investment/policy
  • Refund Easy cannot transact on your investment
  • You will now receive a quarterly credit to your bank account for the trail commission less our low percentage based fee across all your investments (not per investment)
  • No extra fees or charges are levied on your fund.

What would you like to start saving money on?

Simply click on the service you would like to start having your commission refunded on.