The Minimum Investment is $250,000. Larger sums can be invested in multiples of $250,000.

Redemption:
1. A 1% Early Redemption Fee of the then current portfolio value will be charged if redemption occurs within 12 months of starting the portfolio.
2. One month's notice is required for redemption.
3. One month's notice is required to withdraw smaller portions of capital.
4. Partial capital withdrawals should not reduce the portfolio value to less than $250,000.

Fees:
1. Establishment Fee: A fixed establishment fee of $110 for existing SPA3 users and $550 for non-existing SPA3 users.
2. Competitive online brokerage rates.
3. No ongoing management fee.
4. Performance Fee: 20% of all returns above the ALL-ORDS Index, measured and charged on a quarterly basis.

Share Wealth Systems will receive licence fees from the executing broker for the use of the SPA3 methodology to provide this service.

Besides the potential portfolio performance you'll find the fees extremely competitive compared to other Managed Portfolio Services, Managed Funds or Managed Discretionary Account services.

To get going:
1. Contact Share Wealth Systems at http://www.sharewealthsystems.com.au/contactus.php for a Managed Portfolio Service Trading Plan.

Share Wealth Systems look forward to being of service to you.