Do more with Core
Discover a low cost investment solution with Super Accelerator Core and Wealth Accelerator Core
Accelerator Core combines a low administration fee of 0.15%^ with an extensive investment menu to give you the building blocks for low cost investment portfolios. Access over 60 investments, comprising managed funds, models, and stable income options.
Elevate your portfolio management and scale your business with a series of customisable managed models. Access well known model managers and benefit from rigorous strategies that range from passive to dynamic multi-asset approaches.
Enhance your portfolio flexibility with our diverse array of managed funds. Choose from a range of diversified active or index passive funds to match varying risk profiles and investment horizons
Access stable retirement income and short-term investment opportunities with our tailored cash solutions. Explore a range of term deposits, fixed term annuities and cash options.
Run your business the way you want to and deliver better business and client outcomes using Netwealth’s award-winning platform.*
^The 0.15% administration fee applies to account balances up to $750,000 and is subject to additional fixed and minimum fees. For complete fee details, view the disclosure document for Super Accelerator and Wealth Accelerator.
BetaShares Capital Limited offers a series of managed ETF models across most risk profiles. These models utilise a diversified range of asset classes and aim to enhance risk-adjusted returns through dynamic asset allocation strategies. Asset allocations within these models are subject to periodic reviews based on market conditions and correlations.
The iShares Enhanced Strategic model portfolios are actively managed and diversified across all asset classes. Each of the six risk profiles, from Conservative to All Growth, has an optimised asset allocation, enhanced by BlackRock's Aladdin© system. Targeted, liquid ETFs are used for efficient, low-cost diversification across countries, sectors, and styles.
Utilise a suite of managed index models with a focus on strategic asset allocation across multiple asset classes utilising underlying managed funds, and cash. These models employ passive investment strategies and the capital markets and strategic asset allocation are formally reviewed annually.
Benefit from an expanded range of model portfolios that invest in ESG funds and ETFs. Employing passive ESG screened investment strategies, these models provide a diversified exposure to all standard asset classes investing in managed funds, ASX-listed ETFs, and cash. The capital markets views and strategic asset allocation are formally reviewed annually
The BlackRock Index –Top 20 Model Portfolio seeks to match the total return of the S&P/ASX20 Accumulation Index, designed for investors who seek exposure to Australian equities through a portfolio of large capitalisation stocks.
Explore models that are crafted to offer conservative investment solutions aimed at wealth preservation. The asset focus is predominantly on Australian shares, A-REITs, ETFs, ETPs, managed funds, and cash, all restricted to securities from the S&P/ASX 200 Index. The models are designed to assist advisers in building and preserving client wealth.
Access diversified managed account models backed by Lonsec’s robust research capabilities. Employing a core-satellite approach, these models blend low-cost index funds with actively managed assets. The portfolios typically consist of growth and defensive assets such as Australian and global equities, property, and fixed interest.
Designed to offer medium- to long-term capital growth and income, these portfolios feature diversified exposure across multiple asset classes. The investment strategy utilises a blend of listed income and growth assets, leveraging Lonsec’s research and model manager expertise.
Access portfolios centred on risk management with an aim to provide performance while mitigating downside risks. These models employ Milliman's SmartShield risk management techniques across a diversified range of asset classes such as ETFs, managed funds, and cash. The portfolios are designed to cater to various investment objectives and risk appetites.
Engage with actively managed models oriented towards delivering income and growth returns. These portfolios aim to outperform the Consumer Price Index (CPI) over rolling periods and comprise a blend of defensive and growth assets. Asset allocation is carefully managed to offer investment choices suited for varying risk appetites.
Invest in portfolios that offer a balanced mix of growth and defensive assets. Leveraging Russell Investments' dynamic multi-asset and multi-manager strategies, these models include ETFs and direct shares in their asset allocation. Asset allocations are dynamically adjusted in response to market conditions and subject to rigorous review.
Access a suite of asset class specific index-tracking solutions including Australian & international bonds, Australian & international equities (hedged and unhedged) and Australian listed property. These funds aim to closely mirror the performance of the index benchmarks
Explore customised diversified investment solutions through BlackRock's GSS Index Plus Funds. Designed for specific risk-return profiles, these models employ a mix of managed funds and ETFs. Utilising both active and passive strategies, the asset allocation is reviewed annually, catering to investors with varying risk tolerances.
Engage with a diverse set of investment solutions through Russell's GSS Active funds. Employing tactical asset allocation, these funds invest in underlying actively managed Russell managed funds. The asset allocation is actively managed on an ongoing basis, and the funds cater to a wide range of risk profiles.
Integrate term deposits from BOQ, NAB, and ANZ into your client portfolios. Choose from terms ranging from 3 months to 5 years and offer your clients a secure income.
Incorporate Challenger fixed-term annuities to provide your clients with a guaranteed income stream. Take advantage of weekly rate changes and select from term durations ranging from 1 to 5 years.
Enhance your cash management strategies with Netcash 31 Day Notice Fund that is designed to offer a competitive yield. The fund pays interest of RBA + 25 basis points, with only a 31-day notice period for withdrawals, offering a higher interest rate in return for the extended notice.
Rated by Investment Trends as number 1 in Overall Satisfaction by users for the 11th consecutive year, rated number 1 by Investment Trends for Best Platform Overall in 2017, 2018, 2019 and 2021, and rated by Chant West as Advised Product of the Year 2018-2022.
^^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
^^^Wealth Accelerator Plus only. A range of investments offered under an Information Memorandum (IM) are available to clients who meet the definition of 'Sophisticated Investor’ or ‘Wholesale Client’ as outlined in the Corporations Act.
Want more information on our GSS funds and models? Our resources section has everything covered.
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