Downloads & Links

Downloads and links

Downloads
Wealthtrac 2023 Superannuation Performance Test Results
Wealthtrac Superannuation Master Trust Product Update - 1 June 2023
Wealthtrac Superannuation Master Trust Product Update – 31 March 2023
Wealthtrac Superannuation Master Trust Product Update - 1 January 2023
Wealthtrac Superannuation Master Trust Product Update – Admin Expense Recovery – 14 November 2022
Wealthtrac Superannuation Master Trust Product Update - 1 September 2022
Wealthtrac Superannuation Master Trust – Product Disclosure Statement
Wealthtrac Superannuation Master Trust – Target Market Determination (TMD)
Wealthtrac Superannuation Master Trust - Annual Report
Wealthtrac Portfolio Service Product Update - 1 June 2023
Wealthtrac Portfolio Service Product Update – 31 March 2023
Wealthtrac Portfolio Service IDPS Guide
Wealthtrac Portfolio Service – Target Market Determination (TMD)
Wealthtrac Investment Menu
Departing Australia Superannuation Payment Guide
Wrap Cash Account Product Information Statement
Group Insurance rates: GSC65 October 2017
Group Insurance rates: GSC2 October 2017
Group Insurance rates: Death and TPD October 2021
Oasis Non Daily Pricing Schedule
OneCare Product Disclosure Statement

 

Links
Oasis Fund Management Trustee and Fund Information
Wealthtrac EOFY Hub
Updated Wrap Cash Offer Documents
Annual Member Meeting
Insurance in Superannuation
Portfolio Holding Disclosure - view the underlying assets of our internal managed funds
Retirement Income Covenant – view the Trustee’s Retirement Income Strategy

Looking for more information?

Speak to your financial adviser or contact us

Contact us

Monday to Friday 8am to 7pm (AEST)

1800 893 091

Online

Email wealthtrac@wrapinvest.com.au

or visit www.wealthtrac.com.au

Wealthtrac Superannuation Master Trust is issued by Oasis Fund Management Limited (Trustee) (ABN 38 106 045 050, RSE L0001755, AFSL 274331) and Wealthtrac Portfolio Service is issued by IOOF Investment Services Ltd (Operator) (ABN 80 007 350 405, AFSL 230703). The Trustee and Operator are members of the IOOF group of companies comprising IOOF Holdings Ltd (ABN 49 100 103 722) (IOOF) and its related bodies corporate. IOOF, the Trustee, the Operator, and its related bodies corporate and associated entities do not guarantee the repayment of capital, the performance of, or any rate of return of an investment in the products issued by the Trustee and Operator. Such an investment is subject to investment risk and other risks, including delays in the repayment of capital and loss of income and principal invested. Past performance is not an indication of future performance.

The information provided is of a general nature and does not take into account your personal needs, financial circumstances or objectives. Before acting on this information, you must consider the appropriateness of the information, having regard to your needs, financial circumstances and objectives. You must also read the relevant PDS or IDPS Guide, this information and any other current disclosure documents which are available by calling Customer Services on 1800 893 091 or visiting wrapinvest.com.au/wealthtrac before making any investment decision.

The Wrap Cash Account is a deposit account provided by Macquarie Bank Limited (ABN 46 008 583 542 AFSL 237502).

The information on this website is current as at the date of publication and may be subject to change. For further information, please contact your financial adviser or Customer Services on 1800 893 091.