Infinity fees and flexible adviser remuneration
A completely flexible and customisable platform, Infinity eWRAP is priced to suit a range of client needs and support the different adviser remuneration arrangements you may have in place with your clients.
Infinity Core – Administration fees and adviser remuneration
The low-cost core offer has a simple and transparent fee structure.
| Core offer (minimum fee $75 pa) | Administration fee | Adviser remuneration - Upfront and Ongoing Advice Fees |
|---|---|---|
| First $750,000 | 0.30%* | Flat %, or Tiered %, or Flat $ fee |
| Over $750,000 | 0.00% | Flat %, or Tiered %, or Flat $ fee |
Infinity optional features – Administration fees and adviser remuneration
Optional features are priced separately, giving you the flexibility to tailor a solution to suit your client’s needs, and set appropriate fees for your advice on the additional features:
| Optional feature | Availability | Administration fee | Adviser remuneration - Upfront and Ongoing Advice Fees | ||
|---|---|---|---|---|---|
| Super | Pension | Invest- ment |
|||
| Managed funds | |||||
| Select menu (approximately 80 funds) |
 |
|
|
0.15% | Flat %*, of Flat $ fee |
| Full menu (approximately 400 funds) |
|
|
|
0.20% | |
| CASHConnect cash account | |
$150 pa | Flat %*, of Flat $ fee | ||
| Shares | |||||
| Sponsored | |
0.10% | Flat %*, of Flat $ fee | ||
| Custodial | |
|
|
0.10% + 300pa | |
| Term deposits | |
|
|
0.00% | Flat $ fee |
| Margin lending | |
0.05% | Flat $ fee | ||
| Insurance | |
^ |
0.00% | Flat $ fee | |
Note:
^Available as a standalone option for Investment.
*Adviser remuneration on optional features is charged on the value of the relevant asset type.
Note: All % based administration fees will be applied to the combined value of shares and managed investments, ie excludes cash and term deposits.
Administration fees shown are inclusive of GST and RITC (where applicable).