| Investment Options |
- 260+ wholesale Managed Funds
- 7 netwealth Global Specialist Funds
- ASX Listed Securities (including certain warrants and IPO’s)
- other investments as approved by netwealth
|
| Minimum Initial Investment |
$10,000
|
| Minimum Additional Investment |
$1000
|
| Minimum investment per investment product |
- $1,000 in any one netwealth Global Specialist Fund and other Managed Funds
- $500 minimum parcel applies to purchases on the ASX
|
| Reinvestment Plan Managed Funds only |
Yes |
| Minimum Installment after account setup |
$100 - Monthly (optional)
|
| Restructure of Managed Funds |
$1000 (minimum buy and sell of any one Managed Fund)
|
| Minimum withdrawal |
$500
|
| Cash account (mandatory) |
Minimum balance of 1% of your account balance or $500, whichever is greater (to a maximum of $10,000)
|
| Margin Lending |
Yes - Available through
- Macquarie Margin Lending
- Colonial Margin lending
- St.George Margin Lending
- Adelaide Bank (Leveraged Equities)
- NAB Margin Lending
|
| Free Switching of Managed Funds |
Yes
|
| Share Brokerage Fee |
A low $20 flat fee irrespective of trade size (includes brokerage and GST)
|
| Statements/reports |
- Annual Tax Statement (including Capital Gains Tax report)
- Quarterly Reports
- Annual Statement
|
| Regular payment directly to your bank account |
Yes
|
| Website Access 24/7 |
Yes
|
| Transfer in Existing Investments |
Yes
|
| Online Transacting |
- Set up a new Investment Wrap Account or add additional funds to an existing account
- Withdraw your funds
- Restructure your existing Managed Fund portfolio
- Buy/sell ASX listed shares
- Reinvest your earnings in Managed Funds or receive net income
- Monthly Withdrawal
- Savings Plan
- Change your details
|
