The above tables show the total investment and administration fees for our most cost-effective platforms.
Nucleus is available on a number of platforms where costs are higher. When comparing fees to other providers, investors should consider five levels of fees:
Financial advice. Nucleus = 0%
Administration or platform fees. Nucleus = Based on the platform, see below for details.
Investment fees. Nucleus = 0.165% for passive strategies, 0.64% for active.
Trading fees (or spreads). Nucleus = Based on the platform, see below for details.
Embedded costs (sometimes called internal costs or ICRS) in the products that you buy. Nucleus = most products we buy the underlying shares and so there are no additional fees.
Interactive Brokers is the cheapest and has the most features.
It is available for all types of investments, including SMSFs, but is not available for personal superannuation.
Administration fees: 0.165% for the first $500,000. 0% thereafter.
Trading fees: 0.099%.
Maximum flexibility for personalisation with screens and tilts.
Discounted investment fees for amounts greater than $2m.
DASH is our low-cost superannuation option.
Best for lower balance (below $150,000) superannuation accounts
Cost-effective solution for higher balances who prefer ETFs rather than direct international.
Administration fees: 0.385% for the first $500,000. 0.035% thereafter.
Trading fees: 0.11%
Praemium Super SMA is our high functionality superannuation option.
Best for mid-balance ($150,000-$300,000) superannuation accounts who are looking for more investment options
Best for higher balance ($300,000+) superannuation accounts.
The fee structure is more complicated. See below for an indicative table showing the tiers, or log-in to our portal so we can generate a quote for you based on your balance and show the full costs.
