Overview

Savings for Pinnacle staff

Netwealth and Pinnacle have joined forces to provide Pinnacle staff with a reduced rate on administration fees for Wealth Accelerator Plus. Discover an all-in-one portfolio management and administration solution that puts you in control and saves you time.

Access Pinnacle's affiliated investment manager products and more

Build a diversified portfolio with access to ASX and international listed securities, managed funds, Managed Account models, term deposits, and products from Pinnacle's affiliated managers.

All your investments in one place

Manage your entire portfolio online using feature-rich functionality. Buy and sell investments, monitor their performance, manage all relevant paperwork and more.

Enhanced tax reporting

Simplify your end of year reporting with consolidated annual tax statements that help you meet regulatory, accounting and tax obligations.

Pinnacle staff discount

Pinnacle staff discount Special partner pricing allows pinnacle staff to access Wealth Accelerator Plus with a reduced administration fee. Also take advantage of our multi-account family fee discount.

Contact a consultant for more information

Investments

Access investment options from Pinnacle's affiliates

We’ve put together a list of the current Pinnacle investment options available to Wealth Accelerator Plus members.

Code	Name	Code	Name
IOF0203AU	Antipodes Emerging Markets (Managed Fund)	BNT0101AU	Hyperion Small Growth Companies Fund
NWANTGEH	Antipodes Global Equities Fund (Hedged) - Class I	PER0746AU	MCP Diversified Australian Senior Loan Fund
IOF0045AU	Antipodes Global Fund	EVO2608AU	Metrics Direct Income Fund
WHT0057AU	Antipodes Global Fund - Long	WHT0039AU	Plato Australian Shares Income Fund
IOF0080AU	Antipodes Global Fund - Long Only (Class I)	WHT0061AU	Plato Global Shares Income Fund - Class A
ETL5010AU	Coolabah Floating-Rate High Yield Fund - As Inv Cl	WHT2589AU	Solaris Australian Equity Income Fund
WHT5134AU	Firetrail Absolute Return Fund Class A	WHT3859AU	Solaris Australian Equity Long Short Fund
WHT3810AU	Firetrail Australian High Conviction Fund Class A	WHT0012AU	Solaris Core Australian Equity Fund - Class B
WHT3093AU	Firetrail Australian Small Companies Fund - Cl A	SOL0001AU	Solaris Core Australian Equity Fund PA
WHT7794AU	Firetrail S3 Glbl Opp Fund (Managed Fund)	WHT0066AU	Spheria Australian Microcap Fund
WHT2038AU	Hyperion Australian Growth Co Fund - SIV Class	WHT1287AU	Spheria Australian Microcap Fund - Class S
BNT0003AU	Hyperion Australian Growth Companies Fund	WHT0008AU	Spheria Australian Smaller Companies Fund
MACC000412	Hyperion Australian Growth Companies Model	WHT6704AU	Spheria Global Opportunities Fund
WHT0070AU	Hyperion Global Growth Companies Fund - Class A	WHT0025AU	Spheria Opportunities Fund
WHT8435AU	Hyperion Global Growth Companies Fund - Class B

*Investment options current as at February 2023, contact consultant for latest investments or status updates, and the availability of other Pinnacle funds please contact a consultant.

Online tools

A smarter way to manage your investments

Control all aspects of your portfolio using a range of sophisticated online tools. With one single login, you quickly see the value of your entire portfolio, buy and sell investments, participate in corporate actions, track performance, research new opportunities and more.

Portfolio management tools

Buy and sell investments and track and manage all your investments and accounts in one central, online place. Manage your savings and deposits, get notified of important account activities and use more sophisticated features like dollar cost averaging and reinvestment plans.

Portfolio and account reports

Monitor the performance of your portfolio, view your asset allocation and get visibility over many other aspects of your account via our comprehensive suite of portfolio reports.

Investment research tools

Access a library of resources from our partners to help you better research, manage and understand your investments. These resources include a daily finance and economic newsletter, access to ASX data, charting and watchlists and research from over 400 managed funds.

Cash transaction listing

Drill down and view the details of every transaction that impacts your cash account in seconds. Immediately see dividends and other income, fees, taxes, contributions, and other flows in and out of your account.

View all features

Portfolio management tools

Portfolio and account reports

Monitor the performance of your portfolio, view your asset allocation and get visibility over many other aspects of your account via our comprehensive suite of portfolio reports.

Investment research tools

Cash transaction listing

View all features

Tax Reporting

Make tax time a breeze

With Wealth Accelerator, we’ve streamlined end of year reporting so you don’t have to spend hours tracking down income earned and capital gains triggered.

Annual tax statement

Our consolidated annual statements are customised to your investment structure and are specifically designed to meet the tax requirements of SMSFs, companies and individuals.

Download tax guide

Data feeds

Provide your accountant or SMSF administrator with Class Super and BGL data feeds to automate and expedite your account preparation

Optional SMSF accounting service

Netwealth's SelfSuper team can help you manage the complexities and challenges faced in administering or establishing a new SMSF, including auditing and year-end reporting.

View information guide

Open an account*

Getting started is easy

Open your account

Complete the online application by providing relevant details, including the ownership structure (SMSF, trust, company, individual, partnership, etc).

Make a contribution

You can choose to transfer cash into your new account via BPAY®, EFT or Direct Debit. You can also choose to transfer assets you already hold into the account via an in-specie transfer.

Start Investing

Once you have cash in your Netwealth account you can make your first investments in your portfolio.

Open an account now

* The information provided here is general information on how to open a Netwealth account; it does not consider whether the product or service meets your individual objectives, financial situation or needs. It assumes you have read the IDPS Guide and it is recommended that you consider consulting a financial adviser before making any investment decision.

Resources

More information

Want more information on Wealth Accelerator? Our resources section has a wide selection of information that will assist you in understanding our products and services. You should read the disclosure documents before deciding to invest.

Wealth Accelerator Overview

Download the brochure

Important resources

See all resources

Wondering what to do next?

Speak with a consultant

One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.

Contact a consultant

Schedule a demo

For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.

Get in touch