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netwealth Super Wrap - Standard Income Stream

Past 5-year return
11.02%
Admin fee
$0
Calculated Fees on 50k
$847
Wide range of investment options including managed funds, direct equities, international shares, term deposits.
Free switching between managed funds.
Access to international shares.
Selected term deposits offered by authorised deposit taking institutions.
The netwealth Super Wrap was established in 2002 and is designed for investors who want more choice and flexibility in their pension account. From 1 July 2014, netwealth will not accept new members in the Super Wrap Income Stream Service. An extensive investment menu is offered to members, comprising 11 core options, access to over 277 single manager options across a variety of asset classes and risk profiles, direct equities and term deposits. Performance of the Active Growth option has been mixed, and it should be noted that all earnings are reported prior to the deduction of tax. The fee structure of netwealth is above the industry average across all balances assessed, however a fee rebate will apply for account balances over $100,000. No fees are charged for establishing an account, switching investments or regular pension payments, however a fee does apply for all lump-sum withdrawals.The netwealth Standard Income Stream provides flexible pension features. Members are able to select from 4 pension payment frequencies with payments made directly to the member's bank account or by cheque. Members are required to nominate a draw-down strategy for their pension payments and can automatically increase their payments annually by a nominated percentage.Members can also access extensive performance reporting online, as well as educational resources, including ASX Live Data.

Fees & fund features-0

Admin fee
Admin fee
$0
Exit fee
Exit fee
$62
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.00%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$0
Exit fee
Exit fee
$62
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.00%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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