Employer & personal super

Employer & personal super

Wealthtrac Employer Superannuation Plan



Employer benefits



The Wealthtrac Employer Superannuation Plan has been developed specifically to assist an organisation in managing their superannuation obligations.

The plan provides employers with effective and efficient administration, a range of contribution methods, choice of investments and insurance cover.

The employer’s financial adviser can select a range of investment options from Australia's leading fund managers to tailor an investment strategy that best suits an organisation's requirements, and those of its employees.

Benefits to an organisation also include, comprehensive superannuation guarantee reporting, regular communication and easy access to up to date information through an online service which enables the employer to view and reconcile their employee contributions, investment and insurance details and general information.

Note: The Wealthtrac Employer Superannuation Plan is closed to new employer business from 30 June 2012.

Employee benefits



The Wealthtrac Employee Superannuation Plan is a flexible and cost effective way to assist employees in saving for their retirement.

As members of the plan, employees have the option to seek guidance from a financial adviser who can select a range of investment options from Australia's prominent fund managers to tailor an investment strategy that best suits their individual circumstances and requirements. Employees have the flexibility to make contributions and choose from a range of comprehensive investment and insurance options.

Benefits also include, regular communication and easy access to up to date information through an online service which enables employee to view their account balance, investment and insurance details and general information.


Wealthtrac Personal Superannuation Plan



The Wealthtrac Personal Superannuation Plan offers members a flexible and tax-effective means to save for retirement and caters for their changing lifestyle by offering features such as:

  • investment choice
  • Death Only or Death and Total & Permanent Disablement and Salary Continuance insurance.

The member’s financial adviser can select a range of investment options from Australia's prominent fund managers to tailor an investment strategy that best suits their individual circumstances and requirements. Members have the flexibility to make contributions and choose from a range of comprehensive insurance options.

Benefits also include regular communication and easy access to up to date information through an online service which enables them to view their account balance, investment and insurance details and general information.

Note: The Wealthtrac Personal Superannuation Plan is closed to new business from 30 June 2012. Upon the termination of employment of an existing employee, these accounts will be accepted into the Wealthtrac Personal Superannuation Plan.


Contact the Wealthtrac Client Services team



All employer and personal superannuation plan account enquiries can be directed to Wealthtrac Client Services – a team of individuals who are dedicated to consistently delivering high quality service standards.

Phone: 1300 552 477
Fax: 02 4224 1901
Email: contactus@wealthtrac.com.au