Next gen investment portfolios

Managed accounts or SMAs give you professional investment management along with greater control.

Features

Professional investment management with transparency

Gain access to the experience of professional managers and enjoy new degrees in ownership, transparency and tax optimisation via our select range of Managed Account models.

You can invest online in a carefully selected range of multi- sector, diversified and international investment portfolios. Each is managed by an experienced investment manger or asset consultant.

Unlike managed funds, when you invest via a managed account (also known as separately managed accounts or SMA), you own the underlying assets in the portfolio.

Customise with rules and exceptions

You can choose to override the investment manager’s asset selection with exclude, substitute or lock features. Maybe you would like to substitute RIO with BHP or remove non-ethical stocks? This is possible. Also set tax preferences, trade minimum trade sizes and holdings.

Investment transparency

See exactly where your money has been invested and what investment decisions have been made on your behalf to better understand the make-up of your portfolio and how each asset contributes to overall investment performance.

Tax optimisation

You get the full benefit of any franking credits and you also do not buy into any embedded tax liability which may be the case when investing in some managed funds.

Resources

More information

Want more information on Managed Accounts? 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.

Managed Accounts disclosure documents

Investment options

Looking for other investment options?

Asset and geographical diversification is easy when you access our large range of other investment options.

ASX listed securities

Invest online in ASX listed securities - including company shares, Exchange Traded Funds (ETFs), AREITS, listed investment companies and certain warrants, at competitive rates.

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Invest online in companies such as Nike, Nestle, Apple and many more. Choose from a range of securities listed on multiple international exchanges.

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Choose from over 300 managed funds in multiple investment categories, asset classes and managers, many at wholesale prices. Select from a range of passive or index managers and active managers.

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When combined with Netwealth Accelerator Core accounts, these funds enable the construction of diversified investment portfolios that are cost-effective. GSS offers quality managers with strong track records.

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Invest online in term deposits from a range of suppliers and options. Choose term deposits of differing maturity lengths from a range of leading Australian banks.

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This is the transaction centre of your account. Here all contributions, income and other receipts are deposited and all purchases of investments, withdrawals, fees, taxes and other costs are withdrawn.

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Receive an investor reward of 0.10% per year of the value of the money held in funds on the Investor Rewards Menu. Currently the Menu has over 45 managed funds from 25+ managers.

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Account options

Invest your super, SMSF or non-super monies

You can access this investment and others using the Netwealth account options below.

Super Accelerator Plus

Enjoy investment flexibility backed by sophisticated online technology with our next gen super fund, Super Accelerator Plus. You can buy and sell investments online and use sophisticated investment research tools to help you better understand what you are investing in.

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Wealth Accelerator is a full-featured online investment wrap platform, great if you are an SMSF trustee or investor looking to manage SMSF and non-super investments in one single online place and to centralise and consolidate portfolio administration and reporting.

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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

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

Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists, US securities and managed funds research.

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For those who prefer to email us, give us a call or even drop in.

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