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Cash Margin Impact Calculator
Model the estimated impact of structural cash margins on total portfolio cost.
Understanding total portfolio cost requires more than reviewing headline administration fees. In many platform and superannuation environments, cash margins are embedded within credited interest rates rather than charged as an explicit fee.
This calculator allows advisers to model the estimated effect of structural cash margins based on portfolio size, cash allocation and margin assumptions. This tool is intended for modelling purposes only and does not reference any specific provider or structure.
At Managed Portfolios, we believe rigorous modelling of both disclosed fees and embedded structural margins is central to transparency and high-quality financial advice.
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