| Platform |
Model Name |
Description |
Download |
| Australian Expatriate Super Fund |
AESF Expatriate GBP - 0/100 |
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Download
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| Australian Expatriate Super Fund |
AESF Expatriate GBP - 100/0 |
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Download
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| Australian Expatriate Super Fund |
AESF Expatriate GBP - 20/80 |
|
Download
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| Australian Expatriate Super Fund |
AESF Expatriate GBP - 40/60 |
|
Download
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| Australian Expatriate Super Fund |
AESF Expatriate GBP - 60/40 |
|
Download
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| Australian Expatriate Super Fund |
AESF Expatriate GBP - 80/20 |
|
Download
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| Australian Expatriate Super Fund |
Expatriate 100/0 |
|
Download
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| Australian Expatriate Superannuation Fund |
Expatriate 0/100 |
|
Download
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| Australian Expatriate Superannuation Fund |
Expatriate 20/80 |
|
Download
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| Australian Expatriate Superannuation Fund |
Expatriate 40/60 |
|
Download
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| Australian Expatriate Superannuation Fund |
Expatriate 60/40 |
|
Download
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| Australian Expatriate Superannuation Fund |
Expatriate 80/20 |
|
Download
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| Mason Stevens |
High Discretion External Manager AUD |
The HNW High Discretion External Manager SMA is essentially a Multi Manager SMA that provides a mix of professionally constructed and managed diversified portfolios covering all asset classes including Australian and international equity, property, fixed interest and cash.
HNW constructs the portfolio mix using a combination of active External Investment Managers. Unit trusts (managed funds) are typically used to gain investment exposures. HNW will seek to negotiate fee rebates and to access institutional (professional series) discounts whenever possible as an effective means of enhancing returns.
The various multi asset class portfolios employ top down strategic asset allocation processes with investment objectives designed to partly protect investor capital through having the ability to adjust to the ever-changing macro-economic conditions. They are able to tilt from over/under weight defensive components in volatile markets through to over/under weight high growth aggressive portfolios.
External investment managers are selected by HNW based on their processes and ability to manage funds efficiently. HNW may change the managers in the High Discretion External Manager SMA at its discretion.
Investment Strategy
The Investment strategy for the High Discretion External Manager SMA is based around Dynamic Trading Strategies (DTS) that give the External Investment Managers a high level of discretion to meet constant return objectives. The High Discretion External Manager SMA is designed to combine differing investment styles with a 50% Growth and 50% Defensive asset allocation mix.
DTS involves the automatic management of an underlying component portfolio in accordance with a predefined strategy. The asset allocation will therefore change pursuant to the relevant DTS deployed by the underlying External Investment Managers over the economic cycle. |
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| Mason Stevens |
High Discretion External Manager GBP |
The HNW High Discretion External Manager _ GBP SMA is essentially a Multi Manager SMA that provides a mix of professionally constructed and managed diversified portfolios covering all asset classes including UK and international equity, property, fixed interest and cash. The portfolio is denominated in UK Pound Sterling (GBP). HNW constructs the portfolio mix using a combination of active External Investment Managers. Unit trusts (managed funds) are typically used to gain investment exposures. HNW will seek to negotiate fee rebates and to access institutional (professional series) discounts whenever possible as an effective means of enhancing returns. The various multi asset class portfolios employ top down strategic asset allocation processes with investment objectives designed to partly protect investor capital through having the ability to adjust to the ever-changing macro-economic conditions. They are able to tilt from over/under weight defensive components in volatile markets through to over/under weight high growth aggressive portfolios.
External investment managers are selected by HNW based on their processes and ability to manage funds efficiently. HNW may change the managers in the High Discretion External Manager _GBP SMA at its discretion. |
Download
|
| Mason Stevens |
HNW Defensive Investments SMA - AUD |
Defensive Assets act as the counterweight to Growth assets. Their purpose for investors is to help guard future consumption. They have historically had a very low correlation to Growth Assets. This portfolio is dominated by defensive investments and is denominated in Australian Dollars (AUD) but is not exclusively hedged to the AUD. |
Download
|
| Mason Stevens |
HNW Defensive Investments SMA - GBP |
Defensive Assets as the counterweight to Growth assets. Their purpose for investors is to help guard future consumption. They have historically had a very low correlation to Growth Assets. This portfolio is made up of predominantly defensive investments and is denominated to UK Pound Sterling (GBP) but is not exclusively hedged to the GBP. |
Download
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| Mason Stevens |
HNW Fixed Income Model Portfolio |
|
Download
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| Mason Stevens |
HNW International Growth Assets SMA - AUD |
For International Growth Assets exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the entire global economy. Diversification and cost control are achieved using exchange-traded funds (ETF's) and in some cases smart beta funds that invest in over 10,000 companies across 35 countries. This portfolio is denominated to Australian Dollars (AUD) but is not exclusively hedged to the AUD.
Investment Strategy
The International Growth Assets SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure by broadly diversifying across thousands of companies in U.S., International Developed countries and Emerging Markets. The Portfolio seeks long-term capital appreciation with high dividend income. Portfolio stability is provided by ETFs minimizing the potential short-term impact of any single company, asset class, or country.
The International Growth Assets SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. Equity portfolios are constructed and monitored against MISCI World Ex-Australia Net Returns in Australian Dollars. |
Download
|
| Mason Stevens |
HNW International Growth Assets SMA - GBP |
For International Growth Assets _ GBP exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the entire global economy. Diversification and cost control are achieved using exchange-traded funds (ETFs) and in some cases smart beta funds that invest in over 10,000 companies across 35 countries. This portfolio is denominated to UK Pound Sterling (GBP) but is not exclusively hedged to the GBP.
Investment Strategy
The International Growth Assets _ GBP SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure by broadly diversifying across thousands of companies in U.S., International Developed countries and Emerging Markets. The Portfolio seeks long-term capital appreciation with high dividend income. Portfolio stability is provided by ETFs minimizing the potential short-term impact of any single company, asset class, or country.
The International Growth Assets _ GBP SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. Equity portfolios are constructed and monitored against MISCI World Ex-UK Net Returns in UK Pound Sterling (GBP). |
Download
|
| Mason Stevens |
International Growth Assets AUD |
For International Growth Assets exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the entire global economy. Diversification and cost control are achieved using exchange-traded funds (ETF's) and in some cases smart beta funds that invest in over 10,000 companies across 35 countries. This portfolio is denominated to Australian Dollars (AUD) but is not exclusively hedged to the AUD.
Investment Strategy
The International Growth Assets SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure by broadly diversifying across thousands of companies in U.S., International Developed countries and Emerging Markets. The Portfolio seeks long-term capital appreciation with high dividend income. Portfolio stability is provided by ETFs minimizing the potential short-term impact of any single company, asset class, or country.
The International Growth Assets SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. Equity portfolios are constructed and monitored against MISCI World Ex-Australia Net Returns in Australian Dollars. |
Download
|
| Mason Stevens |
International Growth Assets GBP |
For International Growth Assets _ GBP exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the entire global economy. Diversification and cost control are achieved using exchange-traded funds (ETFs) and in some cases smart beta funds that invest in over 10,000 companies across 35 countries. This portfolio is denominated to UK Pound Sterling (GBP) but is not exclusively hedged to the GBP.
Investment Strategy
The International Growth Assets _ GBP SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure by broadly diversifying across thousands of companies in U.S., International Developed countries and Emerging Markets. The Portfolio seeks long-term capital appreciation with high dividend income. Portfolio stability is provided by ETFs minimizing the potential short-term impact of any single company, asset class, or country.
The International Growth Assets _ GBP SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. Equity portfolios are constructed and monitored against MISCI World Ex-UK Net Returns in UK Pound Sterling (GBP). |
Download
|
| Mason Stevens |
Mason Stevens - Balanced - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "Balanced" Risk Budget. That is;
So that fluctuations in value are controlled by a meaningful allocation (40%) to defensive assets with the balance (60%) to growth assets. Its aim is to produce capital growth in a medium- to long-term time frame. (Inflation plus 3 or 4%)
And it is;
Suited for an allocation of capital that requires some degree of capital stability, but where a strong focus is provided to inflation protection and some increase in spending power. Suitable for capital that might have more than a 5 year investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Balanced - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "Balanced" Risk Budget. That is;
So that fluctuations in value are controlled by a meaningful allocation (40%) to defensive assets with the balance (60%) to growth assets. Its aim is to produce capital growth in a medium- to long-term time frame. (Inflation plus 3 or 4%)
And it is;
Suited for an allocation of capital that requires some degree of capital stability, but where a strong focus is provided to inflation protection and some increase in spending power. Suitable for capital that might have more than a 5 year investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Conservative - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "Conservative" Risk Budget. That is;
For investors who are seeking an income stream with some capital growth attached. It has a high exposure to defensive (typically income generating) assets, but also includes exposure to share and property markets. (Inflation plus 2 or 3%)
And it is;
Suited for an allocation of capital that requires a reasonable degree of capital stability, but where a focus is provided to inflation protection. It is suitable for capital that might have 3-5 year investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Conservative - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "Conservative" Risk Budget. That is;
For investors who are seeking an income stream with some capital growth attached. It has a high exposure to defensive (typically income generating) assets, but also includes exposure to share and property markets. (Inflation plus 2 or 3%)
And it is;
Suited for an allocation of capital that requires a reasonable degree of capital stability, but where a focus is provided to inflation protection. It is suitable for capital that might have 3-5 year investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Defensive - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "Defensive" Risk Budget. That is;
An income-focused portfolio that has a small exposure to growth assets. The main emphasis is on preserving capital and includes some capital risk (growth asset) in order to achieve the preservation of capital. (Inflation plus 1 or 2%)
And it is;
Suited for an allocation of capital that seeks to provide significant protection of spending power by:
1/ protecting the majority of the capital, and
2/ giving a small allocation to growth that might account for inflation. |
Download
|
| Mason Stevens |
Mason Stevens - Defensive - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "Defensive" Risk Budget. That is;
An income-focused portfolio that has a small exposure to growth assets. The main emphasis is on preserving capital and includes some capital risk (growth asset) in order to achieve the preservation of capital. (Inflation plus 1 or 2%)
And it is;
Suited for an allocation of capital that seeks to provide significant protection of spending power by:
1/ protecting the majority of the capital, and
2/ giving a small allocation to growth that might account for inflation. |
Download
|
| Mason Stevens |
Mason Stevens - Growth - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "Growth" Risk Budget. That is;
A growth-oriented portfolio that is best suited to long-term investors. A small defensive asset exposure should slightly reduce the shorter-term fluctuations of the portfolio’s value. (Inflation plus 4 or 5%)
And it is;
Suited for an allocation of capital that does not require strong support for capital stability, but does require a strong focus on increasing future spending power. Suitable for capital that might have more than a 5 year plus investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Growth - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "Growth" Risk Budget. That is;
A growth-oriented portfolio that is best suited to long-term investors. A small defensive asset exposure should slightly reduce the shorter-term fluctuations of the portfolio’s value. (Inflation plus 4 or 5%)
And it is;
Suited for an allocation of capital that does not require strong support for capital stability, but does require a strong focus on increasing future spending power. Suitable for capital that might have more than a 5 year plus investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - High Growth - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "High Growth" Risk Budget. That is;
A 100% growth based portfolio with no defensive exposure. It has a strong emphasis on maximising capital growth over the long term. (Inflation plus 5 or 6%)
And it is;
Suited for an allocation of capital that does not require support for capital stability, and is focussed entirely on increasing spending power. Suitable for capital that might have more than a 7 year plus investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - High Growth - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "High Growth" Risk Budget. That is;
A 100% growth based portfolio with no defensive exposure. It has a strong emphasis on maximising capital growth over the long term. (Inflation plus 5 or 6%)
And it is;
Suited for an allocation of capital that does not require support for capital stability, and is focussed entirely on increasing spending power. Suitable for capital that might have more than a 7 year plus investment time frame. |
Download
|
| Mason Stevens |
Mason Stevens - Secure - AUD Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in AUD and are managed such that they will achieve the objectives of "Secure" Risk Budget. That is;
Focuses entirely on the preservation of capital. As such the return is likely to be low and consistent compared with the other risk options offered. (preserve value against inflation).
And it is;
Suitable for investors who require to be certain of their future spending power.
It is not appropriate for medium to long-term investors seeking capital growth. |
Download
|
| Mason Stevens |
Mason Stevens - Secure - GBP Risk Budget Model |
This Risk Budget Model is to facilitate a mix of Separately Managed Accounts (SMAs) that hold investments in GBP and are managed such that they will achieve the objectives of "Secure" Risk Budget. That is;
Focuses entirely on the preservation of capital. As such the return is likely to be low and consistent compared with the other risk options offered. (preserve value against inflation).
And it is;
Suitable for investors who require to be certain of their future spending power.
It is not appropriate for medium to long-term investors seeking capital growth. |
Download
|
| Mason Stevens |
Secure Investments AUD |
Defensive Assets as the counterweight to Growth assets. Their purpose for investors is to help guard future consumption. They have historically had a very low correlation to Growth Assets. This portfolio is denominated in Australian Dollars (AUD) but is not exclusively hedged to the AUD. |
Download
|
| Mason Stevens |
Secure Investments GBP |
Defensive Assets as the counterweight to Growth assets. Their purpose for investors is to help guard future consumption. They have historically had a very low correlation to Growth Assets. This portfolio is denominated to UK Pound Sterling (GBP) but is not exclusively hedged to the GBP. |
Download
|
| Mason Stevens |
UK Equity Assets GBP |
For UK Equity Assets _ GBP exposure, HNW believes that investors can achieve suitable portfolio returns at a reasonable cost without "picking winners" by combining broad diversification, linked to investing in the UK economy. Diversification and cost control are achieved using exchange-traded funds (ETF's) and in some cases smart beta funds that invest in passive indices. ETFs are denominated in pound sterling.
Investment Strategy
The UK Equity Assets _ GBP - SMA is designed for an aggressive component of investors’ portfolios. It provides broad diversified and built-in rebalancing. The Portfolio uses exchange-traded funds (ETFs) to target 100% equity exposure in the UK by broadly diversifying across a mix of UK companies. The Portfolio seeks long-term capital appreciation with high dividend income, and portfolio stability by minimizing the potential short-term impact of any single company or industry.
The UK Equity Assets _ GBP - SMA is constructed using thematic ETFs tracking indices the firm believes provide investors with long-term premia. The portfolios is monitored against FTSE 100 Index in GBP. |
Download
|
| MMC and I-Select QROPS |
MMC (AUD) Balanced |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC and I-Select QROPS |
MMC (AUD) Conservative |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC and I-Select QROPS |
MMC (AUD) Defensive |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC and I-Select QROPS |
MMC (AUD) Growth |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC and I-Select QROPS |
MMC (AUD) High Growth |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP Balanced |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP Conservative |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP Defensive |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP Growth |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP High Growth |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| MMC |
MMC GBP Secure |
This Model is to allow your mid to long term investments to remain invested in GBP Sterling terms. Typically the use of such a portfolio will involve you having (or having had when implemented) a strong long-term view on the direction of the value of the pound increasing relative to the Australian dollar. Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Balanced $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Balanced 100k to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Balanced 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Balanced less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Conservative $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Conservative 100K to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Conservative 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Conservative less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Defensive $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Defensive 100K to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Defensive 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Defensive less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Growth $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Growth 100K to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Growth 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Growth less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
High Growth $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
High Growth 100K to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
High Growth 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
High Growth less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Netwealth Model Portfolio - with Managed Model = 100% |
This Model Portfolio is made up 100% of the HNW Managed Model. It is likely to be used for special purpose advice to complement other broader strategic advice provided separately. |
Download
|
| Netwealth |
Secure $500,000+ |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Secure 100K to 500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Secure 50K to 100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| Netwealth |
Secure less than 50K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Balanced $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Balanced $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Balanced $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies |
Download
|
| SMSF |
SMSF Balanced Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Conservative $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Conservative $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Conservative $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Conservative Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Defensive $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Defensive $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Defensive $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Defensive Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Growth $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Growth $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Growth $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Growth Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF High Growth $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF High Growth $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF High Growth $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF High Growth Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Secure $1.5M + |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Secure $100K to $500K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Secure $500K to $1.5M |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| SMSF |
SMSF Secure Less than $100K |
Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
Download
|
| File name |
File description |
Download |
| netwealth Active Conservative Fund - NET0025AU |
To provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth oriented assets. |
Download
|
| Betashares Australian High Interest Cash ETF - AAA |
|
Download
|
| Vanguard Australian Property Securities Index ETF - VAP |
|
Download
|
| Macquarie Income Opportunities Fund - MAQ0277AU |
|
Download
|
| iShares Composite Bond ETF - IAF |
|
Download
|
| BlackRock Fixed Income Global Opportunities Fund (Aust) Class D - BLK0003AU |
|
Download
|
| MFF Capital Investments Limited |
|
Download
|
| Netwealth Active Balanced Fund - NET0006AU |
|
Download
|
| Perpetual Industrial Share Fund - PER0046AU |
|
Download
|
| Netwealth Active Growth Fund - NET0013AU |
|
Download
|
| Templeton Global Growth Fund Limited - TGG |
|
Download
|
| Netwealth Super Accelerator PDS - 01-10-2023 |
Product Disclosure Statement for Netwealth Super Accelerator - 01-10-2023 |
Download
|
| Netwealth Wealth Accelerator PDS - 01-10-2023 |
Product Disclosure Statement for Netwealth Wealth Accelerator-01-10-2023 |
Download
|
| Netwealth Managed Account Service - Target Market Determination April 2024 |
Target market determination that applies for each investment category available within the Netwealth Managed Account Service. |
Download
|
| Dexus Asian REIT Fund - APN0023AU |
|
Download
|
| SPDR Dow Jones Global Real Estate ETF - DJRE |
|
Download
|
| iShares Global 100 ETF - IOO |
|
Download
|
| Pengana Australian Equities Fund - PCL0005AU |
|
Download
|
| iShares Core S&P/ASX 200 ETF - IOZ |
Adopts a passive investment strategy in managing the iShares Core S&P/ASX 200 ETF (’IOZ’ or ‘the Fund’). The Fund is designed to track
the performance of the S&P/ASX 200 Index (or ‘the Underlying Index’) before fees and expenses. |
Download
|
| APEX - Investing Made Easy |
|
Download
|
| i-Select HMRC QROPS Confirmation 06-12-2012 |
|
Download
|
| iShares S&P/ASX Small Ordinaries ETF - ISO |
The iShares S&P/ASX Small Ordinaries Fund (’the Fund’) is a publicly traded passive strategy that aims to track the returns of the S&P/ASX Small Ordinaries Accumulation Index (’the Underlying Index’). |
Download
|
| IAA iShares Asia 50 Etf |
|
Download
|
| Russell Investments Australian Select Corporate Bond ETF - RCB |
|
Download
|
| i-Select HMRC QROPS Confirmation Notice 01-07-2016 |
|
Download
|
| Bentham Global Income Fund - CSA0038AU |
To provide exposure to global credit markets and to generate income with some potential for capital growth over the medium- to long-term. |
Download
|
| Argo Global Listed Infrastructure Limited - ALI |
|
Download
|
| Bennelong Kardinia Absolute Return Fund - BFL0010AU |
|
Download
|
| Netwealth Managed Model PDS April 2024 |
Comprehensive summary of the Managed Account, benefits, features, risks, fees and other costs, and further information. Details of the operation of Managed Models with HNW Planning as Model Manager. |
Download
|
| Netwealth - Managed Account Guide |
Information on how the Managed Account works and procedures followed by Netwealth when managing the Managed Account. |
Download
|
| Vanguard S&P 500 ETF (GBP) - IE00B3XXRP09 |
|
Download
|
| iShares MSCI Emerging Markets (GBP) - IEEM |
|
Download
|
| X-Trackers S&P/ASX 200 ETF (GBP) - XAUS |
|
Download
|
| iShares Developed Markets Property Yield UCITS ETF (GBP) - IE00B1FZS350 - IWDP |
|
Download
|
| iShares Global Infrastructure UCITS ETF (GBP) - INFR - IE00B1FZS467 |
|
Download
|
| iShares Global Inflation Linked Government Bonds UCITS ETF (GBP) - SGIL - IE00B3B8PX14 |
|
Download
|
| Magellan High Conviction - MGE0005AU |
Magellan High Conviction Fund’s investment process is designed to generate an unconstrained, highly-concentrated portfolio of high-quality companies.
HNW Planning includes this fund primarily for diversification and because the high quality companies i |
Download
|
| FMC i-Select Superannuation Scheme Exemption Notice 2016 |
|
Download
|
| Centuria Investment Bond Competitor Comparison |
|
Download
|
| Centuria Investment Bonds PFL Benchmarking Report June 2016 |
|
Download
|
| Centuria Investment Bonds PDS Jan 2019 |
|
Download
|
| Aberdeen Multi-Asset Real Return Fund - CRS0002AU |
|
Download
|
| Schroder Real Return CPI +5 Fund - SCH0039AU |
The Schroder Real Return CPI Plus 5% Fund is a Multi-Asset Real Return fund that targets a total return of 5% p.a. before fees and expenses above Australian inflation (RBA Trimmed Mean CPI) over rolling 3 year periods. |
Download
|
| Vanguard FTSE Emerging Markets Shares ETF VGE |
|
Download
|
| VanEck Vectors Small Companies Masters ETF - MVS |
The Fund aims to provide investment returns (before management costs) that closely track the returns of the Underlying Index. |
Download
|
| iShares Global Corporate Bond (AUD Hedged) ETF - IHCB |
The Fund aims to provide investors with the performance of the Underlying Index, before fees and expenses (including the cost of hedging). |
Download
|
| Bloomberg Barclays Global Aggregate Bond GBP Hdg UCITS ETF (Dist) IE00BF1QPJ56 |
Fact Sheet |
Download
|
| iShares Core FTSE 100 UCITS ETF ISF - IE0005042456 |
|
Download
|
| MIDD iShares FTSE 250 UCITS ETF [IE00B00FV128] |
|
Download
|
| iShares MSCI UK Small Cap UCITS ETF - CUKS [IE00B3VWLG82] |
|
Download
|
| Vanguard Australian Shares Index ETF - VAS |
Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax. |
Download
|
| Antares Elite Opportunities Fund - PPL0115AU |
|
Download
|
| STM International Pension Plan (SIPP) - Schedule of Fees (Fixed Rate) |
pre-September 2023 |
Download
|
| STM International Pension Plan (SIPP) - Schedule of Fees (Component) |
pre-September 2023 |
Download
|
| Threadneedle UK Extended Alpha Fund Profile |
Fund Profile |
Download
|
| Threadneedle UK Extended Alpha Fund_KID - GB0033027474 |
Key Investor Information (Fact Sheet) |
Download
|
| Threadneedle UK Extended Alpha Presentation (Aug-17) |
Alpha Presentation - Aug 2017 |
Download
|
| Schroder Unit Trusts Limited - Prospectus |
Retail prospectus 12 February 2020 |
Download
|
| PIMCO SF Unconstrained Bond Fund - R Class (Sub form) |
Subscription form |
Download
|
| PIMCO SF Unconstrained Bond Fund - R Class (App form) |
Application form |
Download
|
| PIMCO SF Unconstrained Bond Fund - R Class (Prospectus) |
Prospectus |
Download
|
| Aberdeen Multi Asset Real Return Fund - AFZ32 PDS 10 August 2020 |
mFund AFZ32 PDS |
Download
|
| Aberdeen Multi Asset Income Fund - AFZ16 PDS 10 August 2020 |
mFund AFZ16 PDS |
Download
|
| Amscot mFund T & C |
The mFund Settlement Service Terms & Conditions of Use |
Download
|
| Vanguard Global Infrastructure Fund - VAN0023AU |
The Fund seeks to provide investors with exposure to global infrastructure securities listed across major developed countries, with the aim participating in the long-term growth potential and lower volatility characteristics of this market segment. |
Download
|
| iShares Core S&P 500 ETF - IVV |
The iShares Core S&P 500 ETF (the “Fund”) offers investors an exposure to the S&P 500 Index (or the “Underlying Index”), which is a market capitalisation based, US equity index. |
Download
|
| iShares MSCI Emerging Markets ETF - IEM |
This iShares MSCI Emerging Markets ETF (’the Fund’) is an exchange-traded fund (ETF) which seeks to provide investors with similar returns to the reference emerging markets index using a passive investment strategy. |
Download
|
| Vanguard Australian Fixed Interest Index ETF - VAF |
The Vanguard Australian Fixed Interest Index ETF (’Fund’) is a listed product which is passively managed with the aim of matching the returns to the underlying index before fees. |
Download
|
| Vanguard International Fixed Interest Index ETF (hedged) - VIF |
|
Download
|
| Mason Stevens-Financial Services Guide October 2023 |
|
Download
|
| Mason Stevens Client Terms - Oct 2017 |
|
Download
|
| Aberdeen Standard Multi Asset Income Fund - CRS0001AU |
|
Download
|
| iShares Government Inflation ETF - ILB |
|
Download
|
| Russell Investments Australian Semi-Government Bond ETF - RSM |
The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term.
|
Download
|
| Vanguard Australian Fixed Interest Index ETF - VACF |
|
Download
|
| Vanguard FTSE Asia ex Japan Shares Index ETF - VAE |
|
Download
|
| iShares Core MSCI World All Cap AUD Hedged ETF - IHWL |
|
Download
|
| iShares S&P 500 AUD Hedged ETF - IHVV |
|
Download
|
| Vanguard FTSE Europe Shares ETF - VEQ |
|
Download
|
| BetaShares Japan ETF - Currency Hedged - HJPN |
|
Download
|
| Aberdeen Diversified Income Fund I Inc - GB00B1C42886 - ASI |
The Fund’s investment objective is to provide income combined with long term capital growth. It will aim to achieve this by investing in a globally diversified portfolio of assets. |
Download
|
| BMO Barclays 3-7 Year Global Corporate Bond GBP - IE00BZ053L15 |
|
Download
|
| Vanguard U.K Gilt UCITS ETF - IE00B42WWV65 |
|
Download
|
| SPDR® Barclays Sterling Corporate Bond UCITS ETF IE00B4694Z11 |
|
Download
|
| Vanguard FTSE Developed Europe ex UK UCITS ETF IE00BKX55S42 |
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| Vanguard FTSE Emerging Markets UCITS ETF - IE00B3VVMM84 |
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| Vanguard FTSE Japan UCITS ETF IE00B95PGT31 |
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| Vanguard Global Minimum Volatility UCITS ETF - IE00BYYR0C64 |
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| SIPP Client Acknowledgement - October 2017 |
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| Ranfurly Superannuation Scheme - Hedging Process - June 2017 |
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| Ranfurly Superannuation Scheme - August 2022 |
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| Ranfurly Superannuation Scheme Other Material Information (5 Sept 2022) |
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| Ranfurly Superannuation Scheme Other Material Information Funds in the Scheme (27 April 2021) |
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| Ranfurly Superannuation Scheme PDS (5 Sept 2022) |
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| Ranfurly Superannuation Scheme SIPO (12 June 2020) |
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| Australian Ethical Emerging Companies Wholesale AET07 PDS October 2018 |
mFund AET07 PDS |
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|
| Australian Ethical Australian Shares Wholesale AET04 PDS March 2018 |
mFund AET04
Closed to new investors (02/10/2018).
PDS dated 29/03/2018 applies.
Additional investments of $1000 (minimum) or monthly regular investor plan of $100 (minimum). |
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| ATO_Running a Self-Managed Super Fund |
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| ATO_Self‑Managed Super Funds - Key Messages for Trustees |
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| SMSF Association_Limited Recourse Borrowing Arrangements Industry Best Practice Guidelines |
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| AESF - Investment Guide 12 Sept 2024 |
AESF - Investment Guide 12 Sept 2024 |
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| AESF - Member Guide 19 August 2024 |
AESF - Investment Guide 12 Sept 2024 |
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| AESF - Product Disclosure Statement 19 August 2024 |
Product Disclosure Statement - AESF_19 August 2024 |
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| Glossary for Quarterly Summary |
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| Threadneedle UK Extended Alpha Fund GBP - Fund Commentary March 2020 |
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| AESF - Insurance Guide |
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|
| Magellan Global Fund - MGE0001AU |
The Fund is a long only, benchmark unaware investment capability that invests across global equity markets and can also invest up to 20% in cash as a capital preservation and risk control mechanism. |
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| ASIC Info 274_Advice on self-managed superannuation funds - SMSF Advice update_Dec-2022 |
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| Centuria Investment Bond Investment Menu Jan 2019 |
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| Mason Stevens Compliance Letter |
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|
| APN Asian REIT Fund - APF02 PDS 29 Jun 2019 |
mFund APF02 PDS |
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| iShares £ Index-Linked Gilts UCITS ETF GBP (Dist) - INXG - IE00B1FZSD53 |
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| iShares Core GBP Corp - GBP - SLXX |
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| Ranfurly Superannuation Scheme Australian Member Tax Summary June 2017 |
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| i-Select PIE Other Material Information 08 November 2024 |
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| i-Select Tax Summary for Australian Residents August 2019 |
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| i-Select Scheme Audited Annual Report 2019 |
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| i-Select Superannuation Scheme Annual Report 2024 |
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| i-Select Superannuation Scheme Investment Options Supplement Sept 2024 |
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| iShares Global High Yield Corp Bond GBP Hedged UCITS ETF (Dist) - IE00B8KQFS66 - GHYS |
The fund is an exchange traded fund (ETF) that aims to track the performance of the Markit iBoxx Global Developed Markets Liquid High Yield Capped (GBP Hedged) index as closely as possible. |
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|
| iShares S&P 500 GBP Hedged UCITS ETF (Acc) - IGUS |
The fund is an exchange traded fund (ETF) that aims to track the performance of the S&P 500 British Pound Hedged Index as closely as possible. |
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| iShares UK Property UCITS ETF GBP (Dist) - IUKP |
The fund is an exchange traded fund (ETF) that aims to track the performance of the FTSE EPRA/NAREIT UK Index as closely as possible. The ETF invests in physical index securities. |
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|
| iShares MSCI World GBP Hedged UCITS ETF (Acc) - IGWD |
The fund is an exchange traded fund (ETF) that aims to track the performance of the MSCI World 100% Hedged to GBP Index Net as closely as possible. |
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| Vanguard FTSE 100 UCITS ETF - VUKE - IE00B810Q511 |
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| iShares Edge MSCI World Min Vol UCITS ETF GBP Hedged - WMVG - IE00BGPP8L80 |
The Fund seeks to track the performance of an index composed of selected companies from developed countries that, in the aggregate, have lower volatility characteristics relative to the broader developed equity markets. |
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|
| iShares J.P. Morgan USD EM Bond UCITS ETF GBP Hedge IE00BDFGJ734 - EMHG |
The fund is an exchange traded fund (ETF) that aims to track the performance of the JP Morgan Emerging Markets Bond Index Global Core Index as closely as possible. |
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|
| Firetrail Absolute Return Fund - Class A - WHT5134AU |
The Fund aims to deliver returns above the RBA Cash Rate over the medium to long term. |
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|
| PIMCO Dynamic Bond Fund-Wholesale Class (mFund PMF06) - ETL0404AU |
To seek to maximise long-term returns in a manner consistent with the preservation of capital and prudent investment management. |
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|
| ASI Diversified Growth Fund - GB00B6VCMV18 |
To achieve a combination of growth and income, with lower volatility than equities, the Fund invests in a wide range of assets across both global emerging and developed countries. |
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|
| Schroder Dynamic Multi Asset Fund (Class Z Income GBP) |
Investment Objective and Policy |
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|
| Schroder Dynamic Multi Asset Fund (Class Z Income GBP) - GB00B2Q1N909 |
Key Investor Information (Fact Sheet) |
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|
| Schroder Dynamic Multi Asset Fund (Class Z Income GBP) GB00B2Q1N909 |
Morning Star Research |
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|
| AESF Application Form April 2023 |
AESF Application Form April 2023 |
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|
| Threadneedle UK Extended Alpha Fund - Professional Investors(NET) |
Professional Investors - All data |
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|
| Threadneedle UK Extended Alpha Fund Institutional Acc GBP - Retail Fact Sheet - GB0033027474 |
Retail Fund Fact-sheet |
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|
| Schroder Fixed Income Fund - SCH0028AU |
The Schroder Fixed Income Fund (’the Fund’) is a Diversified Fixed Interest product managed against the Bloomberg AusBond Composite 0+Yr Index. |
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|
| SPDE S&P ASX200 Fund - STW |
The Fund aims to closely track, before fees and expenses, the returns and characteristics of its Underlying Index. |
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|
| BKI Investment Company Limited - BKI |
|
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|
| PIMCO Global Bond Fund - Wholesale Class - ETL0018AU |
|
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|
| Vanguard International Property Securities Index Fund (Hedged) - VAN0019AU |
|
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|
| Russell Investments High Dividend Australian Shares Etf - RDV |
To provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
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|
| Perpetual Wholesale Concentrated Equity Fund - PER0102AU |
Provide long-term capital growth and income through investment in quality industrial and resource shares. |
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|
| iShares J.P. Morgan USD Emerging Markets Bond (AUD Hedged) ETF - IHEB |
|
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|
| iShares S&P 500 UCITS ETF GBP Hedged Dist - IE00BD8KRH84_GSPX |
|
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|
| Threadneedle Specialist Investment Funds ICVC - Prospectus |
Prospectus - 1 September 2020 |
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|
| FP Apollo Multi Asset Cautious Fund - GB00B4TDQD29 |
Morning Star Research |
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|
| FP Apollo Multi Asset Cautious Fund Fact Sheet- GB00B4TDQD29 |
Apollo Fact Sheet |
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|
| FP Apollo Multi Asset Adventurous Fund - GB00B67BB375 |
Morning Star Research |
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|
| FP Apollo Multi Asset Adventurous Fund Fact Sheet - GB00B67BB375 |
Apollo Fact Sheet |
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|
| FP Apollo Multi Asset Balanced Fund - GB00B4T7ZR16 |
Morning Star Research |
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|
| FP Apollo Multi Asset Balanced Fund Fact Sheet - GB00B4T7ZR16 |
Apollo Fact Sheet |
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|
| iShares MSCI World UCITS ETF USD - IWRD - IE00B0M62Q58 |
|
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|
| Macquarie CMA PDS - April 2023 |
Macquarie Cash Management Account - Product Information Statement - Date: 01-12-2023 |
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|
| Macquarie Term Deposit - Product Information Statement |
Macquarie Term Deposit - Product Information Statement
Date: 01-12-2023 |
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|
| Macquarie FSG - May 2023 |
Macquarie Financial Services Guide - May 2023 |
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|
| PIMCO Dynamic Bond Fund - Wholesale Class - PMF06 - PDS 26 September 2022 |
mFund PMF06 - PIMCO Dynamic Bond Fund - PDS |
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|
| Schroder Fixed Income Fund - Wholesale Class - SCH51 - PDS 20 December 2022 |
mFund SCH51 - Schroder Fixed Income Fund - Wholesale Class - PDS |
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|
| mFund Fact Sheet |
This Fact Sheet contains important information about using the mFund
Settlement Service when you buy or sell units in managed funds through a
broker. |
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|
| Amscot Client Agreement T&Cs |
Client Agreement - Terms and Conditions |
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|
| Betashares FTSE 100 ETF - F100 |
|
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| iShares China Large Cap UCITS Etf USD - IE00B02KXK85 |
|
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| BlackRock iShares MSCI Taiwan UCITS ETF USD (Dist) - IE00B0M63623 |
|
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|
| BlackRock Asset Management Ireland Limited - iShares MSCI Korea UCITS USD - IE00B0M63391 |
|
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|
| Asian REIT - Fund Flyer - APN0023AU_APF02 |
Fund Flyer mFund: APF02 |
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|
| iShares Global Corp Bond ETF GBP-Hedged - IE00BDFK3G24 |
|
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|
| iShares Australian Equity Index Fund - BGL0034AU |
|
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|
| Aberdeen Standard Unit Trust I - Prospectus |
Prospectus - 31 August 2020 |
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|
| Aberdeen Standard OEIC I - Prospectus |
Prospectus - 22 June 2020 |
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|
| Aberdeen Standard OEIC III - Prospectus |
Prospectus - 31 August 2020 |
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|
| State Street Global Advisers SPDR - Prospectus |
Prospectus 7 February 2020 |
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|
| iShares VI Prospectus |
Prospectus 23 June 2020 |
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|
| Vanguard Funds PLC Prospectus |
Prospectus 19 February 2020 |
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|
| Threadneedle Investment Funds ICVC - Prospectus |
Prospectus 1 September 2020 |
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|
| HNW Planning's Guided Portfolio |
Additional information on HNW Planning's Guided Portfolio |
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|
| Cost of Operating SMSFs - Rice Warner - November 2020 |
|
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|
| Cost of Operating SMSFs - SMSF Association - November 2020 |
|
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|
| i-Select PIE PDS + Application Form 29 June 2022 |
|
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|
| i-Select Super Scheme Tax Document - November 2020 |
|
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|
| Cost of Operating SMSFs - Is an SMSF the right answer for you? |
|
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|
| i-Select Superannuation Scheme PDS+Application Form 6 December 2023 |
PDS + Application Form 6 December 2023 |
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|
| Netwealth Managed Model PDS (Part 2) April 2024 |
This Managed Models Menu is Part 2 of the Managed Account Product Disclosure Statement (‘PDS’) issued by Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975) |
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|
| Macquarie Investment Management Limited - FSG |
Financial Services Guide for Macquarie Investment Management Limited
Date: May 2024 |
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|
| Macquarie Investment Consolidator IDPS Guide_01-07-2019 |
Macquarie Investment Consolidator IDPS Guide
Date: 01-07-2019 |
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|
| Macquarie Super and Pension Consolidator - PDS_01-07-2019 |
Product Disclosure Statement for Macquarie Super and Pension Consolidator.
Date: 01-07-2019 |
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|
| Macquarie Super and Pension Consolidator II - PDS 01-10-2024 |
Product Disclosure Statement for Macquarie Super and Pension Consolidator II
Date: 01-10-2024 |
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|
| Macquarie Investment Consolidator II - IDPS Guide 01-10-2024 |
Investor Directed Portfolio Service Guide - Macquarie Investment Consolidator II_Date: 01-10-2024 |
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|
| Voyage - Super and Pension PDS - 01-06-2024 |
Voyage Super and Pension Product Disclosure Statement
Date: 01-06-2024 |
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|
| Voyage - Investment IDPS Guide - 01-06-2024 |
Voyage Investor Directed Portfolio Service (IDPS) Guide - 01-06-2024 |
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|
| PIMCO Global Bond Fund – Wholesale Class - PMF03 - PDS 28th September 2020 |
mFund PMF03 - PIMCO Global Bond Fund - PDS |
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|
| Leo Wealth Fact Find |
|
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|
| Mason Stevens - HNW Planning Managed Account Service Investment Mandate - June 2022 |
Managed Account Service Investment Mandate - June 2022 |
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|
| Mason Stevens - HNW Planning Managed Portfolio Disclosure Document - March 2022 |
Managed Portfolio Disclosure Document - March 2022 |
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|
| Mason Stevens - Australian Fixed Income Managed Portfolio - June 2021 |
Australian Fixed Income Managed Portfolio - June 2021 |
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|
| Mason Stevens Target Market Determinations Mason Stevens Global Investment Service |
Mason-Stevens-Global-Investment-Service-Target Market Determination 20 October 2023 to 20 October 2024 |
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|
| Mason Stevens Super Additional Information Guide |
|
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|
| Mario Zannettou Financial Services Guide |
Current Financial Services Guide (FSG) for Mario Zannettou |
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|
| Adam Basa Financial Services Guide |
Current Financial Services Guide (FSG) for
Adam Basa |
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|
| HNW Plannings ETF Guided Portfolio |
Additional Information on HNW Plannings ETF Guided Portfolio |
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|
| Macquarie Income Opportunities Fund - MIM01 - PDS 26 September 2022 |
mFund MIM01 - Macquarie Income Opportunities Fund - PDS |
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|
| Bentham Professional Global Income Fund - BAM05 - PDS 17th October 2022 |
mFund BAM05 - Bentham Professional Global Income Fund - PDS |
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|
| Bentham Professional Global Income Fund - BAM05 - Additional Information Booklet 17th October 2022 |
mFund BAM05 - Bentham Professional Global Income Fund - BAM05 - Additional Information Booklet 17th October 2022 |
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|
| Mason Stevens - Global Investment Service Guide |
Mason Stevens- Global Investment Service Guide October 2023 |
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|
| BetaShares Global Quality Leaders ETF - QLTY |
|
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|
| BetaShares Australian Investment Grade Corporate Bond ETF - CRED |
|
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|
| Vanguard International Credit Securities Index Fd (Hedged) ETF - VCF |
|
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|
| VanEck MSCI International Value ETF - VLUE |
|
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|
| VanEck S&P/ASX MidCap ETF - MVE |
|
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|
| iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) - IGLS_IE00B4WXJK79 |
|
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|
| Vanguard U.K. Gilt UCITS ETF - IE00B42WWV65_VGOV |
|
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|
| Asteron Life Complete SPDS - 01-06-2023 |
Product Disclosure Statement (Supplementary) for Asteron Life Complete - 01-06-2023 |
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|
| iShares FTSE UK Dividend Plus - GBP - IUKD |
|
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|
| JPMorgan European Growth & Income - GBP (JEGI) |
|
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|
| SST4725AU - State Street Floating Rate Fund |
|
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|
| State Street Floating Rate Fund |
|
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|
| Vanguard International Credit Securities Index (Hedged) Fund - VAN0106AU |
|
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|
| BetaShares Australian Ex-20 Portfolio Diversifier ETF - EX20 |
|
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|
| Vanguard MSCI Australian Small Companies Index ETF - VSO |
|
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|
| Vanguard All-World EX US Shares Index ETF - VEU |
|
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|
| SPDR S&P Global Dividend Fund - WDIV |
|
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|
| Options Your Global (SIPP) – Fee Schedule - September 2023 |
Options Your Global (SIPP) – Fee Schedule - September 2023 |
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|
| HUB24 Invest IDPS Guide (Part I and Part II)_10-11-2023 |
HUB24 Invest IDPS Guide (Part I and Part II)_10-11-2023 |
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|
| Omniport Super and Pension Service Product Update 30 April 2024 |
Omniport Super and Pension Service Product Update 30 April 2024 |
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|
| Macquarie Accelerator Account PDS |
Macquarie Accelerator Account - Product Information Statement
Date: 01-12-2023 |
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|
| Amscot - FSG as at March 2024 |
Amscot - Financial Services Guide as at March 2024 |
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|
| BOQ Foreign Currency Facilities PDS_Nov 2023 |
Bank Of Queensland Currency Facilities Product Disclosure Statement - Nov 2023 |
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|
| BOQ Foreign Currency Deposit Accounts_Combined PDS and FSG_Nov 2023 |
BOQ Foreign Currency Deposit Accounts_Combined Product Disclosure Statement and Financial Services Guide_Nov 2023 |
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|
| HNW Australian Equity Portfolio November 23 |
|
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|
| HNW Australian Equity Concentrated Portfolio November 23 |
|
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|
| HNW Australian Equity Income Portfolio November 23 |
|
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|
| HNW Australian Equity Income Concentrated November 23 |
|
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|
| HNW Australian Equity Portfolio December 23 |
|
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|
| HNW Australian Equity Concentrated Portfolio December 23 |
|
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|
| HNW Australian Equity Income Portfolio December 23 |
|
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|
| HNW Australian Equity Income Concentrated December 23 |
|
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|
| Options Your Global (SIPP) - Terms & Conditions |
|
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|
| Options Your Global (SIPP) - Key Features |
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| Options Your Global (SIPP) - Application |
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| Options Your Global (SIPP) - Permitted Investment List |
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| Options Your Global (SIPP) - Member fact sheet - Taking Benefits |
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| HNW Australian Equity Portfolio January 24 |
|
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|
| HNW Australian Equity Concentrated Portfolio January 24 |
|
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|
| HNW Australian Equity Income Portfolio January 24 |
|
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|
| HNW Australian Equity Income Concentrated January 24 |
|
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|
| January 2024 Market View |
|
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|
| Options Your Global (SIPP) - Product Disclosure Statement |
|
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|
| HNW Australian Equity Portfolio February 24 |
|
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|
| HNW Australian Equity Concentrated Portfolio February 24 |
|
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|
| HNW Australian Equity Income Portfolio February 24 |
|
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| HNW Australian Equity Income Concentrated February 24 |
|
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|
| February 2024 Market View |
|
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|
| Macquarie Wrap Superannuation - Technical Information Booklet |
Macquarie Wrap Superannuation Technical Information Booklet
Date: 01-07-2024 |
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|
| Macquarie Wrap Cash Account - Product Information Statement |
Macquarie Wrap-Cash-Account_Product Information Statement
Date: 01-12-2023 |
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|
| Macquarie Cash Management Account Flyer |
Macquarie Cash Management Account Flyer |
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|
| Macquarie Cash Management Accelerator Flyer |
Macquarie Cash Management Accelerator Flyer |
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|
| HNW Australian Equity Portfolio March 24 |
|
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|
| HNW Australian Equity Concentrated Portfolio March 24 |
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| HNW Australian Equity Income Portfolio March 24 |
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| HNW Australian Equity Income Concentrated March 24 |
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| March 2024 Market View |
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| Australian Equities High Conviction Small Resources |
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| HNW Australian Equity Portfolio April 24 |
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| HNW Australian Equity Concentrated Portfolio April 24 |
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| HNW Australian Equity Income Portfolio April 24 |
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| HNW Australian Equity Income Concentrated April 24 |
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| April 2024 Market View |
April 2024 Market View |
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| May 2024 Market View |
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| June 2024 Market View |
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| July 2024 Market View |
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| August 2024 Market View |
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| September 2024 Market View |
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| October 2024 Market View |
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| HNW Australian Equity Portfolio May 24 |
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| HNW Australian Equity Portfolio June 24 |
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| HNW Australian Equity Portfolio July 24 |
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| HNW Australian Equity Portfolio August 24 |
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| HNW Australian Equity Portfolio September 24 |
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| HNW Australian Equity Portfolio October 24 |
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| HNW Australian Equity Portfolio November 24 |
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| HNW Australian Equity Concentrated Portfolio May 24 |
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|
| HNW Australian Equity Concentrated Portfolio June 24 |
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|
| HNW Australian Equity Concentrated Portfolio July 24 |
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|
| HNW Australian Equity Concentrated Portfolio August 24 |
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|
| HNW Australian Equity Concentrated Portfolio September 24 |
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|
| HNW Australian Equity Concentrated Portfolio October 24 |
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|
| HNW Australian Equity Income Portfolio May 24 |
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|
| HNW Australian Equity Income Portfolio June 24 |
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|
| HNW Australian Equity Income Portfolio July 24 |
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|
| HNW Australian Equity Income Portfolio August 24 |
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|
| HNW Australian Equity Income Portfolio September 24 |
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|
| HNW Australian Equity Income Portfolio October 24 |
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|
| HNW Australian Equity Income Portfolio November 24 |
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|
| HNW Australian Equity Income Concentrated May 2024 |
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|
| HNW Australian Equity Income Concentrated June 2024 |
|
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|
| HNW Australian Equity Income Concentrated July 2024 |
|
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|
| HNW Australian Equity Income Concentrated August 2024 |
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|
| HNW Australian Equity Income Concentrated September 2024 |
|
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|
| HNW Australian Equity Income Concentrated October 2024 |
|
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|
| HNW Australian Equity Income Concentrated November 2024 |
|
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|
| HNW Australian Equity Concentrated Portfolio November 24 |
|
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|
| MES Due Dilligence Information |
|
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|
| Third Platform Services Limited - Due Diligence Factsheet V8 |
|
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|
| MES Adviser SIPP II Key Features 6 April 2024 |
|
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|
| MES Adviser SIPP Key Features 6 April 2024 |
|
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|
| MES Adviser SIPP - charges schedule Jan 2025 |
|
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|
| MES Adviser SIPP II - charges schedule Jan 2025 |
|
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|
| November 2024 Market View |
|
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|
| i-Select PIE Superannuation Scheme Annual Report 2024 |
|
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|
| December 2024 Market View |
|
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|