Our Advice Fee Exclusion feature allows you to tailor fee arrangements with your clients by excluding specific investment types—such as term deposits, term annuities, and cash account balances—when calculating advice fees. 

We’ve recently enhanced this functionality to provide even greater flexibility. You can now also exclude foreign currency and unlisted bonds from your fee calculations. 

To access, simply login to AdviserHUB and navigate to  Accounts > Advice fees and click on the ‘fee exclusion’ quick link on the main dashboard. 

This enhancement is part of ongoing changes to our Advice Fee capability to improve and streamline processes, drive efficiencies, and enhance transparency for advisers.