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20/20 Funds DIRECTINVEST offers AMA members a 100% rebate of the entry fees on virtually any managed fund, superannuation fund, allocated pension or master trust. Other financial services include margin lending, on-line share trading and employer superannuation.

20/20 Funds DIRECTINVEST

2020 DIRECTINVEST has provided premium low cost investment services to AMA members since 1997. We empower you with the tools and information to make and execute investment and superannuation decisions in the most cost-effective manner.

We believe in providing first class customer service and delivering valuable benefits and savings to AMA members.

Save on fees

Most managed funds and super funds have entry fees or contribution fees of up to 4%. Typically deducted from the initial investment as well as all additional and regular investments, entry fees are paid to your financial adviser, or where you invest in a fund with no financial adviser the entry fee is retained by the fund manager.

When you invest with 2020 DIRECTINVEST, we rebate 100% of entry fees, ensuring that all of your money is working for you from day one.  Access over 1000 funds from Australia’s leading funds managers. Click here for more information on managed funds. If you have managed funds and you didn't make your initial investment through 2020 DIRECTINVEST, you may be paying up to 4% in entry fees every time you invest. Nominate 2020 DIRECTINVEST as your fund broker to receive a 100% rebate of all future entry fees without needing to change the investment. 

Click here for more information >>

A special offer for AMA members

2020 DIRECTINVEST has aggregated the investment buying power of AMA members to negotiate special deals and fee arrangements that would not normally be available to individuals including:

  • Invest as little as $5,000 to own a direct share portfolio of Australia's top 20 ASX listed companies with the 2020 DIRECTINVESTBlueChip20
  • Wrap accounts let you invest in hundreds of wholesale managed funds. Invest directly without unnecessary adviser service fees
  • 0.25% - 0.40% interest rate discount on margin loans from 2020 DIRECTINVEST's preferred margin lenders. Discount interest rates are available to all new, existing and refinance loans.

For more information, visit www.2020directinvest.com.au or call 2020 DIRECTINVEST on 1800 352 021.

Featured funds for the month of December

Macquarie Deposit plus Access 200

Macquarie Deposit plus Access 200 is a 5 year deposit with Macquarie Bank Limited and a deferred purchase agreement that accesses the potential upside of the S&P/ASX 200 index above a set hurdle, at maturity. 90% of the application amount will be placed on deposit with Macquarie Bank Limited, which is currently covered by the Government guarantee for up to three years. 10% of the application amount will be used to provide investors with a deferred purchase agreement that is linked to the performance of the S&P/ASX 200 index, which is capital guaranteed at maturity.

Minimum Investment: $10,000
Investment bonus: 100% entry fee rebate

Falkiner Global Absolute Returns Fund

The Falkiner Global Absolute Returns Fund gives you access to some of the world's most exciting companies. These companies are carefully selected based on fundamental research, using an active bottom-up selection process. This fund may interest high net worth investors as well as Self Managed Super Fund investors wanting to enhance their long-term returns. Investors should have a medium to long term time horizon to gain the maximum benefit from their investment in the fund.

Minimum Investment: $25,000

Click here for all 2020 DIRECTINVEST Latest Investment Offers

Date released: 10/24/2002

Worry free control of your SMSF

Download the PDF version of Worry free control of your SMSF file Estimated file size 274.38 kb
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