• Home
  • About us
    • Who is Wealthtrac?
    • Trustee and administrator
    • Safeguarding your investments
    • Contact us
  • Investor services
    • Investor benefits
    • Insurance cover
  • Adviser services
    • Adviser benefits
    • Adviser Hub
    • Term deposit rates
    • MoneyOne solutions
    • Insurance solutions
    • Direct shares service
    • Transitioning to fee for service
    • In specie transfers
    • Tax collection framework
    • Ordering hard copy PDSs
    • Support and training
  • Dealer services
  • Our products
    • Superannuation service
    • Allocated pension
    • Portfolio service
    • Employer & personal super
Skip to navigation

Wealthtrac Built be independent Advisers, for independent Advisers

Site Map
search form
  • Home
  • 2020
  • Offer documents - 2020
  • email
  • print

Offer documents - 2020

Offer documents - 2020




Wealthtrac Superannuation Master Trust



  • Wealthtrac Superannuation Master Trust - Part 1 General Information
  • Investment Authority
  • Additional Investment Form



Wealthtrac Portfolio Service



  • Wealthtrac Portfolio Service Information and Financial Services Guide
  • Investment Authority
  • Additional Investment Form



To visit the 2020 DIRECTINVEST website, click here.


  • Special offer 
  • Direct share trading 
  • Offer documents - 2020 

Client login

  • MoneyOne® login 

Quick find




Adviser MoneyOne® login




  • Adviser Hub 

    Adviser Hub

    Log in to access Wealthtrac's adviser marketing and support material.

    Click here  
  • TD rates 

    TD rates

    Access the weekly term deposit rates here.

    Click here  
  • MoneyOne solutions 

    MoneyOne solutions

    Adviser software, MoneyOne, is the front-end interface to the Wealthtrac platform enabling advisers to build a more efficient practice.

    Read more  
  • Insurance solutions 

    Insurance solutions

    Make insurance part of the planning strategy with our Group Insurance and OneCare Insurance offerings.

    Read more  
  • Direct share service 

    Direct share service

    Trade online with our direct share service.

    Read more  
  • Offer documents & forms 

    Offer documents and forms

    Access our offer documents.

    Click here  
  • Ordering hard copy PDSs 

    Ordering hard copy PDSs

    Order extra hard copy PDSs.

    Click here  
  • Contact us 

    Contact us

    See contact details for new business and adviser support.

    Click here  
  • Wealthtrac Pty Ltd

1300 552 477

contactus@wealthtrac.com.au
  • Contact us
  • Site map
  • Website terms and conditions
  • Privacy policy
  • Disclaimer
Aspire your aspirational wealth

© Oasis Asset Management Limited

Wealthtrac Pty Ltd

ACN 098 058 523

ABN 29 098 058 523

powered by Komosion Full Service Digital Agency
Back to top