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.
Our Cash Rates
- Wealthtrac offers one of the best Cash Rates within the Superannuation and Pension market, currently 2.05%*
*Subject to change
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
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
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
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