Welcome to the Wealthtrac Portfolio Service and Wealthtrac
Superannuation Master Trust
Web Site brought to you by 2020 DIRECTINVEST
Most portfolio service accounts are available only through financial advisers and therefore incurred additional costs such as entry or exit fees and adviser service
fees of 1%-2% pa. 2020 DIRECTINVEST is able to offer our customers direct access to the Wealthtrac Portfolio Service and the Wealthtrac Superannuation Master Trust without
an adviser.
2020 DIRECTINVEST investors will receive a 0.36% administration fee rebate for both the Wealthtrac Portfolio Service and Superannuation Master Trust.
There are no additional transaction fees and 2020 DIRECTINVEST is waiving all entry and exit fees, making this one of the best value wrap accounts available in the market
place today.
Investors are able to take full control of their investment with 24/7 online access to accounts, access to independent research when selecting investment options and submit
investment instructions direct to Wealthtrac by fax.
More information
Find out more about this service by selecting the appropriate section on the left side of this page.
Visit 2020 DIRECTINVEST for more information on wrap accounts.
Existing investors 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.
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.
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 DIRECTINVEST Important Notice and the Terms and
Conditions pages before using this site.
Also available to view is the
2020 DIRECTINVEST Financial Services Guide.