| Investment Options |
Invest in a choice of over 280 wholesale
managed funds
Invest in ASX Listed Securities using Direct Share Service (you
will need the companion brochure to access direct shares)
Include you existing investments in managed funds and ASX listed
securities approved by the Wealthtrac portfolio service |
|
Minimum Investments - Initial Deposit |
Per Account |
Per Managed
Fund |
|
$5,000 |
$1,000 |
|
Minimum Additional Investments |
Per Account |
Per Managed
Fund |
|
$500 |
$500 |
|
Regular savings plan |
Wealthtrac offers a regular savings plan with a minimum initial
investment of $2,000 and minimum monthly investment of $250 |
| |
Per Account |
Per Managed
Fund |
| $2,000 |
$2,000 |
| Monthly |
$250 |
$250 |
| Quarterly |
$750 |
$750 |
| Receive
Distribution Payments |
Minimum of $250 quarterly |
Switch or
Restructure your Investments |
You can switch or restructure your
investments as often as you like. |
Regular Withdrawal
Facility |
|
Per Account |
Per Managed
Fund |
| Minimum
monthly amount |
$250 |
$250 |
| Minimum
quarterly amount |
$750 |
$750 |
| Share
Trading |
Refer to Direct Share Service Supplementary Guide |
| Fees |
Entry fees |
Nil |
| Exit Fees |
Nil |
| Switching Fees |
Nil |
| Transaction fees |
Nil |
|
Investment Mgmt Fee |
As charged by
the selected managed fund |
| Investment Management Fee |
As charged by the selected managed fund |
|
Administration Fees |
Investment Account Balance |
Administration Fee* |
| Up to $100,000 |
0.87% (after 2020 rebate) |
| $100,000 - $249,999
|
0.72% (after 2020 rebate) |
| $250,000 - $1,000,000 |
0.51% (after 2020 rebate) |
| Over $1,000,000 |
0.10% (after 2020 rebate)
|