Term deposits, annuities and cash
With Netwealth's super and investment accounts, your clients can invest in a range of fixed interest options from leading providers.
We have selected a great range of term deposit providers and options.
Cash funds are pooled with cash from other investors and placed on deposit with Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ).
As all these funds are invested in the same cash pool, cash funds held within each service receive the same rate of interest based on the daily balance of the client’s Cash Account.
|Netwealth Wrap Service1||0.50%|
|Netwealth Superannuation Master Fund2||0.50%|
|Netwealth Wrap Service1||0.50%||0.75%||1.00%||1.00%|
|Netwealth Superannuation Master Fund2||0.50%||0.75%||1.00%||1.20%|
For older indicative cash rate changes please contact Netwealth.
* The funds in your cash account earn monthly interest at a rate set by us. The rate is set at no less than 0.50% p.a. less than the target cash rate set by the Reserve Bank of Australia during the month (which is often referred to as the ‘official cash rate’)
(1) Including Wealth Accelerator, Investment Wrap, Russell Investments Wealth Series, Russell Investments Portfolio Service
(2) Including Super Accelerator, Super Wrap, Russell Investments Super Series
Netwealth has partnered with Challenger to give your clients access to annuities at the same rates as if they went directly to Challenger. As a registered Netwealth adviser you can access Challenger tools, such as calculators, complete online applications and edit annuity policy details in one place.
The following annuities are available for clients with or without them having a Netwealth super or investment account.
Creates a regular cash flow for a client’s desired investment term, regardless of how investment markets perform. It can give clients peace of mind during their retirement.View current rates
Provides a guaranteed regular income for your clients’ lifetime regardless of how investment markets perform or how long they live.View current rates
A specialist investment designed to help people moving into residential aged care. It provides guaranteed monthly income for life, with a lump sum payable to nominated beneficiaries or the estate upon death.View current rates
Get a comprehensive view of all 26 AdviceTech. Access the research report, articles, videos and team workshop.
Read three key elements that the financial advice industry needs to achieve in order for advisers to complete their career makeover.
In this podcast series Matt Heine chats to industry professionals on what opportunities and challenges they see for financial advisers.
Learn how to building a fee model in a post-Hayne world and extract the latent value in your business.