Managed
PortfoliosBook a discovery call

Cash Margin Calculator

Cash Margin Impact Calculator

Model the estimated impact of structural cash margins on total portfolio cost.

Book a discovery call

About this tool

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.

Add Inputs

Impact of Cash Margin on Total Portfolio Cost

Estimated annual (%)

—

Estimated annual ($)

—

Illustrative. Based on your inputs. Not advice.

How this is calculated
  • Estimated annual (%) = (Allocation to Cash % / 100) x Cash Margin %
  • Estimated annual ($) = (Allocation to Cash % / 100) x (Cash Margin % / 100) x Portfolio Value
YOUR INPUTSResults recalculate in your browser as you type. Nothing is sent or stored.

At Managed Portfolios, we believe rigorous modelling of both disclosed fees and embedded structural margins is central to transparency and high-quality financial advice.

Managed Accounts for Advice Firms

Book a discovery call