Self Managed Superannuation Funds (SMSF) portfolios are available to clients who have an existing SMSF with over $25,000 and wish to invest their funds in a low-cost, diversified ETF portfolio. The SMSF portfolios mirror the Horizon portfolio offering and offer investments in a variety of ETFs.
SMSF portfolios offered under the Ignition Wealth AFSL are charged an account fee of $35 (ex GST) per month plus a portfolio fee of $15 (ex GST) per month. There is no FUM fee, meaning that no matter how large your client’s investment, they will pay the same low, fixed fee. A rebate on the fee may be payable to your business, to be discussed with your Business Development Manager.
Businesses offering the SMSF portfolios under their own AFSL and branding set their own fee structure to reflect the costs to their business and the services they choose to include.
Should your business wish to engage with clients to set up new SMSFs, speak to your Business Development Manager about the Ignition Wealth SMSF appropriateness tool.