Who We Work With

Save on managed funds, superannuation and insurance

Switch in minutes, save on managed funds, superannuation and insurance year after year

If you have managed fund investments, superannuation or life insurance, then you're likely to be paying a commission to your adviser or broker, even if you haven't spoken to them in years. And you'd be paying them not just once, but year after year.

Called a trailing commission or trail, this annual fee is paid by the fund manager or life insurance company to your adviser. Depending on the fund or insurance policy you choose and the size of your investment or cover, this trail can add up to thousands of dollars every year.

If you invested in a managed fund or purchased life insurance, income protection or TPD through a financial adviser, they possibly receive the trail.

But at YourShare, we share the trail with you.

The cash-back program is only applicable to the funds managers or life insurance companies listed below. It does not apply to any wholesale managed funds, or managed funds or insurance companies/policies which do not pay YourShare a trailing commission.

Who can save with YourShare?

Managed funds held with the following managers may be eligible for a cash-back:

  • Adelaide Bank
  • APN Funds Management
  • Arena Investments
  • Australian Ethical Investment
  • BT Financial Group
  • Challenger Limited
  • Cromwell
  • Goldman Sachs
  • Equity Trustees
  • Lifeplan Funds Management
  • NAB Asset Management
  • Opus Capital
  • Perpetual Limited
  • Prime Value
  • Real Estate Capital Partners
  • Select Asset Management
  • Smallco Funds Management
  • Tyndall AM / Nikko AM
  • UBS
  • Ventura
  • Viento

Superannuation funds held with the following managers may be eligible for the benefits of a cash-back:

  • AMP
  • Asgard
  • AustChoice
  • Australian Ethical Super
  • Beacon (CFS)
  • Colonial
  • Dominion Portfolio Service
  • Fiducian
  • FSP
  • IOOF Employer Super (Spectrum)
  • IOOF Funds Management
  • IPAC
  • Matrixv
  • Mentor
  • NetWealth
  • Strategy
  • Summit
  • Symetry
  • Synergy
  • Wealthtrac (Money One)

Life insurance, Income protection or Trauma cover (TDP) held with the following insurance companies may be eligible for the benefits of a cash-back:

  • AIA Australia Limited
  • Asteron
  • AXA
  • CommInsure
  • MetLife Insurance
  • MLC
  • OnePath Life Limited
  • Suncorp
  • TAL
  • Zurich
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