Frequently Asked Questions

  • 1. What are the costs of using netwealth?

    netwealth offers a clear and simple pricing structure with no hidden costs. netwealth charges an administration fee, determined by the total balance of your superannuation. Transaction fees may apply when buying and selling investments, such as The Montgomery Fund. For more information please see the ‘Fees and other costs’ section of the Super Accelerator PDS.

  • 2. Can I invest my entire super balance into Montgomery funds?

    Yes. As long as you open a netwealth Super Accelerator Plus account and satisfy netwealth’s minimum cash requirement you can allocate your balance to Montgomery funds* (netwealth requires that a minimum of 1% or $500 be retained in cash in your account, up to a maximum of $5,000).

  • 3. Can I use netwealth for super contributions from my employer?

    Yes. netwealth's Super Accelerator Plus can receive contributions from your employer where you have elected choice.

  • 4. Can I change my investments at any time?

    Yes, you can alter your investment portfolio at any time. This can be done online.

  • 5. Can I transfer my existing life, TPD (total and permanent disability) and/or income protection insurance cover from my existing Superannuation fund to netwealth?

    In the same way you are able to consolidate your super, you may be eligible to apply to transfer your existing life insurance cover to netwealth. Any transfer request will be subject to assessment by the underwriter. You can instruct netwealth to wait until you have been notified that the insurer has approved your insurance transfer request before proceeding with your rollover request.

*The purpose of this page is to provide general information about our funds management services and does not purport to give financial advice. The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary. Investing involves the risk of capital loss. Not all investments are appropriate for all people.

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