Pricing
Portfolio Value
Up to $10,000
QuietGrowth Fee
per annum
0.6%
Portfolio Value
$10,001 - $200,000
QuietGrowth Fee
per annum
0.5%
Portfolio Value
$200,001 - $2,000,000
QuietGrowth Fee
per annum
0.4%
Portfolio Value
$2,000,001+
QuietGrowth Fee
per annum
0.36%
| MDA management fee per year | Administration fee per year |
|---|---|
| 0.3% for up to $10,000 portfolio value | 0.3% for up to $10,000 portfolio value |
| 0.25% for $10,001 to $200,000 portfolio value | 0.25% for $10,001 to $200,000 portfolio value |
| 0.2% for $200,001 to $2,000,000 portfolio value | 0.2% for $200,001 to $2,000,000 portfolio value |
| 0.18% for $2,000,001+ portfolio value | 0.18% for $2,000,001+ portfolio value |
- QuietGrowth fee includes MDA management fee and administration fee
- Minimum initial deposit is $3,000
- QuietGrowth fee indicated excludes GST
NO INITIAL ADVICE FEE
No brokerage/
trading fee
No rebalancing fee
No performance fee
No entry/
exit fee
NO ONGOING PORTFOLIO DESIGN FEE
Fees Calculator
$500.00
Estimated QuietGrowth fee for one year
$100,000
Portfolio value
Calculation:
QuietGrowth fee per year = 0.5% x portfolio value = 0.5% x $100,000 = $500.00
GST = 10% x QuietGrowth fee = 10% x $500 = $50.00
Assumption:
In this calculation, the portfolio value does not vary for all the days in the year. Please note that in a real account, QuietGrowth fee is calculated daily, and will vary depending on the value of the portfolio on each day of the year. For more details, please refer to the FAQs page.
Details of the fees
| Type | Amount | Description |
| Initial advice fee | $0 | No initial advice fee is payable. |
| QuietGrowth MDA management fee | 0.18% to 0.3% per year + GST, based on assets under management. | The ongoing service fees charged for managing your investments within the Investment Program. |
| QuietGrowth administration fee | 0.18% to 0.3% per year + GST, based on assets under administration. | The fees charged for the administration and reporting for your portfolio. Includes access to the interfaces on our website, and on our iOS and Android apps for mobile phones and tablets. |
| Brokerage/trading fees | $0 | No brokerage/trading fees are payable for buying and selling of your securities. |
| Rebalancing fee | $0 | No rebalancing fee for the rebalancing of your portfolios. Rebalancing is done only for portfolios with assets under management of $10,000 or more. |
| Ongoing portfolio design fee | $0 | No fee payable for ongoing portfolio construction and asset allocation. |
| Performance fee | $0 | No performance fee is payable. |
| Entry fee | $0 | No entry fee is payable. |
| Exit fee | $0 | No exit fee is payable. |
| Establishment fee | $0 | No fee payable to open your QuietGrowth account. |
| Contribution fee | $0 | No fee payable to deposit an amount online to your QuietGrowth portfolios. |
| Withdrawal fee | $0 |
No fee payable to withdraw an amount online from your QuietGrowth portfolios to your bank account in Australia. If your bank account is outside Australia, an international telegraphic transfer fee of $100 is deducted. |
| ETF management fees | As applicable. | Charged by each fund issuer (of each of the securities in your portfolio), and are included in the traded unit price of each ETF. These fees are not paid directly by you, but they do impact the performance of your portfolio. |
| Bid-ask spread | As applicable. | Included in the traded unit price at which we execute the buy or sell trades of securities. |
QuietGrowth Invite Program
The QuietGrowth Invite Program allows you to lower your QuietGrowth fee. Invite your friends, and we will waive QuietGrowth fee on an additional $5,000 for you, and an additional $5,000 for your friend when they fund an account.
Total fees you incur
Pricing for SMSF Set-up
Know about our pricing for the establishment of your SMSF and the ongoing administration fees for that SMSF.