A next gen investment account for SMSF trustees

Wealth Accelerator is a full-featured next-gen investment wrap platform with an extensive range of investment options.

Overview

Powerful reporting and an extensive range of investments

As an investor or SMSF trustee, you have more important things to do than chase up paperwork. With Wealth Accelerator we put you in control of your investments.

Portfolio management tools

Buy and sell investments, monitor their performance, manage all relevant paperwork and more. Our comprehensive suite of online tools will make the time-consuming task of managing your SMSF a breeze.

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Extensive range of investment options

With Wealth Accelerator Plus, access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities including ETFs and listed investment companies and international securities.

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Enhanced SMSF reporting

Wealth Accelerator provides consolidated reporting to help you, as an SMSF trustee to help meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many common SMSF and accounting software packages.

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Cost-effective

Get clear and simple pricing, along with competitive administration fees and further savings when grouping family member accounts together. You will also have access to low-cost Australian and international brokerage fees. There are no charges when switching managed funds and no entry or exit fees.

Online tools

Manage your investments your way

Manage your investments, view their performance, conduct investment research and manage your tax reports quickly and easily using our online tools.

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, the latest analysis of selected US securities and research from over 300 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.

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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

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Insurance

Protect your wealth with the right insurance

Life insurance may help protect your wealth. With a Wealth Accelerator account you can access a comprehensive range of insurance products via our retail LifeWRAP policies. LifeWRAP policies provide greater choice, with the ability to personalise your insurance to your specific needs using policies issued by leading insurance providers. Both options provide Death, Total & Permanent Disablement (TPD) and Income Protection (IP) insurance cover.

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Account options

Range of cost competitive options

Looking for a simple low cost investment account or something more sophisticated? Wealth Accelerator has you covered.

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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 disclosure documents

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Important resources

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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.

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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.

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Register for a free research account

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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