Rebate Financial Services

Start saving fees on your managed investments, superannuation, and other financial products now.

Rebate Finance Nomination Form

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Commissions paid to advisors or kept by financial intitutions are often huge. So are our Rebates.

Start receiving cash payments three times per year by acting now! It's your money and its easy to get it back. 

Keep reading to find out more 

Rebate Financial Services pays rebates of up to 100% on contribution and establishment fees for financial products such as managed funds, superannuation, pensions, annuities, master trust / wrap accounts, margin loans and insurance policies. Rebate Financial Services will also rebate 50% of trailing commissions received, where monthly commissions exceed $20/month per fund manager. Rebates on trailing income are paid 3 times per year.

If you have existing financial products, most are generating a trailing income regardless of whether you invested directly with the fund manager, via a financial planner or online discount broker. You can start receiving ongoing payments from these investments for no cost by simply nominating Rebate Financial Services as your broker. A one-page nomination form can be downloaded from this site.

By simply filling out the nomination form you will become eligible to receive ongoing cash payments. There are no penalties, no lock in contract or upfront charges. The only change will be that Rebate Financial Services will start receiving trailing income, allowing us to make ongoing payments to you.

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Rebate Financial Services Pty Ltd

Level 13/30 Collins St
Melbourne, Victoria
3000

Tel: (03) 9663 0955
Fax: (03) 9662 2044

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AFSL No: 247381
ABN: 83 004 553 931

 

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