What people are saying about the TrailCap™ Program

"Receiving back entry fees and the majority of on-going trail commissions has enabled my DIY Super Fund to achieve even better results. Getting access to unbiased information on new issues via the 24x7 reporting, whether for shares, unit trusts or property trusts, both local and international, is tremendously helpful."

Rob (retired Financial Planner) - VIC

"I am extremely satisfied with the service. I have received almost $3000 over two years that would have otherwise been retained by the Commonwealth Bank. I need the money more than they do! Service has been both prompt and accurate."

Keith - VIC


"We joined InvestSmart in August 2003 and included my wife's, my aging mother's and my managed and superannuation funds all under one membership. In the first year TrailCap paid me - $1830 - essentially "free money" that without InvestSmart, I would never have seen (a Trailing Commission which would effectively gone to someone because they once sent me a PDS...and since then have done nothing for me)."

"Essentially the TrailCap payment effectively reduces the MER on my managed funds and provided a nice little contribution to our holiday earlier this year on the Gold Coast. The system is easy to use, and even easier now with the new web-based system of including funds in TrailCap."

Max - WA

"The TrailCap program is a great idea. It allows the investor to recover some of the hidden and inaccessible "excessive" fees charged by the managers of managed funds. As you say, the annual cheque is very welcome, providing a regular, reliable contribution to my annual bills."

"The program is user friendly and easy to use and as it is regularly updated, it is easy to see how your refund is accumulating."

Arthur - ACT

"Investsmart's accurate and up to date Portfolio/Watchlist system of reporting has allowed us to most effectively monitor our Asset mix, resulting in increased performance, dividends & capital gains, over managed funds, shares, LICs and IPOs."

"Participation in their unique managed funds "Trailcap" program, (with NO upfront fees, and 100% rebate of trailing commissions) will reward us with a cheque for approx. $1,000."

Patsy and Geoff - VIC


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