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Netwealth Private

Disclosure documents & other information
  • Netwealth Private Information Memorandum
  • Netwealth Private Guide
  • Cash rates (link)
  • Depositing and withdrawing instructions
  • How to certify an identification document
  • Electronic identification consent

Deposits, transfers and withdrawals
  • Additional deposit
  • Direct debit request
  • In specie transfer and limited power of attorney
  • Foreign currency withdrawal

Non-custodial service
  • Non-custodial power of attorney

Information for Wholesale Clients
  • Wholesale Client Accountant Certificate
  • Wholesale Client Certificate of control

Netwealth documents
  • Netwealth Wrap Service Wrap Deed
  • Netwealth IDPS voting policy
Changing investments in your account
  • Off market trade

Updating adviser details
  • Adviser Fees
    • Once-only / Fixed term fee instruction
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  • Change of adviser
  • Remove nominated adviser

Updating your account
  • CGT relief application for SMSF trustees
  • Change of name
  • Wealth Accelerator transfer form
  • 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

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