Is your financial planner or advisor receiving ongoing trailing commissions from your managed funds or other investments?
These trailing commissions, usually averaging 0.5% of your fund balance, are paid annually to the financial planner or advisor who recommended the investment to you. These trailing commissions can really add up over time and diminish your investment.
But, you can ask your financial planner or advisor to rebate those ongoing trailing commissions to you.
And if they won’t rebate those commissions to you, then you can still receive a rebate on your ongoing trailing commissions with the help of Dixon Advisory.
Simply redirect your trailing commissions to Dixon Advisory and we will rebate them back to you.
How our trailing commissions rebate service works
As a fee for service advisory firm, we rebate any trailing commissions we receive back to our clients.
To receive a rebate on your trailing commissions, you simply appoint Dixon Advisory as your advisor. You do not need to change any of your existing funds, and you do not need to be a client of Dixon Advisory.
Once appointed, we will collect any entry or exit fees you incur and your monthly trailing commissions, and at the end of the financial year, rebate the commissions back to you.
As an administration fee, Dixon Advisory charges a maximum of $150 pa + GST, per managed investment which is simply deducted from the amount we rebate to you. This administration fee is deducted to process your annual entry/exit and trailing commissions.
Join our trailing commissions rebate service
Our rebate service applies to most managed funds but there may be some exceptions.
To find out if we can help you stop paying trailing commissions, call Dixon Advisory's Commissions Manager on 1300 852 017.
To receive rebates on trailing commissions paid to your financial planner or advisor, simply complete the Fund Advisor Nomination Form and return it to:
- fax on 1300 883 159, or
- post to The Commissions Manager, Dixon Advisory, GPO Box 1481 Canberra, ACT 2601.
Dixon Advisory holds an Australian Financial Services License which means that we are entitled to collect your trailing commission and rebate them back to you.
Please note that by nominating Dixon Advisory to provide your rebate does not mean we are recommending, endorsing or guaranteeing any investment decisions you make.