From 1 January 2021 Wealth Accelerator has replaced Investment Wrap. These forms and documents apply to clients who previously held an Investment Wrap account.Disclosure documents & other information

• Wealth Accelerator Guide (product disclosure document)
• Product Disclosure Updates
• Portfolio Service Guide 1a: Operating your Wealth Accelerator account
• Portfolio Service Guide 2: Premium Service for Wholesale Clients
• Investment Menu
  • Term deposits (link)
  • Fixed term annuities (link)
  • Managed funds (link)
  • Managed Models (link)
  • ASX securities (link)
  • CBOE securities (link)
  • International securities (link)
  • ESG Investments
  • Premium Service - Managed Funds
• Target Market Determination - Wealth Accelerator Core
• Target Market Determination - Wealth Accelerator Plus
• Cash rates (link)
• Depositing and withdrawing instructions
• How to certify an identification document
• Electronic identification consent

Opening an account & making deposits

• Application forms booklet - Individual and Joint Investors
• Application forms booklet - Company, Trust and SMSF Investors
• Additional deposit
• Direct debit request
• In specie transfer and limited power of attorney
• Non-custodial power of attorney
• Regular savings plan *

Information for Wholesale Clients

• Wholesale Client Certification
• Wholesale Client Accountant Certificate
• Wholesale Client Certificate of control

Withdrawing from your account

• Regular payment *
• Withdrawal *
• Foreign currency withdrawal

Changing investments in your account

• Dollar cost averaging *
• Investment instruction *
• Managed models (link)
• Off market trade

Updating adviser details

• Adviser Fees
  • Once-only / Fixed term fee instruction
  • Ongoing fee consent
  • Ongoing fee instruction (attach consent)
• Change of adviser
• Remove nominated adviser

Updating your account

• Auto sell down profile selection *
• CGT relief application for SMSF trustees
• Change of details *
• Change of name
• Core/Plus account transfer
• Netwealth Private account transfer
• Income payment / reinvestment plan *
• Change of nominated bank account*
• Foreign tax residency information
  
• Tax File Number Notification

Tax information and sample tax statements

• Company tax statement
• Individual tax statement
• Self Managed super fund tax statement
• Trust tax statement
• Netwealth Wrap Service Tax Statement Guide
• Non-Custodial Investments Tax Statement Guide
• Distribution Tax Components and 12H Report

Netwealth documents

• Netwealth Wrap Service Wrap Deed
• Netwealth Investments Limited Financial Services Guide
• Netwealth IDPS voting policy
• Netwealth IDPS Policy for Direct Clients

* Online functionality exists. If you choose to undertake a transaction by completing the form, rather than transacting online, then the offline transaction fee may apply.

For more information on how to get online access please call 1800 888 223.

If you have any questions or wish to lodge a complaint please CLICK HERE