There are 5 main reasons to shift to Wealthtrac: our Cash Rates, Macquarie technology, lower client fees, greater choice of investments and personalised business services.

1

Our Cash Rates

  • Wealthtrac offers one of the best Cash Rates within the Superannuation and Pension market, currently 2.05%*

    *Subject to change
2

Macquarie Platform

  • Macquarie is a leading wrap platform for self-licensed advisers
  • Used by thousands of self-licensed dealers
  • Continues to invest in upgrading and improving platform services
3

Lower client fees for higher account balances

  • Low platform fees with no transaction charges for managed fund switches
  • Fees are capped at $350,000 account balance
  • Maximum fee is $2,460 p.a.
  • Family fee discount, a 15% reduction in fees for family members and entities
4

More Choice

  • Broad APL with more than 300 wholesale managed funds from a diverse range of fund managers
  • Advisers can nominate new fund managers to be added to the APL
  • Growing list of SMAs are available
  • Multi-term deposit providers in place
5

Personalised Business Services

  • You don’t need to deal with platform BDMs
  • We help you transition clients across to Wealthtrac
  • We’ll listen and take proposed service or technical improvements to senior platform management, we’ll get things done ASAP
  • Wealthtrac staff personally assist to manage your platform relationships
  • We’ll get involved to resolve platform issues
  • We’ll help train new staff