Special offer

Special offer




Special offer



Invest through 2020 DIRECTINVEST to benefit from our 0.36% discount on the standard Wealthtrac administration fees.

2020 DIRECTINVEST’s service allows investors to access all the benefits of the Wealthtrac platform directly, without any entry fees, exit fees or ongoing adviser service fees, making this service one of the best value wrap accounts available in the market place today.

Administration fees (with 0.36% discount via 2020 DIRECTINVEST)

Investment account balance
Portfolio Service
Super Mastertrust
Up to $100,000
0.87%
0.92%
$100,000 to $249,999
0.72%
0.72%
$250,000 to $500,000
0.51%
0.51%
Over $500,000
0.10%
0.10%
Note: The administration fee is calculated on a minimum account balance of $25,000.


To buy or sell investments in the Wealthtrac Portfolio Service, 2020 DIRECTINVEST customers should complete the Investment Authority form available under the Offer Documents tab and fax it to Wealthtrac on (02) 4224 1901.

Investors in Wealthtrac Superannuation should complete the Investment Authority form in Part 2 of the PDS available under the 'Offer documents' tab and fax it to Wealthtrac on (02) 4224 1901.



To visit the 2020 DIRECTINVEST website, click here.