Summary of Key Features

Demonstration/Sample Pages

How to Apply

Download Portfolio Service Guide

Go to Additional Investment and Investment Alteration Forms

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Direct Share Service

A wrap account or portfolio service is an administrative platform designed to manage a range of investments that allows you to take control of your wealth. Rather than having many investments with many different accounts and bits of paper everywhere a wrap service allows you to consolidate your investments in one place making your administration simple. Now you can easily monitor your investments savings and superannuation. You can access your account 24 hours a day 7 days a week so you can manage your investments in your own time. Other benefits include:

• Consolidated tax reporting potentially creating substantial savings on your accounting fees - you get a tax statement designed to make completing your tax return much easier
• Comprehensive statements including asset allocation data, holdings summary, income summary, complete transaction history and individual holdings performance summary
• Access to over 280 wholesale funds
• Access to any listed ASX security for inclusion in your portfolio in conjunction with the Direct Share Service
• One low cost administration fee of 0.87%* (inclusive of GST and reduced input tax credit)
• Access to DIY financial planning tools
• Superior old fashioned service - no voice recognition software- you actually speak to a real human being
• No need to use unwanted or unneeded advisers and incur additional unnecessary adviser service fees.
• The ability to allow your adviser access to your account on-line so you can pay true fee for service (read hourly professional fee) for strategic advice.

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*some of these amounts have been rounded.

GST inclusive fee based on the total value of investments and taking into account reduced input tax credit

IMPORTANT NOTICE: Investments made in the Wealthtrac Portfolio Service should be made only after reading the Wealthtrac Portfolio Service prospectus. Click here to access the prospectus.

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Sample Investment Report

Sample Income Report (Tax Report)

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Applying is easy. Simply download the Portfolio Service Guide. Save the pdf file to your computer and read it on your computer screen or print out the sections you require. You will also need to download the Investment Authority. Please note that we will only provide the Wrap electronically. We have negotiated the fees to be lower in order to deal with our clients in an on-line environment. However if you wish to receive a paper copy of the prospectus we can post you one but the admin fee rebate will be reduced by 0.05% from 0.36% to 0.31%. Alternatively we can charge you a fee of $10.00. This is our cost and in order to keep the overall cost low we pass this on to you. If you would like a paper copy of the prospectus for the Portfolio Service or the Key Features Statement for the Superannuation master trust simply post a cheque for $10.00 made payable to 2020 DIRECTINVEST Pty Limited with a note indicating which document you require and your postal address. On receipt we will post you the requested information. If you do not include a cheque we will reduce the admin fee rebate by 0.05%. If you have any questions regarding how to apply or require assistance call our Help Desk on 1300 552 477 and our friendly staff will be happy to assist you. The help desk is open from 8.30am to 5.30pm.

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