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 Wealthtrac Superannuation Master Trust


 

  What is the Superannuation Master Trust?

Allocated Pension

Access to listed securities

Summary of Key Features

Demonstration/Sample Pages

How to Apply

Procedure for investors transferring/rolling over to Wealthtrac Superannuation Master Trust

Download Product Disclosure Statement

Go to Investment Alteration Forms

Research and Compare Wholesale Funds
  What is the Superannuation Master Trust?

The Wealthtrac Superannuation Master Trust is an administrative platform designed to manage a range of investments that allows you to take control of your retirement wealth.

Key benefits:

  • Comprehensive statements including asset allocation data, holdings summary, income summary, complete transaction history and individual holdings performance summary
  • Access to over 270 wholesale funds
  • Access to 200 of the largest securities listed on the ASX
  • One low cost administration fee of 0.92% (incl GST)
  • No application fees - 2020 DIRECTINVEST waives entry fees of up to 5%
  • 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
  • Access the account online 24/7
 
 

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Allocated Pension

 The Wealthtrac Superannuation Master Trust offers an allocated pension. You can invest in an allocated pension with superannuation savings to which you have access and certain termination payments you have received from employers.

Please refer to the Wealthtrac Superannuation Master Trust PDS for more information on allocated pensions.
 

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Access to listed securities

As part of the Wealthtrac Superannuation Master Trust you have access to 200 of the largest securities listed on the Australian Stock Exchange (ASX). Investing in listed securities is as easy as investing in managed funds. Simply complete a Wealthtrac Superannuation Master Trust Investment Options brochure (see How to Apply).
 

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Summary of Key Features
Allocated Pension Option Yes
Term Allocated Pension Option Yes
Investment Options Invest in a choice of over 270 wholesale managed funds and 200 listed securities on the ASX
Types of Contributions Personal contributions
Contributions from your employer
Contributions from your spouse
Superannuation Guarantee vouchers from the tax office
Rollovers or transfers from acceptable superannuation products
Rollovers of termination payments from previous employers
Insurance Upon joining the Trust you are eligible to apply for death only, combined death & total and permanent disablement (TPD) and/or salary continuance insurance. (2020 will rebate 50% of its insurance commission)
Minimum Investments There is no minimum contribution amount but a minimum sum of $25,000 is recommended. There is a minimum investment amount of $1000 per fund with the exception of the Russell portfolios where no minimum applies. There is also a minimum investment amount of $3000 per listed security.
Switching You can switch or restructure your investments as often as you like.
Fees Entry fees Nil
Exit Fees Nil
Switching Fees Nil
Transaction fees Nil
Expense Recovery Fee The expenses that can be recovered are limited to
  • audit
  • bank charges
  • custodian
  • compliance costs
  • taxation advice costs
  • government taxes, duties and levies
  • legal
  • postage; and
  • printing and stationary
Investment Management Fee As charged by the selected managed fund
Administration Fees Investment Account Balance Administration Fee*
Up to $100,000 0.92% (after 2020 rebate)
$100,000 - $250,000 0.72% (after 2020 rebate)
$250,000 - $500,000 0.51% (after 2020 rebate)
Over $500,000 0.10% (after 2020 rebate)

*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 Superannuation Master Trust should be made only after reading the Product Disclosure Statement. Click here to access the Product Disclosure Statement.
 

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  Demonstration/Sample Pages

Sample Member Statement
 

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  How to Apply

  1. Download and read the Superannuation Master Trust PDS
  2. Download the Investment Options Brochure
  3. Complete the investment application enclosed within
  4. Send the application direct to Wealthtrac
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 6.00pm.
 

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  Procedure for investors transferring/rolling over to Wealthtrac Superannuation Master Trust
 

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  Download Product Disclosure Statement
 

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  Go to Investment Alteration Forms
 

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  Research & Compare Wholesale Funds
 

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Disclaimer: 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.

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