New Structured Investments

Don't pay expensive advisor fees, initial commissions (up to 4%) as well as ongoing trailing commissions (usually 0.75%) on new structured investments. Invest through iRefund's "Investment Supermarket" and pocket up to 100% of the fees & commissions yourself.

By investing through a financial advisor or directly with the product provider generally you will forfeit the initial commission and trailing commission generated by your investment to the advisor or fund manager.

This is clearly NOT A GOOD IDEA if would like to maximise YOUR returns on YOUR investment

Receive a Refund of up to 100% of Fees and Commissions

When you invest using the iRefund "Investment Supermarket" your investment will be automatically enrolled in our Cash Refund Service. This ensures you will receive an annual refund of up to 100% of the initial commission and trailing commissions generated by your investment.

iRefund offers the "Investment Supermarket" for the DIY investor looking to invest in -

• Superannuation
• Allocated Pensions
• Managed Fund Investments
• Capital Protected / Structured Investments
• Margin Loans 
• Master Trusts / Wrap Accounts.
• Agri-business / Tax Effective Managed Investment Schemes.

How do I invest though iRefund and pocket the commissions myself ?

1. Use the iRefund "Investment Supermarket" functionality to identify the investment(s) you would like to invest in. You can then request a copy via mail of the PDS (Product Disclosure Statement) of your selected investment. You will need to log into your iRefund member account in order to request the PDS be sent to you.
2. Read & understand your selected PDS and decide if the investment meets your investment goals and objectives. If you require help during this step it would be wise to seek the assistance of a qualified financial advisor. iRefund does not offer financial advice however we are happy to put you in touch with a bona-fide "fee for service" qualified & licenced financial advisor. Simply click on the "financial advice" link and submit your details and a "fee for service" financial advisor will be in contact with you to assist.
3. Complete the investment application form in the back of the investment PDS. Attach a cheque or specify other payment method details (Please note : All cheques should be made out to the investment manager - NOT iRefund).
4. Return completed application forms together with your cheque made out to the relevant investment manager to
   iRefund
   Reply Paid 3183
   Melbourne VIC 3001

If you would like any assistance with the above please contact us on 1300 305 898 and one of iRefund's friendly staff will be pleased to assist you.