Buying and selling managed investments
Investors in the Wealthtrac wrap service through 2020 DIRECTINVEST have the ability to place Investment transactions directly with Wealthtrac by fax. To buy or sell managed investments in your Wealthtrac Portfolio Service or Wealthtrac Superannuation Master Trust, please complete the applicable Investment Authority Form and fax the form to Wealthtrac on (02) 4224 1901.
Independent research on available investment options can be found through 2020’s Wealthtrac Find a Fund tool. Before making a decision to invest, please ensure you consider the appropriateness of the investment as part of your investment objectives and read the Product Disclosure Statement
Share trading in Wealthtrac Portfolio Service
- Investors have access to all ASX listed securities, including warrants.
- Margin lending on trading platform is available through Colonial Geared Investments.
If you would like to include the direct share trading facility on your Wealthtrac Portfolio Service, please:
- New clients should read the Wealthtrac Portfolio Service Guide and complete the application form.
- Complete the Share Trading Authority form to set up your individual HIN and activate your account for share trading.
- Once the facility has been set up, your share trade instructions may be submitted to the Wealthtrac help desk by fax (02) 4224 1901 for placement.
Share trading in Wealthtrac Superannuation Master Trust
- Investors have access to over 200 of the largest listed securities on the ASX
- Investors can apply to submit share trades online
If you would like to include the direct share trading facility on your Wealthtrac Superannuation Master Trust, please:
- New clients should read the Wealthtrac Superannuation Master Trust product disclosure statement and complete the application form.
- Complete the Share Trading Authority form to set up your individual HIN and activate your account for share trading.
- Complete the Investor Share Trading Access form to establish the share trading facility within your online account.
- Once the facility has been set up, you will be able to trade shares via your standard investor login.
Important information
Adviser authority
Please note that although the Share Trading Authority form provides 2020 DIRECTINVEST with the authority to trade, 2020 will not be processing client transactions on behalf of clients.
Market at limit orders
A market at limit order is submitted to be executed at the current market price. If the order is only partially filled, the remainder of the order will remain open as a limit order with the limit price being equal or lower to the price at which the filled portion of the order is executed.
Available Investments
Research the available investment options on the Wealthtrac platform through our custom Wealthtrac Find a Fund tool. |
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 | Wealthtrac Portfolio Service Investment Authority Form |
| Wealthtrac Portfolio Service Share Trading Authority Form |
| Wealthtrac Superannuation Investment Authority Form |
| Wealthtrac Superannuation Share Trading Authority Form |