2020

2020



2020 DIRECTINVEST



Wealthtrac’s specialised wrap administration platform provides investors with access to a range of financial products and services though a single account.

This service is available across investment, superannuation and pension, and is available from 2020 DIRECTINVEST with discounted administration fees and without any unnecessary adviser service fees.


Key features



  • Access to hundreds of wholesale managed funds
  • Access to ASX listed shares
  • 24/7 online access to accounts through MoneyOne
  • Regular and consolidated reports on portfolio valuation, income and transaction history
  • 2020 investors are able to transact directly on their Wealthtrac service by fax


Wealthtrac Portfolio Service



The Wealthtrac Portfolio Service offers access to a wide range of managed funds as well as any listed ASX security. Invest with some of Australian’s leading investment managers with over 300 wholesale and boutique funds across all asset classes.

The Wealthtrac Portfolio Service can be used by individual investors, self-managed super funds, trusts and joint investors.


Wealthtrac Superannuation



Wealthtrac Superannuation accepts all categories of super contributions, rollovers and provides easy access to an allocated pension when members have reached their preservation age. Invest in a menu of over 300 wholesale managed funds and 200 of the top ASX listed-securities.

Wealthtrac Superannuation also offers comprehensive insurance options such as Death Only Cover, Death and Total and Permanent Disablement (TPD) Cover and Salary Continuance Cover.

Wealthtrac allocated pension allows members who have reached their preservation age to continue to invest in the same range of investments but receive a regular income stream from their superannuation savings.


To visit the 2020 DIRECTINVEST website, click here.