22/01/2025
Last year we averaged a 55.05% return for each of our "Best 85 Coaching Strategies" in 2024.
Do you want to learn these exact strategies?? These strategies can be used for Super funds if you choose.
SUPER FUNDS EXPOSED
Real Case Study Example: Don't Be Like David ! You are Not Paying 1% in Fees it's More like "High Management Fees" of 36% per annum AND it's happening to you!
David has been diligently contributing to his superannuation fund, amassing $300,000 in the MLC Balanced Super Fund. However, a closer look at the investment’s performance and fee structure reveals how much he actually takes home after fees - and it’s a wake-up call for anyone with money in a Super fund. The MLC Balanced Super Fund delivered a gross annual average investment return over 3 years of only 5.59%
Super Fund Performance and Fees Summary:
David's Investment Return = $16,770
Management & adviser Fees = $6,000
Net Investment Return of only $10,770 . . . . .
[$16,770 − $6,000 = $10,770]
Fee Impact: David keeps ONLY 64% of the investment return: $10,770
A STAGGERING 36% of his gross return goes to MANAGEMENT FEES: $6,000 each year
Key Insights
Fees Erode Wealth: Over a single year, $6,000 in fees significantly reduced David’s investment gains, highlighting the critical impact of high management fees on long-term returns.
Opportunity Cost: If David had invested in a fund that achieved better returns with lower fees or sought alternative options, he could have retained a larger portion of his returns.
Lessons Learned
David's situation is a cautionary tale for investors. Paying 36% of your investment return annually in FEES drastically diminishes your wealth over time.
Don’t Be Like David !
We teach people how to increase their wealth and cut out those high management fees.
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RPAA Member If you are seeking to grow your wealth into the future and learn the secrets you will be pleased to know we have decided to offer a limited number of RPAA Platinum Memberships to those people that are seeking to grow their wealth into the future and being “Mentored” by The Retirement Planning As...
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