Introducing fee aggregation
Offered through Pursuit Select, fee aggregation allows you to aggregate up to four accounts – for significant fee savings.
This feature is available to immediate family members and same-sex couples and allows you to treat up to four accounts as one for fee purposes.
Once the aggregated balance exceeds $500,000 the fee cap applies, and your clients start to save.
The power of fee aggregation
| Relationship | Product | Account balance | Normal fee | Fee with aggregation | Saving | |
| Mr H Smith | Father | Pension | $450,000 | $2,875 | $1,865 | $1,010 |
| Mrs B Smith | Mother | Super | $230,000 | $1,665 | $953 | $712 |
| Mr B Smith | Son | Investment | $65,000 | $618 | $270 | $348 |
| Miss M Smith | Daughter | Super | $15,000 | $360 | $62 | $298 |
| Totals | $760,000 | $5,518 | $3,150 | $2,368 |
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