New Superannuation & Allocated Pension Accounts

Don't pay expensive advisor fees and commissions &/or entry fees (up to 5 %) on Superannuation or Pension Funds. Utilise iRefund's "Investment Supermarket" to invest directly and pocket the fees yourself.

When you invest directly using the iRefund "Investment Supermarket" you will pay ZERO entry fees and iRefund will enrol your new super or pension account in our Cash Refund Service so you will receive an annual refund of the trailing commission on your investment.

By investing directly either through a platform/wrap, an investment manager or a financial advisor you will pay up to 5.0% entry fee on your initial investment and any additional contributions. Also, your investment will typically pay trailing commissions (usually between 0.4% - 1.1%) to the fund manger or advisor for the life of your investment - this is clearly NOT A GOOD IDEA if would like to maximise YOUR returns on YOUR investment.

How do I invest through iRefund ?

Steps

1. Decide on the type of fund(s) / investment(s) you would like to invest in (eg - Superannuation, Retirement Incomes, Managed Funds, Capital Protected Investments, etc).
2. Go to the iRefund "Investment Supermarket" and use the functionality to identify the fund(s) / Investment(s) you would like to invest in. Press the "order" button to arrange for a hard copy of the PDS (Product Disclosure Statement) to be mailed to you.
3. Read & understand the PDS and decide if the investment meets your investment goals and objectives. If you require assistance during this step it would be wise to seek the assistance of a qualified financial advisor. iRefund is happy to direct you to a true "fee for service" qualified financial advisor if you require assistance in this regard. Simply click on the "financial advice" link and submit your details and a "fee for service" financial advisor will be in contact with you within 24 hours to assist.
4. 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 relevant investment fund  - NOT iRefund).
5. Return completed application forms together with your cheque made out to the relevant fund to -
   
   iRefund
   Reply Paid 3183
   Melbourne Vic 3001

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