The Wealthtrac Portfolio Service and Wealthtrac Superannuation Master Trust is a portfolio management, administration and reporting service. Wealthtrac's wrap accounts are uniquely available via 2020 DIRECTINVEST with discounted administration fees and the ability to transact directly with Wealthtrac by fax.
2020 offers access to the Wealthtrac Portfolio Service and Superannuation Master Trust directly, without compulsory financial advice, and with the added benefit of a 0.36% discount on the standard Wealthtrac administration fees.
Key Features
The table below is only a summary. Please refer to the product disclosure statement for full details.
| Minimum suggested account value* |
$25,000 |
| Minimum buy/sell amount |
$1,000 per managed investment or security |
| Available investment options |
Cash, managed investments, fixed term deposit and shares |
| Upfront Fee |
NIL through 2020 |
| Exit Fee |
NIL through 2020 |
Admin Fees
(includes 2020's 0.36% discount)
|
|
Portfolio Service |
Super Master Trust |
| |
Up to $100,000 |
0.8700% pa |
0.9200% pa |
| |
$100,000 - $249,999 |
0.7200% pa |
0.7200% pa |
| |
$250,000 - $500,000 |
0.5100% pa |
0.5100% pa |
| |
Over $500,000 |
0.1000% pa |
0.1000% pa |
| Share brokerage |
0.1% with a minimum of $39 |
| Adviser Service Fee |
NIL through 2020 |
* You may invest with less but admin fees are charged on a balance of $25,000.
All in one portfolio administration system
Wealthtrac’s services provide an all-in-one portfolio administration system with features that include:
- 24/7 online access to accounts.
- Reports on performance, value, income and transaction history.
- Access to hundreds of wholesale managed funds
- Access to ASX listed shares in the Portfolio Service
- Available as Investment, Superannuation and Pension
Investment account: Wealthtrac Portfolio Service
The Wealthtrac Portfolio Service allows investors to purchase a wide range of managed funds and any ASX security from Australia’s leading investment managers. Investors are able to access the most advanced financial services technology and investment services, and empowered with the ability to submit buy and sell investment instructions directly to Wealthtrac by fax.
Super & Pension account: Wealthtrac Superannuation Master Trust
The Wealthtrac Superannuation Master Trust is a superannuation vehicle that provides all categories of super contributions, rollovers and allocated pensions. It allows investors to make contributions, transfer from other funds and choose from a range of insurance options, depending on personal circumstances and requirements. It is an ideal product for investors wishing to consolidate their retirement assets and gain more control.
Direct share service
Direct share trading is available in the Wealthtrac Portfolio Service and Wealthtrac Superannuation Master Trust.
Features:
- Individual HIN: Each client will have an individual HIN, enabling full entitlement to corporate actions and participation in a Dividend Reinvestment Plan (at the account level only, not asset).
- Settlement will be applied from the investor's cash account
- Contra-trading supported: proceeds from sales can be used to fund purchases before the settlement money is received
- Online Broker: $39 or 0.1% brokerage, whichever is greater
- Market at limit orders
Why invest through 2020 DIRECTINVEST?
Wealthtrac is a cooperative of independent securities dealers who are supported by Oasis Asset Management, a highly specialised administration platform. 2020 DIRECTINVEST has negotiated a special arrangement with Oasis to provide customers with access to the Wealthtrac Portfolio and Wealthtrac Superannuation Master Trust with substantially reduced fees.
In a market where investors who choose to take a do-it-yourself approach have few alternatives in regards to wrap accounts, 2020 DIRECTINVEST is pleased to present one of the first investment and superannuation wrap platforms with direct access. This is an option for investors that bypasses the sales commissions and exorbitant adviser service fees normally associated with a financial planner’s services - investors are able to submit investment instructions directly to Wealthtrac by fax.
Apply Now
Application forms are already pre-coded for 2020's discount. Simply download the relevant product disclosure statement, complete the application form and send it directly to Wealthtrac. |
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Available Investments
Research the available investment options on the Wealthtrac platform through our custom Wealthtrac Find a Fund tool. |
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Wrap Accounts
Before you invest in a wrap account, we recommend reading "How to Choose the Best Wrap Account" by Michael Lannon to help you understand, compare and choose the best wrap account. |
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| Fee Disclosure |
| Invest in the Wealthtrac Portfolio Service or Superannuation Master Trust through 2020 DIRECTINVEST for a 0.36% pa ongoing administration fee rebate. 2020 DIRECTINVEST may receive a trailing commission of up to 0.22% pa. This trailing commission is paid by Wealthtrac and is NOT an additional charge to the investor. |
 | Wealthtrac Portfolio Service Product Disclosure Statement |
 | Wealthtrac Portfolio Service Product Disclosure Statement |
| Wealthtrac Portfolio Service Investment Authority Form |
| Wealthtrac Portfolio Service Share Trading Authority Form |
| Wealthtrac Superannuation Master Trust Product Disclosure Statement |
| Wealthtrac Superannuation Master Trust Product Disclosure Statement |
| Wealthtrac Superannuation Product Disclosure Statement Part 2 |
| Wealthtrac Superannuation Investment Authority Form |
| Wealthtrac Superannuation Share Trading Authority Form |
 | More information |