Investment calculator
Managed Funds Fee Calculator
Compare how management costs, contribution fees, adviser fees, and other costs affect long-term fund balances.
Use case
Before you start
Best for
- Comparing two investment fee structures
- Checking how annual percentage and fixed fees affect balances
- Preparing questions about fund costs before seeking licensed advice
Information requested
- Initial investment and contributions
- Annual return assumption
- Management, contribution, adviser, and fixed costs
- Alternative fee scenario
Primary final balance
$0
Effect of fees
$0
No-fee projection
$0
Alternative balance
$0
Alternative difference
$0
Merrylands office
Ready to discuss your tax or accounting matter?
Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.
Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160
Open Monday to Friday, 9:00 AM – 6:00 PM