Here you can view more details about the Wealthtrac Superannuation Master Trust including the Product Disclosure Statement and Information Memorandums, for the related investments.
Wealthtrac Superannuation Master Trust Product Disclosure Statement PDS - Part 1 General Information PDS - Part 2 Investment Options Brochure PDS - Part 3 Insurance Brochure PDS - Part 4 Employee Insurance Brochure Forms Direct Debit Request & Agreement Form Personal Statement Transfer Request Authority Investment Alteration Forms This section provides forms which allow you to make changes to your investment portfolios.
Please note that frozen portfolios are not available for switching due to the time taken to redeem the investments from the fund manager. PST portfolios are only available for switching into if the client already has an investment in that PST portfolio. You should always consult your Adviser prior to requesting any investment alteration.
You should always consult your Adviser prior to requesting any investment alteration.Additional Investment Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to make an addition to your investment. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing, income distributions or fees.Management Alteration Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing, income distributions or fees.Reweight Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to reweight your investments. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing or income distributions.Switch Form
If you are a new investor DO NOT use this form, please use the Investment Authority Form. Please use this form if you wish to make a full or partial account balance switch and alter your on-going investment instructions. This form also allows you to permanently alter your existing investment instructions for Cash Account top up, investment rebalancing or income distributions.Direct Deposit Instructions
Click on the links below for information memorandums.
Conservative Portfolios BTA0805AU BT Wholesale Conservative Outlook Fund View IM CRS0001AU Aberdeen Sustainable Income Fund View IM FSF0033AU Colonial First State Wholesale Conservative Fund View IM IOF0100AU Perennial Capital Stable Wholesale Trust View IM MAQ0059AU Macquarie Master Capital Stable Fund View IM MAQ0291AU van Eyk Blueprint Capital Stable Fund View IM MIN0009AU Mercer Conservative Growth Fund View IM MMF0114AU ING Wholesale Capital Stable Trust View IM PWA0821AU BlackRock Wholesale Managed Income Fund View IM RFA0811AU BT Sustainable Conservative Fund View IM RIM0012AU Russell Conservative Fund Class C View IM RIM0023AU Russell II Portfolio View IM SBC0814AU UBS Defensive Investment Fund View IM VAN0109AU Vanguard Conservative Index Fund View IM Balanced Portfolios AJF0802AU ING Wholesale Balanced Trust View IM BTA0806AU BT Wholesale Balanced Returns Fund View IM CRS0002AU Aberdeen Capital Growth Fund View IM FSF0008AU Colonial First State Wholesale Diversified Fund View IM IOF0104AU Perennial Balanced Wholesale Trust View IM MAQ0290AU van Eyk Blueprint Balanced Fund View IM MIN0027AU Mercer Income Plus Fund View IM MLC0260AU MLC Wholesale Horizon 4 Balanced Portfolio Fund View IM MPL0001AU Maple-Brown Abbott Diversified Investment Trust View IM PWA0822AU BlackRock Wholesale Balanced Fund View IM RFA0815AU BT Wholesale Active Balanced Fund View IM RIM0011AU Russell Balanced Fund Class C View IM RIM0013AU Russell Diversified 50 Fund Class C View IM RIM0024AU Russell IV Portfolio View IM SBC0815AU UBS Balanced Investment Fund View IM SCH0102AU Schroder Balanced Fund Wholesale Class View IM VAN0108AU Vanguard Balanced Index Fund View IM Growth Portfolios AJF0003AU ING Tax Effective Income Trust View IM BAR0813AU BlackRock Scientific Diversified Growth Fund View IM BTA0125AU BT Wholesale Future Goals Fund View IM BTA0126AU BT Wholesale Split Growth Fund View IM FSF0498AU Colonial First State Wholesale High Growth Fund View IM MAQ0292AU van Eyk Blueprint High Growth Fund View IM MIN0013AU Mercer Growth Fund View IM MLC0265AU MLC Wholesale Horizon 5 Growth Portfolio Fund View IM MMF0115AU ING Wholesale Managed Growth Trust View IM PER0063AU Perpetual Wholesale Balanced Growth Fund View IM PER0066AU Perpetual Wholesale Split Growth Fund View IM RIM0014AU Russell Growth Fund Class C View IM RIM0020AU Ventura Wholesale Growth 70 Fund View IM RIM0025AU Russell VI Portfolio View IM RIM0030AU Russell High Growth Fund View IM VAN0111AU Vanguard High Growth Index Fund View IM ZUR0059AU Zurich Investments Managed Growth Fund View IM Cash Portfolios AUX0021AU United Cash Mgmt Fd (Class D) View IM CRS0009AU Aberdeen Cash Fund View IM CSA0029AU Aberdeen Cash Enhanced Fund View IM MAQ0187AU Macquarie Master Cash Fund View IM PER0258AU Perpetual's Exact Market Cash Fund View IM SBC0811AU UBS Cash Fund View IM SBC0812AU UBS Cash Plus Fund View IM UBS0017AU UBS Protected Cash Fund View IM Australian Fixed Interest Portfolios AUS0009AU Australian Unity Vianova Strat FI Tst WS View IM BGL0105AU BlackRock Indexed Australian Bond Fund View IM CRS0004AU Aberdeen Australian Fixed Income Fund View IM FSF0027AU Colonial First State Wholesale Australian Bond Fund View IM IOF0046AU Perennial Fixed Interest Wholesale Trust View IM JBW0016AU GSJBW Income Plus Wholesale Fund View IM JBW0018AU GSJBW Enhanced Income View IM MAL0012AU BlackRock Monthly Income Fund - Class D View IM MAQ0061AU Macquarie Master Fixed Interest Fund View IM MAQ0277AU Macquarie Income Opportunities Fund View IM MLC0669AU MLC W/S Horizon 1 Bond Portfolio View IM RFA0813AU BT Wholesale Fixed Interest Fund View IM SBC0005AU UBS Inflation-Linked Bond Fund View IM SBC0813AU UBS Australian Bond Fund View IM SCH0028AU Schroder Fixed Income Fund Wholesale Class View IM UBS0003AU UBS Diversified Credit Income Fund View IM VAN0001AU Vanguard Australian Fixed Interest Index Fund View IM ZUR0057AU Zurich Investments Australian Fixed Interest Fund View IM International Fixed Interest Portfolios ADV0067AU Advance International Fixed Interest Multi Blend Fund - Wholesale Units View IM BGL0107AU Barclays International Fixed Interest Index Fund View IM CRS0006AU Aberdeen International Fixed Income Fund View IM CSA0038AU Credit Suisse Global Income Fund View IM CSA0046AU Credit Suisse Syndicated Loan Fund View IM CSA0102AU Credit Suisse High Yield Fund View IM CSA0104AU Aberdeen Balanced Fixed Income Fund View IM DDH0007AU DDH Global Fixed Interest Alpha Fund View IM ETL0018AU EQT PIMCO Wholesale Global Bond Fund View IM ETL0146AU CAAM Global Bond Fund View IM MAQ0274AU Macquarie Master Diversified Fixed Interest Fund View IM PWA0825AU BlackRock Wholesale International Bond Fund View IM SBC0007AU UBS Diversified Fixed Income Fund View IM SBC0819AU UBS International Bond Fund View IM VAN0103AU Vanguard International Fixed Interest Index Fund (Hedged) View IM Property Portfolios AMP0255AU AMP Capital Listed Property Trusts Fund Class A Units View IM AMP0974AU AMP Capital Global Property Securities Fund Class A Units View IM ARO0014AU Fortis Investments High Income Global Property Securities Fund View IM CRS0007AU Credit Suisse Property Fund View IM ETL0005AU EQT SGH LaSalle Global Listed Property Securities Trust View IM FSF0004AU Colonial First State Wholesale Property Securities Fund View IM FSF0454AU Colonial First State Wholesale Colliers International Property Securities Fund View IM HBC0008AU Challenger Wholesale Property Securities Fund View IM HML0016AU ING Wholesale Global Property Securities Fund View IM MAQ0063AU Macquarie Master Property Securities Fund View IM MAQ0185AU Macquarie Master Enhanced Property Securities Fund View IM MAQ0300AU Macquarie Property Income Fund View IM MAQ0574AU Premium SAM Asia Property Fund View IM MGL0010AU RREEF Global (ex-Australia) Property Securities Fund View IM MLC0263AU MLC Wholesale Property Securities Fund View IM NML0061AU AXA W/S Australian Equity Value Fund View IM PAL0002AU RREEF Paladin Property Securities Fund View IM RFA0817AU BT Wholesale Property Investment Fund View IM RIM0031AU Russell International Property Securities Fund $A Hedged View IM SBC0816AU UBS Property Securities Fund View IM VAN0004AU Vanguard Property Securities Index Fund View IM VAN0018AU Vanguard International Property Securities Index Fund View IM VAN0019AU Vanguard International Property Securities Index Fund (Hedged) View IM ZUR0064AU Zurich Investments Property Securities Fund View IM Australian Shares Portfolios AAP0002AU Ausbil Investment Trust - Australian Geared Equity Fund View IM AAP0103AU Ausbil Invest - Aust Active Equity Fund View IM ADV0046AU Advance Imputation Fund - Wholesale Units View IM ADV0078AU Advance Australian Geared Equity Fund - Wholesale Units View IM AJF0804AU ING Wholesale Australian Share Trust View IM AMP0250AU AMP Henderson Diversified Growth Fund Class A Units View IM AMP0370AU AMP Capital Equity Fund Class A Units View IM AMP0449AU AMP Capital Sustainable Share Fund Class A Units View IM ARO0011AU Fortis Investments Australian Equity Fund View IM AUG0004AU Australian Ethical Larger Companies Trust View IM AUS0030AU Australian Unity Platypus Australian Equities Trust - Wholesale Units View IM BAR0814AU BlackRock Scientific Australian Equity Fund View IM BFL0002AU Bennelong Concentrated Aust Eq Fd View IM BFL0004AU Bennelong Ex-20 Australian Equities Fund View IM BNT0003AU Hyperion Australian Growth Companies Fund View IM BTA0055AU BT Wholesale Australian Share Fund View IM CRS0003AU Aberdeen Classic Series Australian Equities Fund View IM EQI0027AU Aberdeen Financials Fund View IM ETL0030AU EQT SGH Wholesale Absolute Return Trust View IM ETL0042AU SGH20 View IM ETL0148AU Armytage Enhanced Leaders Fund View IM FID0008AU Fidelity Australian Equities Fund View IM FSF0002AU Colonial First State Wholesale Australian Share Fund View IM FSF0003AU Colonial First State Wholesale Imputation Fund View IM FSF0016AU Colonial First State Wholesale Leaders Fund View IM FSF0043AU Colonial First State Wholesale Geared Share Fund View IM FSF0079AU Colonial First State Wholesale 452 Australian Share Fund View IM HBC0011AU Challenger Wholesale Australian Share Income Fund View IM HHA0001AU Hunter Hall Australian Value Trust View IM HOW0019AU Custom Choice Wholesale Boutique Australian Share Portfolio View IM HOW0020AU Orion Wholesale Australian Share Fund View IM HOW0026AU Challenger Wholesale Select Australian Share Fund View IM HOW0121AU Challenger Wholesale Socially Responsive Share Fund View IM IML0002AU Investors Mutual Australian Share Fund View IM IML0004AU Investors Mutual Industrial Share Fund View IM IOF0048AU Perennial Growth Shares Wholesale Trust View IM IOF0206AU Perennial Value Shares Wholesale Trust View IM JBW0009AU GSJBW Australian Equities Wholesale Fund View IM LAZ0010AU Lazard Australian Equity Fund - Wholesale View IM LAZ0013AU Lazard Select Australian Equity Fund - Wholesale View IM MAQ0057AU Macquarie Master Australian Enhanced Equities Fund View IM MAQ0062AU Macquarie Master Active Australian Equities Fund View IM MAQ0289AU van Eyk Blueprint Australian Shares Fund View IM MLC0262AU MLC Wholesale Australian Share Fund View IM MLC0264AU MLC Wholesale IncomeBuilderTM View IM MMF0340AU ING Wholesale Blue Chip Imputation Trust View IM NAV0002AU Navra Blue Chip Australian Share Wholesale Fund View IM NML0143AU AXA Wholesale Australian Equity - Industrials Fund View IM PAM0001AU Challenger W/S Australian Share Fund View IM PER0046AU Perpetual's Wholesale Industrial Fund View IM PER0049AU Perpetual Wholesale Australian Fund View IM PER0071AU Perpetual Wholesale Geared Australian Fund View IM PER0072AU Perpetual's Wholesale SHARE-PLUS Long-Short Fund View IM PER0102AU Perpetual Wholesale Concentrated Equity Fund View IM PER0260AU Perpetual Wholesale Diversified Income Fund View IM PER0270AU Pengana Emerging Companies Fund View IM PPL0106AU Aviva Investors High Growth Shares Fund View IM PVA0011AU Prime Value Growth Fund - Class B View IM PVA0022AU Prime Value Imputation Fund - Class B View IM PWA0823AU BlackRock Wholesale Australian Share Fund View IM RFA0025AU BT Wholesale Ethical Share Fund View IM RFA0103AU BT Wholesale Imputation Fund View IM RFA0818AU BT Wholesale Core Australian Share Fund View IM RIM0015AU Russell Australian Shares Fund Class C View IM RIM0021AU Ventura Wholesale Australian Share Fund View IM RIM0029AU Russell Australian Opportunities Fund View IM SBC0817AU UBS Australian Share Fund View IM SCH0101AU Schroder Wholesale Australian Equity Fund View IM TYN0028AU Tyndall Australian Share Wholesale Portfolio View IM VAN0002AU Vanguard Australian Shares Index Fund View IM VAN0104AU Vanguard Australian Shares High Yield Fund View IM VEN0006AU All Star IAM Australian Share Fund View IM ZUR0060AU Zurich Investments Australian Share Fund View IM ZUR0538AU Zurich Investments Equity Income Fund View IM Australian Smaller Companies Portfolios AAP0104AU Ausbil Investment Trust - Australian Emerging Leader Fund View IM ADV0096AU Advance Australian Smaller Companies Multi-Blend Fund WS Units View IM ASC0001AU Smallco Investment Fund View IM AUS0108AU Acorn Capital Wholesale Microcap Trust View IM CSA0131AU Aberdeen Classic Series Australian Small Companies Fund View IM EGG0001AU Eley Griffiths Group Small Companies Fund View IM MAQ0454AU Macquarie Australian Small Companies Fund View IM MIN0007AU Mercer Australian Small Companies Fund View IM OPS0001AU Opis Capital Dynamic Equity View IM OPS0002AU Opis Capital Premium Equity Fund View IM RFA0819AU BT Wholesale Smaller Companies Fund View IM WPC0013AU EIM Emerging Resources Company Share Fund View IM Global International Shares Portfolios ARO0006AU Fortis Investments Global Equity Fund View IM BAR0817AU BlackRock Scientific International Equity Fund View IM BGL0109AU BlackRock Scientific Hedged International Equity Fund View IM BTA0056AU BT Wholesale International Share Fund View IM CRS0005AU Aberdeen Actively Hedged International Equities Fund View IM CSA0135AU Aberdeen Fully Hedged International Equities Fund View IM ETL0071AU T. Rowe Price Global Equity Fund View IM FSF0170AU Colonial First State Wholesale Geared Global Share Fund View IM GTU0008AU INVESCO Wholesale Global Matrix Fund - hedged View IM HHA0002AU Hunter Hall Global Ethical Trust View IM HOW0002AU Hunter Hall Value Growth Trust View IM IOF0045AU Perennial International Shares Wholesale Trust View IM JBW0014AU GSJBW International Wholesale Fund View IM JBW0027AU GSJBW Global Flex Funds View IM MAQ0293AU van Eyk Blueprint International Shares Fund View IM MAQ0410AU Walter Scott Global Equity Fund View IM MGE0001AU Magellan Global Fund View IM MIN0015AU Mercer Overseas Shares Fund View IM MLC0261AU MLC Wholesale Global Share Fund View IM MMC0110AU EQT Intrinsic Value International Sharemarkets Fund View IM NML0348AU AXA - Wholesale Global Equity - Value Fund View IM ORD0007AU Ord Minnett Global Dynamic Fund View IM PER0050AU Perpetual Wholesale International Share Fund View IM PLA0002AU Platinum Int' Fund View IM RFA0821AU BT Wholesale Core Global Share Fund View IM RIM0016AU Russell International Shares Fund Class C View IM RIM0017AU Russell International Shares Fund - $A Hedged View IM RIM0022AU Ventura Wholesale International Share Fund View IM RIM0032AU Russell Global Opportunities Fund View IM SBC0822AU UBS International Share Fund View IM TGP0004AU GVI Global Industrial Share Fund View IM THO0003AU RCM Global Equities Fund View IM VAN0003AU Vanguard International Shares Index Fund View IM VAN0005AU Vanguard Emerging Markets Shares Index Fund View IM VAN0105AU Vanguard International Shares Index Fund (Hedged) View IM WHT0018AU Capital Int'l Global Eq Fund View IM ZUR0061AU Zurich Investments Global Thematic Share Fund View IM Specialist International Shares Portfolios ADV0083AU Advance Asian Equity - Wholesale Units View IM AMP0455AU AMP Capital Responsible lnvestment Leaders Int'l Share Fund Class A Units View IM BTA0100AU BT Wholesale American Share Fund View IM BTA0124AU BT Wholesale European Share Fund View IM BTA0130AU BT Wholesale Japanese Share Fund View IM EQI0028AU Aberdeen Asian Opportunities Fund View IM FID0011AU Fidelity China Fund View IM FID0015AU Fidelity India Fund View IM FSF0038AU Colonial First State Wholesale Global Resources Fund View IM FSF0143AU Colonial First State Wholesale Global Technology & Communication Fund View IM FSF0146AU Colonial First State Wholesale Global Health & Biotechnology Fund View IM GSF0001AU Grant Samuel Epoch Glb Eq Shrhldr Hgd View IM GSF0002AU Grant Samuel Epoch Glb Eq Shrhld Unhg View IM HBC0010AU Challenger Wholesale Asian Share Fund View IM JBW0103AU GGSJBW Global Small Companies Wholesale Fund View IM JBW0111AU GSJBW Global Health & Biotech Wholesale Fund View IM MAQ0441AU Premium China Fund View IM MAQ0473AU Macquarie BRIC Advantage Fund (Hedged) View IM PLA0001AU Platinum European Fund View IM PLA0003AU Platinum Japan Fund View IM PLA0004AU Platinum Asia Fund View IM PLA0100AU Platinum International Brands Fund View IM PLA0101AU Platinum International Technology Fund View IM ZUR0240AU Zurich Investments Global Small Companies Share Fund View IM Specialist Portfolios CSA0063AU Credit Suisse Enhanced Commodity Fund View IM ETL0046AU K2 Select International Absolute Return Fund View IM HFL0108AU HFA International Shares Fund (Hedged) View IM KAM0101AU K2 Australian Absolute Return Fund View IM MAL0018AU BlackRock Global Allocation Fund (Aust) - Class D View IM MAL0030AU BlackRock Asset Alloc Alpha Fd (Class D) View IM MAQ0432AU Macquarie International Infrastructure Securities Fund View IM MAQ0482AU Winton Global Alpha Fund View IM MAQ0598AU van Eyk Gold Bullion Fund View IM MGL0019AU DWS Global Equity Agribusiness Fund View IM MMF1191AU ING WS Protected AUS 50 Trt View IM MMF1403AU ING WS Protected Gwth Trt No 2 View IM PMC0100AU PM Capital Absolute Performance Fund View IM PMC0103AU PM Capital Enhanced Yield Fund View IM SLT0006AU Baker Steel Gold Fund View IM SSB0130AU Legg Mason Tactical Allocation Trust View IM Listed Securities AWE AWE Limited View IM BPT Beach Energy Limited View IM LLC Lend Lease Group View IM UGL UGL Limited View IM
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