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)
Yes Yes Yes 0.15% Flat %*, of Flat $ fee
Full menu
(approximately 400 funds)
Yes Yes Yes 0.20%
CASHConnect cash account     $150 pa Flat %*, of Flat $ fee
Shares
Sponsored     Yes 0.10% Flat %*, of Flat $ fee
Custodial Yes Yes Yes 0.10% + 300pa
Term deposits Yes Yes Yes 0.00% Flat $ fee
Margin lending     Yes 0.05% Flat $ fee
Insurance Yes   Yes^ 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).