We’ve heard your feedback and have taken steps to update our Change of Account Fees form.

The key changes we’ve made are listed for you below:

  • Unless indicated by you or your client, we’ll replace all existing adviser and dealer fees with what is provided on the form.
  • Indexation is now only available on an ongoing flat dollar service fee.
  • The maximum ongoing flat dollar adviser service fee has reduced to $20,000 pa.
  • The maximum initial advice and ad hoc advice fee has reduced to $20,000.

You can find a copy of the new form here.

It’s important to know that we’ll only accept previous versions of the form until 2 November 2020. From this date, we’ll only action requests received on the new Change of Account fees form.

Please use the new form for any new change of account fee requests.

Need help?

If you need further information, please contact us on 1800 892 340.