You would have recently been made aware via your nominated adviser of the acquisition of Fincare Wealth by Cashflow Financial. You are receiving this notice because you have an account with Mason Stevens Super and currently hold investments in one or more of the Cashflow Financial Wealth Managed Portfolios listed below.
What is the change?
Effective 12 January 2026, the Cashflow Financial Wealth Managed Portfolios will now incur a fee, as outlined below. The fees stated are inclusive of goods and services tax (GST) and net of any reduced input tax credits (RITC).
As an example, if you invested $50,000 in the Balanced Hybrid Managed Portfolio, the annual investment management fee you pay will increase by $162.50 per annum ($50,000 x 0.325%) from 12 January 2026.
It is important to note that this aligns with the management fee disclosed within the Statement of Advice you have received.
Why are the investment management fees increasing?
To ensure the portfolio manager is appropriately remunerated for their ongoing investment expertise and oversight, an investment management fee will now apply to your portfolio. This fee supports the continued delivery of professional portfolio management, including research, monitoring, and execution aligned with your investment objectives.
What are the next steps?
If you choose to keep your investments in the Cashflow Financial Wealth Managed Portfolios, no action is required. However, please be aware that the Investment Management Fee will commence from 12 January 2026. If you wish to make any changes to your investments, please contact your financial adviser.
Should you have any questions, please reach out to your adviser or contact us using the information provided below.
Current as of 12 December 2025. This is general information only and does not constitute financial product advice. Because of this you should, before acting on this information, consider its appropriateness having regard to your objectives, financial situation and needs. This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Diversa Trustees Limited ABN 49 006 421 638 AFSL 235153 RSE Licence No. L0000635, is the Trustee of Mason Stevens Super (the “Fund”) an APRA-regulated fund ABN 34 422 545 198. Mason Stevens Pty Limited ABN 91 141 447 207 AFSL 351578 is the Promoter and Custodian of the Fund. Mason Stevens Asset Management Pty Limited ABN 92 141 447 654 is the Investment Manager of the Fund and is a Corporate Authorised Representative of Mason Stevens Pty Limited. FNZ (Australia) Pty Limited ABN 67 138 819 119 is the Administrator of the Fund.
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