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Fees & Costs

Freedom of Choice Portfolio Service Fees

Type of FeeAmount
Fees when your money moves in or out of your account
Establishment Fee
(the fee to open your account)
Contribution Fee
(the fee on each amount contributed to you investment
Withdrawal Fee
(the fee on each amount you take out of your investment)
Exit Fee$77*
* Fee only applies to those members who joined the service on or after 1 August 2008.
Management Costs
The fees and costs for managing your investment.

The amount you pay for a specific investment is shown in the disclosure document for that investment)
Administration fee
$60 p.a. ($5 per month)

Account BalanceFee p.a.
First $150,0000.51%
Amounts over $150,0000.36%

PLUS Expense Recovery
Account BalanceFee p.a.
First $500,0000.35%
Amounts over $500,000Nil

PLUS Investment fee
From 0% up to 5.32% of assets p.a. depending on the investment option
Service Costs**
Switching Fee
(the fee for changing investment options)
** Other fees and costs may apply, for example, fees payable to your financial adviser, and fees for share brokerage. Please refer to the ‘Additional Explanation of Fees and Costs’.
  • Freedom of Choice © 2021
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1800 806 013