A next gen investment account

Wealth Accelerator is a full-featured next-gen investment wrap platform with an extensive range of investment options.

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Overview

Powerful reporting and an extensive range of investments

As an investor or SMSF trustee, you have more important things to do than chase up paperwork. Wealth Accelerator is an all-in-one portfolio management and administration service that puts you in control.

Range of investment options

Build a diversified portfolio with access to ASX and international listed securities, managed funds, Managed Account models and term deposits.

All your investments in one place

Manage your entire portfolio online using feature-rich functionality. Buy and sell investments, monitor their performance, manage all relevant paperwork and more.

Enhanced tax reporting

Simplify your end of year reporting with consolidated annual tax statements that help you meet regulatory, accounting and tax obligations.

Cost-effective

Take advantage of flexible and competitive pricing, capped administration fees and an ability to fee link family accounts for further discounts.

Online tools

A smarter way to manage your investments

Control all aspects of your portfolio using a range of sophisticated online tools. With one single login, you quickly see the value of your entire portfolio, buy and sell investments, participate in corporate actions, track performance, research new opportunities and more.

Portfolio management tools

Buy and sell investments and track and manage all your investments and accounts in one central, online place. Manage your savings and deposits, get notified of important account activities and use more sophisticated features like dollar cost averaging and reinvestment plans.

Portfolio and account reports

Monitor the performance of your portfolio, view your asset allocation and get visibility over many other aspects of your account via our comprehensive suite of portfolio reports.

Investment research tools

Access a library of resources from our partners to help you better research, manage and understand your investments. These resources include a daily finance and economic newsletter, access to ASX data, charting and watchlists, the latest analysis of selected US securities and research from over 300 managed funds.

Cash transaction listing

Drill down and view the details of every transaction that impacts your cash account in seconds. Immediately see dividends and other income, fees, taxes, contributions, and other flows in and out of your account.

Tax Reporting

Make tax time a breeze

With Wealth Accelerator, we’ve streamlined end of year reporting so you don’t have to spend hours tracking down income earned and capital gains triggered.

Annual tax statement

Our consolidated annual statements are customised to your investment structure and are specifically designed to meet the tax requirements of SMSFs, companies and individuals.

Download tax guide

Data Feeds

Provide your accountant or SMSF administrator with Class super and BGL data feeds to automate and expedite your account preparation

Account options

Choose from a range of cost competitive options

Wealth Accelerator is available in two options: Accelerator Plus gives you access to an extensive range of investments whilst Accelerator Core provides a low-cost alternative.

Cash

Wealth Accelerator Core
Wealth Accelerator Plus

Term deposits

Wealth Accelerator Core
Wealth Accelerator Plus

Netwealth Global Specialist Funds and GSS Managed Models^

Wealth Accelerator Core
Wealth Accelerator Plus

400+ managed funds

Wealth Accelerator Core
Wealth Accelerator Plus

ASX equities

Wealth Accelerator Core
Wealth Accelerator Plus

International equities

Wealth Accelerator Core
Wealth Accelerator Plus

Managed account models

Wealth Accelerator Core
Wealth Accelerator Plus

Model portfolios

Wealth Accelerator Core
Wealth Accelerator Plus

Margin lending

Wealth Accelerator Core
Wealth Accelerator Plus

Sophisticated/wholesale investments^^

Wealth Accelerator Core
Wealth Accelerator Plus

^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
^^A range of investments offered under an Information Memorandum (IM) are available to clients who meet the definition of 'Sophisticated Investor’ or ‘Wholesale Client’ as outlined in the Corporations Act. You can contact a consultant to obtain a list of available investments if you meet this definition.

Open an account*

Getting started is easy

Open your account

Complete the online application by providing relevant details, including the ownership structure (SMSF, trust, company, individual, partnership, etc).

Make a contribution

You can choose to transfer cash into your new account via Bpay, EFT or Direct Debit. You can also choose to transfer assets you already hold into the account via an in-specie transfer.

Start Investing

Once you have cash in your Netwealth account you can make your first investments in your portfolio.

 

* The information provided here is general information on how to open a Netwealth account, it does not consider whether the product or service meets your individual objectives, financial situation or needs. It assumes you have read the IDPS Guide and it is recommended that you consider consulting a financial adviser before making any investment decision.

Insurance

Protect your wealth with the right insurance

Life insurance may help protect your wealth. With a Wealth Accelerator account you can access a comprehensive range of insurance products via our retail LifeWRAP policies. LifeWRAP policies provide greater choice, with the ability to personalise your insurance to your specific needs using policies issued by leading insurance providers. Both options provide Death, Total & Permanent Disablement (TPD) and Income Protection (IP) insurance cover.

Resources

More information

Want more information on Wealth Accelerator? Our resources section has a wide selection of information that will assist you in understanding our products and services. You should read the disclosure documents before deciding to invest.

Wondering what to do next?

Speak with a consultant

One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.

Contact a consultant

For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.

Get in touch

Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists, US securities and managed funds research.

Learn more

For those who prefer to email us, give us a call or even drop in.

Get in touch

Stat 1

60,000+
Netwealth account holders

Stat 2

$20+ billion FUMA (funds under management and administration)

Stat 3

2,000+ advisers
using the platform

Stat 4

250+
Netwealth staff members

Insights

 

Netwealth portfolio construction podcast

We pick the brains of wealth management experts to uncover insights on the investment areas they are most passionate about.

Listen to podcasts

Exercising discipline when building a portfolio

Learn how to form a disciplined process for analysing investments, an essential step when building a successful portfolio.

Read more

What you need to know to wind up a SMSF the right way

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

Learn more

Build a resilient portfolio for all stages of the economic cycle

Learn strategies to navigate an evolving world by building your portfolio for any economic condition.

Read more