Downloads & Links

Downloads and links

Downloads
Wealthtrac Superannuation Master Trust - Product Update Jan-22 (PDF)
Wealthtrac Superannuation Master Trust - Insignia Financial entity name change
Wealthtrac Portfolio Service - Insignia Financial entity name change
Wealthtrac Superannuation Master Trust Product Update - Changes to Duty of Disclosure
Wealthtrac Superannuation Master Trust – Financial Year 2021-22 Product Update
Wealthtrac Superannuation Master Trust - Contribution eligibility rule changes
Wealthtrac Superannuation Master Trust - Covid19 Product Update
Wealthtrac Superannuation Master Trust – Product Disclosure Statement
Wealthtrac Superannuation Master Trust – Target Market Determination (TMD)
Wealthtrac Superannuation Master Trust - Annual Report
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: Death and TPD October 2021
Group Insurance rates: GSC2 October 2017
Oasis Non Daily Pricing Schedule
The Wrap Up magazine
OneCare Product Disclosure Statement
Ceasing Super Transfers to Eligible Rollover Funds: (issued 1 May 2021)

 

Links
Oasis Fund Management Trustee and Fund Information
Wealthtrac Tax and EOFY Information
Updated Wrap Cash Offer Documents
Annual Member Meeting
Insurance in Superannuation
Portfolio Holding Disclosure - view the underlying assets of our internal managed funds

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