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netwealth Personal Super

netwealth Personal Super
Rebate Nil Contribution Fees
Minimum Investment $10,000

Who may netwealth Personal Super suit?

Personal Super may suit those who come within one of these categories:
 
• self-employed people who seek a tax-effective way to provide for their retirement;
• employees who do not wish to be a part of their Employer’s Sponsored Super arrangement (i.e. the employer’s default fund);
• people with a low-income or non-working spouse, and who wish to contribute on their behalf and be eligible for a tax rebate or to split their own contributions; and
• people wishing to take advantage of the Federal Government’s Co-contribution Scheme.

Personal members will have website access and online investment trading with a wide range of investment choice, portfolio performance reporting and tracking tools. For the many other benefits of membership please read the netwealth Super Wrap Fund Information (Part 1 of the PDS).

Contributions to netwealth Personal Super

The minimum initial contribution for netwealth Personal Super is $10,000. Members can make additional contributions of $1,000. 
Product Disclosure Statement - Super Accelerator
Application Form - Super Accelerator
Accessible Managed Funds Menu
   

Payments can be made by cheque, direct debit or BPAY. netwealth will accept (but reserves the right to reject) contributions from:

• Those that are self-employed and wish to claim a tax deduction;
• Member employers, to satisfy their superannuation guarantee obligations;
• Member employers, for salary sacrifice contributions;
• Members employer, as an after-tax contribution (undeducted);
• Members who do not wish to claim a tax deduction (undeducted);
• Members spouse;
• and the Federal Government, under the Co-contribution Scheme. For taxation details in respect of contributions please see the netwealth Super Wrap Fund Information (Part 1 of the PDS).

Rollovers and Transfers

If you join netwealth Personal Super you are able to roll over your superannuation from other complying funds. This may save on multiple administration costs and will also allow you to manage your superannuation savings more efficiently and effectively.

Investment Choice

Personal Super provides a wide range of investment choice through the following investment options:
 
• the seven netwealth Multi-Manager Funds.
• over 260 other wholesale managed investment funds from 40+ fund managers.
• Listed Securities (eg ASX Listed Shares).
• other unlisted investments as approved by netwealth, including unlisted property syndicates.
• Click here to view the accessible list.

For full details of the approved Managed Funds (i.e. the seven netwealth Multi-Manager Funds and other managed investment funds), see the netwealth Super Wrap Accessible Investment Booklet (Part 2 of the PDS), and the netwealth website for updates of these.

Insurance

Optional Death, Death & Total and Permanent Disability, and Salary Continuance Insurance cover is available to members of netwealth Personal Super. Insurance should be considered as a part of any financial plan. By providing yourself with adequate protection, you can help minimise the financial strain on family members in the event that you die, become permanently disabled or are unable to work due to illness or accident. The premiums for insurance cover are deducted from your netwealth superannuation account, which can be a very tax-effective method of providing for insurance.

Please see the netwealth Super Wrap Insurance Booklet (Part 3 of the PDS) for full details of insurances available through the netwealth Super Wrap.
Simply download an Investment Brochure/PDS above. It’s that easy!
 
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