Terms and Conditions

Services Provided

All My Funds Pty Ltd ABN 12 123 521 504 ("AMF") provides a web-based subscription service that enables the Customer to view details regarding the Customer's superannuation funds ("Funds"). The extent of the details relies on the information the Funds are willing to provide electronically to AMF.
AMF is an Authorised Representative (number 311534) of Client Wealth Financial Services Pty Ltd ABN 49 126 463 223 ("Client Wealth"). Client Wealth is the holder of an Australian Financial Services Licence No 316375.
The Customer appoints AMF as the adviser on the Funds and agrees to sign whatever documentation the managers of the Funds require to effect the appointment of AMF and requests AMF to contact them regarding their superannuation funds.
AMF agrees to advise the managers of the Funds that the commission on contributions to the Funds is to be set at zero. AMF agrees to advise the managers of the Funds that the commission on the balance(s) in the Funds is to be set at zero. For those commissions that the managers of the Funds cannot set to zero AMF will rebate annually via cheque less $25 administration fee.

All information which appears on the AMF website or other publications in relation to the Funds has been provided by the manager of the relevent Fund. This detail may include the number and value of current investments, contributions made to the Funds, fees and taxes paid by the Funds, historical performances of investments within the Funds, your personal details and any beneficiaries - this is collectively known as the “Information.”
AMF has not independently verified the Information and simply reproduces the Information.
AMF gives no assurances or guarantees that the Information published on the AMF website or any of its publications is accurate, complete or current.

The Customer agrees to pay AMF an annual sum of $385 incl GST ("Subscription").
The Customer agrees to pay the Subscription by arranging for automatic electronic payments to be made from the Fund(s). If the managers of the Fund(s) cannot arrange an annual payment, the Customer will request that pro rata payments be made at a monthly frequency.
If the managers of the Fund(s) cannot arrange for payment of the Subscription, the Customer agrees to make an annual electronic payment in advance from their bank account.
AMF may increase the amount of the Subscription but by no more than the Consumer Price index as published by the Australian Bureau of Statistics as the "CPI All Groups, Weighted Average of Eight Capital Cities".

The Customer cannot and may not rely on the Information provided on the website for deciding whether to acquire or dispose of a financial product, but must make their own investigations and if the Customer considers appropriate, obtain advice.
The Customer acknowledges that the Information provided by AMF is simply published by it and not prepared by it. It is provided for guidance only and may not be relied upon as advice.
The Customer must not reveal their user name or password to any other person.
The Customer must not reproduce, republish, broadcast or otherwise distribute information from AMF's website without the prior written permission of AMF.
As every Customer's situation is different, it is up to the Customer to determine whether they will save money by appointing AMF as its adviser on the funds. Savings may or may not occur in the first year but as the balance of superannuation increases, any savings are likely to be greater over time.

This agreement is governed by the laws of Queensland, Australia. The Customer submits to the jurisdiction of the Courts of Queensland.
The clauses relating to the limits of liability, governing law and legal jurisdiction shall survive the ending of this agreement.

The date the Customer signed the application form.

You have read the document headed "AllMyFunds Terms and Conditions of Use". You are aware that AMF specifically states that:

The information provided by AMF or on the AMF website is provided by the managers of your Funds and its accuracy is not AMF's responsibility.
The Information provided by AMF or on the AMF website should not under any circumstances be considered as personal financial product advice or a financial product recommendation. This includes advice regarding the acquisition, disposal or holding of any superannuation fund or financial investment; any recommendation in relation to your existing superannuation product and any modification to an existing superannuation investment strategy or contribution level. It has been prepared for general information only and not having regard to the Customer's particular investment objectives, financial situation, particular needs or tolerance for risk. Any performance related information in relation to the Funds is historical and cannot be relied upon as an indicator for future performance.
Before making any investment decision, you should consider whether any investment is appropriate in light of your particular investment needs, objectives and financial circumstances.

the Referrer, is only providing information about adviser fees for your superannuation fund and is not licensed to provide financial product advice; and
the Referrer is only acting as a referrer for AMF and as such will receive a Referrer's Fee.