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Annual Fees

Nucleus can invest across a number of different platforms. Below we show the fees on our cheapest options. Trading fees start from just 0.099% of the value traded.

Non-Superannuation OR SMSF
Personal Superannuation
First $500,000

0.33%0.55%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

$500,000 to $2m

0.165%0.20%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

More than $2m

0.11%0.145%

  • Low trading costs

  • No ongoing fees on foreign currency

  • No ongoing fees on a range of ETFs

  Amount of Money Invested
  $10,000 $25,000 $50,000
Data for all Australian Super Funds
  - Average 1.66% 1.36% 1.26%
  - Median 1.52% 1.26% 1.16%
- Nucleus Super on DASH* 0.60% 0.60% 0.60%
- Nucleus on Interactive Brokers (SMSF or Non-Super) 0.33% 0.33% 0.33%
  Amount of Money Invested
  $250,000 $500,000 $1m
Data for all Australian Super Funds
  - Average 1.15% N/A N/A
  - Median 1.07% N/A N/A
- Nucleus Super on DASH* 0.60% 0.60% 0.44%
- Nucleus Super on Praemium* 0.65% 0.55% 0.44%
- Nucleus on Interactive Brokers (SMSF or Non-Super) 0.33% 0.33% 0.25%

Source: Australian Prudential Regulation Authority (APRA) Heatmaps
* Nucleus calculations assuming a 40% weight to international stocks

How do our fees compare?

Getting to the bottom of investment fees can be difficult - for many companies intentionally so.

Many funds have multiple layers of fees and they may not be showing you all of the fees.

In the tables here we show the average and median fees for all Australian Superannuation funds as assessed by the Australian Prudential Regulation Authority.

Nucleus Direct Indexing is one of the cheapest ways to invest either inside of super or outside of super.

Tiered fees - cheaper the more you invest

The fees come in three parts:

  1. Administration: managing your account, deposits, withdrawals, dividends and reporting 
  2. Investment: managing which stocks to buy
  3. Trading: buying or selling stocks

You can choose to invest in almost any structure (Individual, Joint, Personal Superannaution, Company, Trust, SMSF etc.). The investment fee and trading fees are the same.

Administration fees vary based on whether you are investing in personal superannuation or not.

The below shows the fees on our cheapest and most flexible platform. 

Table 1. Administration Fee Tiers

Investment Amount Cash or ETF Tilts All Other investments
$0-500,000 0.000% 0.165%
$500,000+ 0.000% 0.000%

 

Table 2. Investment Fee Tiers

Investment Amount Cash or ETF Tilts All Other investments
$0-$2m 0.000% 0.165%
$2m+ 0.000% 0.110%

 

Table 3. Trading

0.099% of the value traded. 

For example, say you deposit $1,000 every month into a global 75 direct index. We would buy 75 shares (or fractions of shares) and charge you 99c in total for all 75 trades. 

 

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