Results for: Product update
Learn about international securities trading
The Global Market Access service provides Netwealth superannuation and wrap account holders with the ability to trade international securities across multiple exchanges around the world, offering an efficient and cost effective ...
Learn about Netwealth's fee savings initiatives
Did you know over 40 managed funds on our Investor Rewards Menu attract a 0.10% p.a. rebate of the value invested in the fund?
US stock research now available in the Netwealth platform
Netwealth is excited to announce an exclusive platform arrangement with global fintech firm TipRanks to provide research on all major shares listed on US markets. The tightly integrated offer allows you to see buy, sell and hold ...
Global Specialist Series Active funds now open
In August 2016, Netwealth changed the underlying funds for the four Netwealth Global Specialist Series Active funds from Morningstar Investment Management to Russell Investment Management Limited.
e-signature now available for new Super account applications
We are pleased to announce that e-signatures are now available for new Super Applications providing you with a seamless, efficient and fast way to lodge and open new accounts with Netwealth.
Netwealth launches global managed account solution
In September '16 Netwealth announced the launch of a new International Managed Account solution which provides investors and advisers with direct access to global equity markets coupled with professional management, trade execution ...
Customer identification requirements for Wealth Accelerator accounts
The Anti-Money Laundering and Counter-Terrorism (AML/CTF) rules have been amended and netwealth Investments Ltd (‘Netwealth’) will be implementing changes to our ...
Evans & Partners Added to Managed Account - New Strategies Available
Evans & Partners are the latest manager to be added to the Netwealth Managed Account service, and offer access to two new Specialist Fixed Interest, and two concentrated Australian Equity models.
Netwealth Managed Account now available
The Netwealth Managed Account provides you and your clients access to a range of investment "models" which are managed by professional managers and can be combined with other assets your clients hold in their super or wrap account.
New International securities trading service
The Global Market Access service provides financial advisers with the ability to trade international securities on behalf of Investment and Super clients on the netwealth platform, offering an efficient and cost effective way to ...
Change to Managed Fund research offering
It is with regret, that following a commercial decision from Morningstar, netwealth will no longer be able to provide advisers with access to free Morningstar Manager Ratings for funds via the netwealth platform from January 2015.
Super Accelerator and Super Wrap PDS re-issue
Important updates to the the Netwealth Super Accelerator and Super Wrap products.
Wealth Accelerator Supplementary IDPS Guide issue and Investment Wrap changes
Important updates to the the Netwealth Wealth Accelerator and Investment Wrap product.
Enhanced managed account transaction functionality and more
Platform updates - January 2018. Streamline your managed account asset transfers, change to client password reissue procedures and how to remove clients you are no longer serving from your Netwealth account.
Control client communication settings, additional nominated bank accounts and more
Platform updates - March 2018. Clients can nominate additional bank accounts for withdrawal, control the communications sent to you and your clients, expansion of our Global Specialist Series, managed account pending transactions ...
You no longer need to print and scan signed client documents
Platform updates - April 2018. We are now able to accept digital signatures on client forms and documents provided to us via the online Document Upload Facility.
Netwealth Global Specialist Series (‘GSS’) PDS updates
Important updates to the Netwealth Global Specialist Series (‘GSS’) funds
GST reduction on adviser fees
This is a refund of GST on adviser fees payable by the client of 7.5% (clients only pay 2.5% GST on their base fee).