- Competitive administration fees.
- 0.20% p.a. of asset value capped at $500 p.a.
Efficient client administration
- Consolidated and efficient client reporting.
- Adviser, administration and management login.
- Online and offline access.
- Access multiple insurers.
- Term Deposits and cash, including bring your own cash account facilities.
- Eligible life insurance policies and pay premiums from your Wealth Series account.
- Build a diversified investment portfolio using a range of Russell Investments’ actively managed multi-asset, single sector and real return funds.
- Term deposit facility.
- Cash account.