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.