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netwealth Super Wrap - Employer Sponsored Super

Past 5-year return
11.02%
Admin fee
$0
Calculated Fees on 50k
$847
Minimum initial investment $1,500 for Employer Sponsored and $10,000 for Personal
Comprehensive online reporting available with additional information on financial markets
Death, Total and Permanent Disablement and Income Protection insurance available.
Age-based default option.
Members are able to link accounts with family members to take advantage of reduced administration fees.
Extensive range of investment options available.
Netwealth Super Wrap was established in 2002 and was designed to provide a wide range of investment options to members and their authorised advisor. From 1 July 2014, the product is no longer available to new members, but continues to deliver services to current members. Netwealth Super Wrap offers access to over 250 managed funds, term deposits and direct equities. The fund was the first in Australia to introduce international share trading, offering members the ability to invest directly in equities listed on overseas exchanges for an additional fee. The Active Growth Fund has outperformed the SuperRatings Index over the five years to 30 June 2017.Fees for netwealth Super Wrap are higher than the industry average across all assessed account balances. The product does not have a switching fee or buy-sell spreads; however, exit fees and other transaction fees may apply. Netwealth Super Wrap offers eligible members up to $10 million of Death cover and $5 million of TPD cover. Income Protection of up to 85% of salary (including super contribution) is also available to eligible members. Members may select from 30, 60 or 90 day waiting periods. Members can elect to be covered under the LifeWrap policy, which includes offerings from several insurance providers.Members and their advisers can gain access to a wide range of educational materials, calculators, webinars and reporting capabilities via the fund's website.

Fees & fund features

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
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
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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