Netwealth

netwealth Super Wrap - Transition to Retirement Income Stream

Past 5-year return
3.66%
Admin fee

$0

Calc fees on 50k

$859

SuperRatings awards
Gold
Past 5-year return
3.66%
Admin fee

$0

Calc fees on 50k

$859

SuperRatings awards
Gold

Pros and Cons

Pros and Cons

  • The only fully customisable pay-for-what-you-use platform.
  • Lower and fairer costs.
  • A platform for life that is designed to be adaptable to your changing investment needs.
  • Save time with unique features and functionality.
  • Auto Reversionary Nominations for new and existing accounts to assist with deeming rule changes.

Summary

Netwealth Super Wrap Transition to Retirement Income Stream was established in 2006. This product is no longer accepting applications for new members; however, continues to service existing members. Netwealth Super Wrap offers an extensive range of diversified and single sector managed funds, securities from local and international exchanges, Separately Managed Accounts (SMA) and selected term deposits. The Active Growth option underperformed the relevant SuperRatings Index over each assessed time period to 30 June 2020; however, the extensive investment menu means returns will vary depending on the option and manager selected.Fees are higher than the industry average across all account balances assessed. The fund does not charge switching fees; however, other transaction fees may apply.Netwealth Super Wrap Transition to Retirement Income Stream offers excellent pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions or binding lump sum death benefits.The fund offers a sophisticated range of portfolio management tools and investment research, which can be viewed across multiple mobile devices. The platform offers interactive performance charting and accessible reporting and tax statement capability for greater transparency.

Features and Fees

Netwealth Fees and Features

    Pros and Cons

    • The only fully customisable pay-for-what-you-use platform.
    • Lower and fairer costs.
    • A platform for life that is designed to be adaptable to your changing investment needs.
    • Save time with unique features and functionality.
    • Auto Reversionary Nominations for new and existing accounts to assist with deeming rule changes.

    Netwealth Super Wrap Transition to Retirement Income Stream was established in 2006. This product is no longer accepting applications for new members; however, continues to service existing members. Netwealth Super Wrap offers an extensive range of diversified and single sector managed funds, securities from local and international exchanges, Separately Managed Accounts (SMA) and selected term deposits. The Active Growth option underperformed the relevant SuperRatings Index over each assessed time period to 30 June 2020; however, the extensive investment menu means returns will vary depending on the option and manager selected.Fees are higher than the industry average across all account balances assessed. The fund does not charge switching fees; however, other transaction fees may apply.Netwealth Super Wrap Transition to Retirement Income Stream offers excellent pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions or binding lump sum death benefits.The fund offers a sophisticated range of portfolio management tools and investment research, which can be viewed across multiple mobile devices. The platform offers interactive performance charting and accessible reporting and tax statement capability for greater transparency.

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    Netwealth Fees and Features

      Fund fees vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Fund past-5-year return vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Investment allocation
      INTERNATIONAL SHARES
      AUSTRALIAN SHARES
      PROPERTY
      ALTERNATIVES
      FIXED INTEREST
      CASH
      OTHER
      Investment option performance
      BALANCED
      CONSERVATIVE BALANCE
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CAPITAL STABLE
      PROPERTY
      + View additional option performance information