What is Wealthtrac Allocated Pension? Key Product features at a glance Safeguarding your investments Become a Wealthtrac Member

A comprehensive range of investment choice

Wealthtrac offers you a carefully selected range of investment options from Australia’s leading investment managers which include:

multi manager investment options;

single manager investment options;

multi sector investment options; and

single sector investment options.

Together with your Wealthtrac financial Adviser, you will be able to tailor your investments according to individual preferences, tolerance to risk and return and retirement goals.

Automatic rebalancing

To ensure your investments remain aligned with your selected investment options, the Wealthtrac Allocated Pension division offers an automatic rebalancing facility. If selected, this facility ensures that investments are reviewed at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, Oasis will:

Sell investments that are over the selected allocation; and

Buy investments that are under the selected allocation.

You can elect to have your investments automatically rebalanced on a quarterly or annual basis.

Fund performance

Wealthtrac has aligned itself with Australia’s leading fund managers to provide you with a wide range of investment options. Information about the performance of the funds listed within the Wealthtrac Superannuation Master Trust can be accessed by contacting your Financial Adviser or Wealthtrac Client Services.

Quality administration

Your investments are handled by Wealthtrac Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Wealthtrac Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.

Online access to your investment information

Upon joining Wealthtrac, you will be issued with an investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with immediate information relating to account balances, investment and pension payment details.

Competitive fee structure

Becoming a member of the Wealthtrac Superannuation Master Trust ensures that you will benefit from the most advanced financial services technology and investment choices at a competitive fee structure, delivering high value at a minimum cost.