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Netwealth Super Accelerator (Core & Plus)

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101873-2023-10-02-03:17.pdf
FUND MANAGER
ASX Code
APIR USI NET0017AU
ASSET CLASS PLATFORMS (SUPER & PENSIONS)
INVESTMENT STYLE
INVESTMENT PROFILE
CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK
FUND SIZE
DISTRIBUTION FREQUENCY
NO. OF HOLDINGS
FEES
STRUCTURE

Benefits

Benefits

Benefits of Super Accelerator

Super Accelerator is a superannuation product of the Fund that provides a full superannuation administration service, including the execution, administration, settlement and reporting for all investments made using Super Accelerator.

We keep track of the investments, collect all income and provide consolidated reporting. We then handle the transactions relating to your investment choices, act on your buy and sell orders, and arrange the administration and settlement of your investments.

To help ensure investment diversification we apply limits to the proportion of your account that we permit to be invested in different investment categories and in certain investments. 

Super Accelerator includes Personal Super (which is an accumulation account) and an Income Stream Service, which provides three income stream options: Standard Income Stream, Transition to Retirement (‘TTR’) Income Stream and Term Allocated Pension. 

Depending on your personal circumstances, one or more of these products may help you to meet your needs in saving for, and enjoying, your retirement. 

RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

Super Accelerator Core

A cost effective and easy to manage superannuation service, providing the option to invest in: • term deposits; • managed funds in the Netwealth Global Specialist Series (‘GSS funds’); • certain managed models available through approved managed account services (‘Managed Account’)4; and • other investments made available from time to time by us for Super Accelerator Core.

Super Accelerator Plus

A superannuation service that provides you with an extensive choice of investments, managed and reported through a single account. Investment options include: • term deposits; • an extensive menu of managed funds (including the GSS funds) and other types of managed investments; • ASX listed securities (including certain warrants5 and exchange traded funds); • international securities listed on overseas exchanges as approved from time to time by us; • securities listed on other exchanges as approved from time to time by us; • managed models available through approved managed account services (‘Managed Account)4; and • other investments made available from time to time by us for Super Accelerator Plus. 

Cash account

A transaction account which forms the transaction centre of your Super Accelerator account. Once your application is accepted, all contributions, income and other receipts are deposited in your cash account. All purchases of investments, withdrawals, fees, taxes and other costs are withdrawn from this account.

Our investment strategy and objective

Our objective is to provide a range of investment options that allow you and your Nominated Financial Adviser, if you have one, to select from a wide range of accessible investments, design a diversified portfolio and easily make changes to your portfolio. This objective is achieved by providing you with a range of investment options. You should consider the need for diversifying your investments to reduce the risk of being invested predominantly in one managed fund, security, asset class or location

Member reporting

You have access to a range of reports through your online account. These include your statements and a range of other reports about your investments, transactions, performance, contributions and fees. In addition to being able to access these reports online, if you ask us to, we send you your annual member statements as well as transaction confirmations (where transactions have occurred).

Mandate