If you have any questions, please contact Wealthtrac Client Services on 1300 552 477 or email feedback@wealthtrac.com.au.

Make sure you identify yourself as a 2020 DIRECTINVEST Customer so you are eligible to receive the lower fees.

Who is 2020 DIRECTINVEST?
Who is Oasis Asset Management and Oasis Fund Management?
Why did 2020 DIRECTINVEST choose the Wealthtrac platform over other services available?
How do I apply?
How do I invest in managed funds and listed ASX securities?
What is the Wealthtrac Portfolio Service?
I am an investor in another Portfolio Service/wrap account. Can I transfer my investments without selling them?
What is the Wealthtrac Superannuation Master Trust?
I am an investor in another Superannuation Trust. How do I transfer/rollover to the Wealthtrac Superannuation Master Trust?
Who is the Trustee of the Wealthtrac Superannuation Master Trust?
What type of superannuation contributions can be accepted?
What is the minimum investment amount?
How safe is my money if I invest in the Wealthtrac services?
How secure is my personal information?
Can I give information access to my account to a financial adviser?
How do I change my password and personal details?
Can I apply online or do I have to download a prospectus?
Do I need to use an adviser to access the Wealthtrac wrap platform?
Are all managed funds available through the Wealthtrac platform?

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Who is Oasis Asset Management and Oasis Fund Management?

Oasis Asset Management (Oasis) provides a range of services that allows securities dealers like 2020 DIRECTINVEST to distribute a range of customised financial products, specifically superannuation master trust and wrap accounts for retail investors.

Oasis Fund Management (OFM) is a wholly owned subsidiary of Oasis Asset Management. Oasis Fund Management acts as the Trustee of the Wealthtrac Superannuation Master Trust and Operator of the Wealthtrac Portfolio Service and outsources the administration of these products to Oasis Asset Management.

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Many master trusts and wrap accounts are only available for purchase through financial advisers and not available directly to the fee conscious DIY investor. Adviser service fees of 1%-2% p.a. made these very expensive and 2020 DIRECTINVEST was precluded from offering the products directly to our clients for fear of alienating the financial advisers.

Oasis Fund Management was different. 2020 DIRECTINVEST investors can transact directly on their accounts by faxing investment instructions to Wealthtrac and access discounted administration fees making the Wealthtrac platform one of the most affordable in the market. Oasis does not use interactive voice recognition phone systems so 2020 DIRECTINVEST investors can speak to a real person if they ever needed assistance.

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How do I apply?

1. Download and read the Product Disclosure Statement and Investment Options brochure
2. Complete the Individual Application form.

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How do I invest in managed funds and listed ASX securities?

• Initial investment: Complete the Investment Authority form
• Subsequent investments: Additional investment form
• Switching: Switch form
• New investments: Management Alteration form to permanently change your current investment instructions
• New asset allocation: Reweight form

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What is the Wealthtrac Portfolio Service?

The Wealthtrac Portfolio Service is a portfolio management, administration and reporting service. You can purchase any of over 270 wholesale managed funds and any listed ASX security (through the Direct Share Facility) for inclusion in the service. You can access your account 24 hours a day 7 days a week and access consolidated reporting to help keep you in total control of your investments. You can choose to invest in any one or a combination of investment options starting with as little as $5,000.

Please refer to the Wealthtrac Portfolio Service page for more details.

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If you are invested in another portfolio service you can transfer your funds in specie without having to liquidate the holdings and repurchase them, as long as the funds you hold are also available through the Wealthtrac Portfolio Service. Refer to the In-specie Transfer Instruction page for detailed instructions.

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The Wealthtrac Superannuation Master Trust is a portfolio management, administration and reporting service. You can purchase any of over 270 wholesale managed funds or shares from the ASX Top 200 for inclusion in the service. 24/7 online account access helps you keep control of your investments. This is the ideal service for consolidating your retirement assets and eliminating the costly duplication of fees caused by operating multiple superannuation accounts.

Please refer to the Wealthtrac Superannuation Master Trust page for more details.

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In order to transfer your Superannuation Account you must liquidate your holdings prior to transfer, if you have not already done so.

Complete the transfer form, and include it with your application. You should also check with your existing fund to determine whether they have their own transfer forms and requirements.

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Oasis Fund Management is an approved Trustee, which means that it is licensed by the Australian Prudential Regulation Authority (APRA) to act as Trustee for the Wealthtrac Superannuation Master Trust. Oasis is regularly reviewed by APRA and external auditors to ensure that it complies with regulatory obligations and meets its commitments to efficiently and accurately administer investors money.

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The Wealthtrac Superannuation Master Trust can accept the following types of contributions.

• Member personal contributions
• Employer contributions
• Spouse contributions
• Super guarantee contributions
• rollovers or transfers from other acceptable superannuation products 
• Rollovers for Eligible Termination Payments (ETPs) from previous employers
• Superannuation Guarantee vouchers issued by the Tax Office

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The minimum initial investment for the Portfolio Service is $5,000 (please note a minimum investment of $25,000 is recommended to be cost effective as minimum fees are charged based on a minimum $25,000 balance equating to $217.50 per annum). The Superannuation Master Trust has no minimum, but it is recommended you invest at least $25,000 as a minimum fee of $320 per annum applies.

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Westpac Custodian Nominees Ltd, a subsidiary of Westpac Banking Corporation, holds all investors' funds administered by Oasis in the Portfolio Service and Superannuation Master Trust. Oasis provides instructions on behalf of investors to buy and sell assets but cannot access these funds. Oasis is an approved Trustee, which means that it is licensed by the Australian Prudential Regulation Authority (APRA) to act as Trustee for the Wealthtrac Superannuation Master Trust. Oasis is regularly reviewed by APRA and external auditors to ensure that it complies with regulatory obligations and meets its commitments to efficiently and accurately administer investor's money.

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HOW OASIS KEEPS YOUR PERSONAL INFORMATION SECURE

The Wealthtrac website (Site) has security measures designed to protect against the loss, misuse and/or alteration of the Information under the control of Oasis.

Authentication and your password: For some areas of the Site, a user name and password are required to authenticate your identity before you can enter those areas. When prompted to generate a password, you should pick one that is not easy for an outsider or friend to guess. For instance, do not use your name or street address, your birthday, or the names of any of your family or pets. In addition, Oasis recommends that you use a combination of numbers and letters, such as: "mhcth45". Your password will be stored encrypted on the Oasis web server, but will not be known by any Oasis personnel. Oasis cannot tell you what your password is, we can only reset your password for you if you have forgotten it or if you think it may have been disclosed to another party. Most security breaches are a result of individual carelessness with regard to their user name and password information. Security breaches can occur because you left your user name and password lying by your computer or you told this information to a friend. Do not share your password with anyone. Oasis will never ask you for your password. If you ever receive such a request from someone claiming to be us, do not give them your password, and contact us immediately. The only one who needs to know your password is you! If you forget your password, email us at feedback@oasisasset.com.au, or ring us on 1300 552 477.
 

Secure Sockets Layer (SSL): All personally identifiable Information you send us while you are on our secure server is encrypted, meaning that it is transformed into unrecognisable characters until Oasis decrypts it when it reaches us. When you access your account information, Oasis uses a secure server to protect the security of your online transactions. All the data you send to us during a secure session is sent via SSL, the industry standard for sending encrypted information. You can tell if you are on our secure server in two ways: a key or closed lock will be visible in the lower portion of your browser or in the URL of a selected hyperlink. For greater protection of your data, Oasis recommends that you use a web browser that supports 128-bit encryption.
 

Firewalls: All incoming encrypted Information is routed through our firewall, which serves as a gatekeeper for our system. Only data containing the correct authorisation is permitted past the firewall. Attempts to pass the firewall are constantly monitored for suspicious activity.
 

Certification: The site has undergone extensive security testing and has been certified as secure by E-Secure, a Security Consulting company.

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Online reporting services allow you to print out your account holdings so you can provide your chosen financial advisers with details of your holdings.

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2020 DIRECTINVEST does not provide personal financial advice, including recommendations. Investors are encouraged to access the independent research provided on the 2020 DIRECTINVEST website when deciding what to invest in.

You should seek "fee for service" advisers who charge an hourly based fee when you feel you need advice.

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You can change your password online once you have logged into the site by going to the change password section in the upper right hand corner. If you need to change your personal details (eg address, phone number etc.) you can notify Wealthtrac by fax on 02 4228 2360 or phone 1300 552 477 or notify us by post at:

Wealthtrac Client Services
Locked Bag 1000
Wollongong DC NSW 2500

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At this stage we do not offer online applications but we expect to have this service available in the future.

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No you do not need an adviser to access the Wealthtrac platform. 2020 DIRECTINVEST is the adviser of record on your account but does not provide you with financial advice. In doing so, 2020 DIRECTINVEST rebates 0.36% of the administration fee to investors.

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We have a large selection of wholesale managed funds available to investors in the Wealthtrac Portfolio Service and the Wealthtrac Superannuation Master Trust. There are currently over 270 wholesale managed investment options available.

Investors can access the Top 200 ASX listed securities via the Wealthtrac Superannuation Master Trust but investors in the Portfolio Service have access to the full range of shares available on the ASX.

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