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Personal Super Fund profiles
| netwealth Personal Superannuation |
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| Principal Contact: |
Matthew Heine
Director, Distribution & Marketing |
Telephone:
Member Telephone:
Facsimile: |
1800 888 223
1800 888 223
(03) 9655 1333 |
|
Address: |
Level 7
52 Collins Street
Melbourne VIC 3000 |
Website:
Email: |
www.netwealth.com.au
contact@netwealth.com.au
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Postal Address: |
PO Box 18177 Collins Street East
Melbourne VIC 8003 |
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Overview:
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The netwealth Personal Super Plan provides members with a highly flexible investment selection, competitive insurance premiums and online access to their accounts (including reports and transaction capabilities).
This plan is suitable for the Self-Employed and those who do not wish to participate in their employer's default fund - providing a tax effective retirement savings vehicle. |
| Year of Establishment: |
1999 |
| Value of Funds: |
$630 million |
| Key Features: |
- All ASX Shares.
- 250 Managed funds and Property Syndicates.
- Highly Rated Multi-Manager “Default Options".
- Competitive Insurance Rates for Death, TPD and Salary Continuance.
- Telephone Support Service Available.
- Independent Non Institutional Fund.
- Online transactional function and reporting.
- Friendly Service.
- Highly Competitive Fees.
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| Administrator: |
Internal |
| Auditor: |
Moore Stephens |
| Custodian: |
Internal |
| Insurer: |
AIG |
| INVESTMENT OPTIONS |
Over 250 Managed Funds and all ASX listed securities along with: |
| netwealth Australian Share Fund |
Invests in Intech Australian Shares Active Trust. |
| netwealth International Share Fund |
Invests in Intech International Shares Active Trust and the Intech International Shares Passive Trust. |
| netwealth Property Share Fund |
Invests in Intech Australian Properties Securities Trust and the Intech International Property Securities Hedged Trust. |
| netwealth Conservative Growth Fund |
Invests in Intech Conservative Growth Trust. |
| netwealth Balanced Fund |
Invests in Intech Balanced Growth Trust. |
| netwealth Growth Fund |
Invests in Intech Growth Trust. |
| netwealth High Growth |
Invests in Intech High Growth Plus Trust. | Please refer to individual Fund Manager material for performance of external Managed funds and your adviser/broker for performance of ASX listed securities.
Investment Performance
|
Growth Asset Weighting |
Performance to 31 March 2006 |
| |
|
1yr |
3yr |
5yr |
| netwealth Australian Share Fund |
|
18.17% |
23.91% |
14.88% |
| netwealth International Share Fund |
|
17.22% |
16.69% |
- |
| netwealth Property Share Fund |
|
10.18% |
17.48% |
18.90% |
| netwealth Conservative Growth Fund |
30% |
7.24% |
8.23% |
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| netwealth Balanced Fund |
50% |
9.92% |
10.46% |
6.67% |
| netwealth Growth Fund |
70% |
12.87% |
13.68% |
7.77% |
| netwealth High Growth |
100% |
17.47% |
18.58% |
- | |
| Insurance Available: |
Death, Total and Permanent Disability and Salary Continuance (Income Protection). |
| Extra Benefits: |
Non-super Savings Options, Online Account Details, Online Transactions, Retirement Planning, Super Splitting. |
| Communications: |
Employer Reports, Employee Reports, Membership, Investment and Insurance Booklets, Publications and Monthly Investment Performance available on website. |
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