Home

Wealthtrac Portfolio Service

Direct Share Service

Wealthtrac Superannuation Master Trust

DIY Financial Planning Tools

FAQ

In-specie Transfer Facility

Contact Us

Client Login

Terms & Conditions

2020 Important Notice

Privacy & Security

Site Map

 Welcome


Welcome

to the Wealthtrac Portfolio Service and Wealthtrac Superannuation Master Trust Web Site brought to you by 2020 DIRECTINVEST

At 2020 we are committed to providing our clients with the best tools and information available in order to execute investment decisions in the most cost effective manner.

Until now most of the portfolio service accounts were available only through financial advisers and therefore incurred additional costs such as adviser service fees. The Wealthtrac service too, is available through advisers but 2020 has structured an arrangement to allow DIY investors access with substantially reduced fees. Clients will have a significant portion of the administration fee rebated resulting in an administration fee of 0.87% (inclusive of GST) for the Wealthtrac Portfolio Service and an administration fee of 0.92% (inclusive of GST) for the Wealthtrac Superannuation Master Trust. 2020 DIRECTINVEST has negotiated a 0.36% (incl. GST) administration fee rebate for the Portfolio Service and a 0.36% (incl. GST) administration fee rebate for the Superannuation Master Trust. There will be NO ADDITIONAL TRANSACTION FEES making this one of the best value products available today. Also there are NO ENTRY OR EXIT FEES as 2020 chooses to make these fees 0%.

Please note that the reduced fees for 2020 customers are not reflected in the Wealthtrac Portfolio Service Guide or the Wealthtrac Product Disclosure Statement. The special lower fees have been incorporated into the application forms and investment authority forms.

Register on the 2020 DIRECTINVEST website to receive regular updates on WRAP accounts.

Users with valid accounts can view and analyse investment information, download reports and investment documentation, and check contact details. Casual visitors do not need to log in and can access prospectus documents, view the investment options, access tools and see sample reports. Simply click on the appropriate section on the left side of this page.

Users with current accounts should log in here. Clients who do not yet have an account should contact the Wealthtrac help desk to open an account, or alternatively contact 2020 DIRECTINVEST for further assistance on wrap accounts Australia. You must ensure that you tell the help desk that you are a client of 2020 DIRECTINVEST in order to ensure you receive the lower fees.

For those who want more information on the Wealthtrac products, please go to the Contact Us page.

Not Financial Advice

This Internet site provides general information only. No investment advice is provided, and the information on this Internet site does not take into account the particular circumstances, investment objectives or financial needs of any investor or potential investor. Before making an investment decision, you should consider whether the information is appropriate having regard to your particular circumstances, investment objectives and financial needs. You also may wish to consult an appropriately qualified adviser.

You should read the 2020 Important Notice and the Terms and Conditions pages before using this site.
Also available to view is the 2020 Financial Services Guide.

Disclaimer: This Internet site provides general information only. No investment advice is provided, and the information on this Internet site
does not take into account the particular circumstances, investment objectives or financial needs of any investor or potential investor.
Before making an investment decision, you should consider whether the information is appropriate having regard to your particular circumstances,
investment objectives and financial needs. You also may wish to consult an appropriately qualified adviser.

This web site is part of the MoneyOne web portal and is owned and maintained by Oasis Asset Management Ltd.
Your use of this site is conditional on your acceptance of the following Terms and Conditions
Feedback: feedback@oasisasset.com.au
©Oasis Asset Management Ltd ACN 090 906 371