A comprehensive range of investment choice
Wealthtrac offers your employees 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, your employees will be able to tailor their investments according to individual preferences, tolerance to risk and return and retirement goals.
Insurance cover options
Wealthtrac also provides you with a number of comprehensive insurance options which your organisation can offer to your employees including:
Death Only;
Death and Total / Permanent Disablement; and
Salary Continuance.
Your Wealthtrac Adviser will assist your employees in tailoring the type and amount of insurance cover to suit their particular needs in a cost effective manner.
Automatic rebalancing
To ensure your employees investments remain aligned with their selected investment options, the Wealthtrac Employer Superannuation Plan offers an automatic rebalancing facility. If selected, this facility ensures that the Plan reviews investments at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, the Plan will:
Sell investments that are over the selected allocation; and
Buy investments that are under the selected allocation.
Your employees can elect to have their investments automatically rebalanced on a quarterly or annual basis.
Fund performance
Wealthtrac has aligned itself with Australia’s leading fund managers to provide your employees with a wide range of investment options. Information about the performance of the funds listed within the Wealthtrac Employer Superannuation Plan can be accessed by contacting your organisation's Financial Adviser or Wealthtrac Client Services.
Protection of small account balances
If your account balance is less than $1,000 the Plan will limit the amount of fees and charges to protect your investment.
SG reporting
As part of the information and reporting feature, as a member of the Wealthtrac Employer Superannuation Plan, you will have access to an online report enabling you to print or extract a file of employee contribution details over a nominated period. This feature has been designed to increase efficiency and timeliness in meeting your reporting requirements.
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 industry.
Online access to your investment information
Upon joining Wealthtrac, your organisation and employees will be issued with an investor code and password enabling easy and convenient online superannuation management. This feature ensures secure access to online web pages and reports, providing immediate information relating to account balances, investment and insurance details.
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