What a fee summary shows

You can generate a fee summary in Adviser Online. This will give you an overview of your client’s fees including their:

  • adviser fees
  • admin fees
  • fee exclusions
  • group details
    • group name
    • group fees
  • Advice Fee Consent (AFC) fee arrangement details.

You can also find the AFC form from the fee summary page. 

Generate a fee summary

To see your client’s fee summary profile:

  1. Log in to Adviser Online
  2. Search for an account using the global search bar
  3. Click the Fee profile tab.

See fees as dollar amounts

The fee profile shows your client’s fee tiers. You can view their fees as a dollar amount by downloading a Fee Statement from the fee profile tab.

  1. Click Fee Statement
  2. Your client information will pre-populate
  3. Make sure the Fee Statement box is ticked
  4. You can then Download or Print the fee statement.

Chat to us on Adviser Online

Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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