If you do not have an SMSF and want to invest your personal superannuation into the Montgomery funds then our partnership with industry-leading superannuation provider, netwealth, can help.
Getting started is easy – simply open an account with netwealth, transfer some or all of your super to netwealth Super Accelerator Plus, then allocate an investment to either The Montgomery Fund, the Montgomery Global Fund or Montaka Global Access Fund.
Follow these simple steps below to invest into our funds using your super.
1. OPEN A NETWEALTH ACCOUNT
Simply complete the online form, and netwealth’s dedicated customer service team will contact you to help you open a Super Accelerator Plus account. They will give you a Super Accelerator Plus Product Disclosure Statement (PDS), which contains information about the key benefits and features of Super Accelerator Plus, and they can also answer any questions you may have. Once your completed and signed application has been received by netwealth, setup usually takes 1-2 business days.
2. TRANSFER SOME OR ALL OF YOUR SUPER
Once your Super Accelerator Plus account is established, you can transfer your super from your current super fund/s. The transfer (or "rollover") is a straightforward process handled by netwealth and you can opt to transfer only a portion of your super balance across. You can also elect to make additional contributions to your netwealth super, such as employee and non-concessional contributions. (This is subject to you being eligible to make super contributions, which is generally determined by your age and/or employment status).
3. INVEST IN MONTGOMERY FUNDS
Once your account is funded, you can purchase units in either The Montgomery Fund, the Montgomery Global Fund or Montaka Global Access Fund. The entire transaction can be completed through your netwealth online account. Simply login and purchase the quantity you would like or have been advised as appropriate, much like online share trading. You even have the option to nominate a reinvestment plan for distributions or to dollar cost average for future purchases.