Asgard Ewrap Investment Options
We've expanded our list of available investment options for Asgard eWRAP and Master Trust products. You'll find details on the managed fund updates below. August Managed fund additions. The below funds have been added to Asgard Master Trust and Asgard eWRAP during August This List of Available Investment Options (this List) has been prepared for Asgard Infinity eWRAP Investment, The operator, administrator and custodian of Asgard Infinity eWRAP Investment is Asgard Capital Management Ltd ABN 92AFSL (Asgard, Administrator).File Size: KB.
Term deposits Through Asgard eWRAP Investment, we offer a range of term deposits with differing maturities/terms and interest payment options. You can learn more about the current terms and rates available from your financial adviser or by calling our Customer Relations fxfn.xn--d1abbugq.xn--p1ai Size: 2MB. For all assets on Asgard Open eWRAP Super/Pension and for assets other than listed securities on Asgard Open eWRAP Investment Administration fee of % p.a.
on balances up to $, capped Minimum Administration fee of $ p.a. For the listed security portion of. Guide (and IDPS Guide) (Guide) dated 23 July for Asgard Open eWRAP Investment. In this SFSG, unless otherwise stated, a reference to a page number is to a page number in the Guide. This SFSG is issued by Asgard Capital Management Limited ABN 92AFSL (Asgard).
It should be read together with the Guide. • Investment options – regular investment plan, auto-rebalancing facility, cash management facility, progressive investment program, agency deposits and direct debit details • Share trading options • Margin lending (Infinity eWRAP Investment only) • Adviser fees/remuneration (including cash commission rebate).
Build your portfolio using a range of 50 managed funds that are managed by a variety of leading investment managers. Asgard eWRAP For a more comprehensive investment solution, use eWRAP to access hundreds of managed funds, all ASX listed shares, two cash options and all the extras you could possibly need, including tax planning, gearing and.
Asgard Infinity eWRAP Investment Asgard Infinity eWRAP Investment FSG and IDPS Guide Asgard Infinity eWRAP Super and Pension Asgard Infinity eWRAP Super/Pension PDS Asgard Infinity eWRAP Super/Pension PDS - Part 2 (List of available investment options) Infinity brochures Adviser brochure Infinity User guides.
For AdviserNET users. That’s why we’re introducing Asgard Infinity eWRAP – a fully customisable, pay-for-what-you-use platform. Infinity is a smart solution for clients with lower balances or specific needs. Infinity starts with a low cost Core offer and provides a range of optional features so you can customise the platform to suit your client’s specific needs.
Investor Online gives you quick and easy access to your account information when you want it. Stay in touch with your investment information and account details 24 hours a day, 7 days a week via a secure, internet-based account information service. The managed investments component of ASGARD eWRAP – Investment is an IDPS that complies with ASIC Policy Statement The Cash Account is a bank account offered by fxfn.xn--d1abbugq.xn--p1ai Bank Limited ABN 92 (fxfn.xn--d1abbugq.xn--p1ai or the Bank) in respect of which you may pay fees to fxfn.xn--d1abbugq.xn--p1ai Asgard eWRAP Super/Pension List of available investment options Issue date: 15 February This List of Available Investment Options (this List) has been prepared by the Trustee of Asgard eWRAP Super/Pension, BT Funds Management Ltd ABN 63AFSL (BTFM, Trustee).
The administrator and custodian of Asgard eWRAP Super/ Pension. Asgard Capital Management Limited ABN 92 AFSL is the operator and custodian of Infinity eWRAP Investment and Trustee for Infinity eWRAP Super/Pension.
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A Product Disclosure Statement (PDS) or Financial Services Guide (FSG) is available for Infinity eWRAP and can be obtained by calling ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison.
This may not include all funds available for retail investment in Australia. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. PortfolioCare eWRAP Investment, Investment Options AMP Dynamic Balanced Fund PDS AMP Dynamic Balanced Fund Incorporated Information.
This information is provided by Asgard Capital Management Ltd. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their. · The fund offers members and their authorised adviser with 3 investment menus: Core, Select and Full, as well as a range of optional platform features and insurance providersAsgard Infinity eWRAP Super Account (Core Menu) is best suited for entry level investors and offers a range of diversified and indexed sector managed investments, as well as term deposits and cash.
ASGARD eWRAP – Investment is an electronic wrap account which allows access to managed investments, shares and a choice of cash offerings through the one centralised contact point.
Investment choice and flexibility When you invest through ASGARD eWRAP – Investment, you can select from ASGARD’s extensive range of managed. · The fund offers members and their authorised adviser with 3 investment menus: Core, Select and Full, as well as a range of optional platform features and insurance providersAsgard Infinity eWRAP Super Account (Select Menu) includes the Core menu and expands to include approximately managed investments, as well as ASX Listed Securities, term deposits and cash.
eWRAP – Investment Change of contact details, authority and adviser information 1. Account details Account number – – Account name Complete this form in BLOCK LETTERS and: • post it to Asgard, PO BoxCloisters Square WA • or fax it to (08) (please don’t send us the original as well) Questions?
Invest for income: Select the investment options that best suit your client and their risk profile from either a compact or full investment menu including term deposits, equities, managed and tailored portfolios, and annuities. ASGARD eWRAP SUPER / PENSION PRODUCT DISCLOSURE STATEMENT (PDS) ISSUE DATE: 1 JULY Investment options • Cash • Term deposits • Managed investments – choose from three investment menus (with access to more than managed investments) (Infinity eWRAP Super.
*. *. Asgard is the administrator of the eWRAP platform. Personal Choice eWRAP is a badged version of Asgard's eWRAP that has the same investment menu with more than wholesale managed fund options and ASX listed shares.
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(The shares for Super/Pension are subject to an available options list of approximately securities). The administrator and custodian of eWRAP Super/Pension is: Asgard Capital Management Ltd (Asgard and the Administrator) ABN 92 Available Investment Options are available free of charge from your financial adviser or by contacting Customer Relations.
An investment in eWRAP Super/Pension is not a deposit or liability of. About Asgard. Asgard has been working behind the scenes with financial advisers since to create products and services that help you reach your financial goals.
Why choose Asgard? At Asgard, we provide you with a comprehensive range of premium investment, superannuation and pension products and award-winning customer fxfn.xn--d1abbugq.xn--p1ai work with you and your financial adviser to make it easy for. Investment income and capital gains are: • taxed at a maximum rate of 15% in Asgard Infinity eWRAP Super account, but the actual rate may be lower.
• taxed at maximum rate of 15% in Asgard Infinity eWRAP Pension account if you have a pre-retirement pension, but the actual rate may be lower. • currently tax free in the Asgard Infinity eWRAP Pension account if you do not have a pre-. Asgard Infinity eWrap Kelly Power Asgard national manager product Asgard has responded to the challenges facing the wealth management industry with its new Infinity eWRAP.
A revolutionary product broken down into individually priced modules that has the ability to adapt simply and cost effectively as clients investment needs change. LifeFocus eWRAP Super/Pension Investment Guide – List of Available Investment Options Information on the managed investments available through LifeFocus eWRAP Super/Pension You can obtain a copy of each Part of the PDS and the List of Available Investment Options from your financial adviser or by calling our Customer Relations team on through Asgard Infinity eWRAP Investment, such as management costs relating to a managed investment or transaction fees for listed securities.
2. The expense recovery used in. · asgard ewrap. ARTICLES. 28 June.
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Financial planning. Netwealth still tops satisfaction ratings. Investment. Financial Advisers - SMSFs. Individual Investors with SMSFs.
Financial Advisers - Insurance. Paraplanners. Technology. Accountants and Solicitors. Financial Services Professional. Asgard eWRAP Offers your clients a comprehensive investment solution. Suitable for self managed super accounts, eWRAP gives your clients access to hundreds of managed funds, all ASX listed shares, two cash options and all the extras they could possibly.
ASGARD eWRAP - Australian Super Finder
• Giving you access to a wide range of investment and insurance options. Infinity is award winning and highly rated 1.
Source: Asgard as at July 2. For further information about the methodology used by Chant West, see fxfn.xn--d1abbugq.xn--p1ai Asgard Infinity eWRAP (Infinity) is a highly flexible and cost effective platform solution.
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• Flexible payment options • Good range of investment options • Utilise a balance booster when applicable on opening an account • Enhanced website for contact ease and to assist with monitoring transaction volumes ⬤ Best Commercial Product - Personal ⊿ Asgard eWRAP Super. Asgard Infinity eWRAP Super. BT Panorama Super (WINNER) BT. > added 47 new managed funds to Asgard eWRAP and Asgard Infinity eWRAP, covering a range of investment strategies.
There are also 13 new Wholesale Plus Funds and an additional ASX-listed securities approved and now ready to invest in. 4 | Asgard Infinity eWRAP Super/Pension – Supplementary Product Disclosure Statement Asgard Infinity eWRAP Super/Pension – Supplementary Product Disclosure Statement | 5 On page 32 of the PDS, replace fee example with the following: Example: Balanced investment option 1 Balance of $50, with total contribution of $5, during year 2.
Portfolio Solutions eWRAP Super/Pension (continued) Type of Fee Amount How and when paid Advice fees Refer to the ‘List of Available Investment Options’ and the product disclosure Account Administrator is BT Portfolio Services Limited ABN 73 (BTPS).
BTPS is a related body corporate of Asgard and BTFM. 6. The declared.
Asgard Asgard Infinity eWRAP Super Account (Select Package ...
notified to you) change to “Asgard eWRAP Super/Pension”. Certain fees and costs may increase and the investment options available to you may change. You will only be able to provide instructions in a limited manner (and where possible, only by completing a form), and will lose access to a number of automated and other account features. · LifeFocus Wholesale eWrap Investment PDS - 3 September LifeFocus Wholesale eWrap Super/Pension PDS - 1 October Managed Fund Product Disclosure Statements: Alphinity Sustainable Share Fund.
Australian Equities Extension Fund. AXA ESG SmartBeta. Candriam (Dexia) Sustainable Global Equity Fund. to Asgard eWRAP Investment only) As an existing investor investing through Asgard eWRAP Investment, your administration fee structure remains unchanged and there is no action required by you. Currently, a portion of your administration fee may be paid on to your financial adviser’s dealer group and this will remain unchanged.
managed investment, this investment will be fully redeemed and the balance remaining will be placed in your cash balance to be invested according to your current investment profile. 4. Payment options Please complete at least one of the following options. Option 1: Transfer to another Asgard account.
Super/Pension account Payment request
Asgard Infinity eWRAP Super/Pension Updating the information in the Product Disclosure Statement This update, dated 1 Julyrelates to the Product Disclosure Statement dated 1 July (PDS) for Asgard Infinity eWRAP Super/Pension (ABN 90 ). Selecting Advanced Options will display a drop down of any bank or other non-unitised investments appearing in the Security Code chart.
This chart will contain the relevant mapping codes used by the Asgard feed to load data to the correct account. These fields will be empty until the feed is operating. The ratings, released to Super Review, have revealed the top ten funds "personal" funds for investment options as being: Asgard Elements Super; Asgard eWrap Super; Asgard Infinity eWrap Super; IOOF Employer Super — Personal Division; IOOF Portfolio Services Personal Superannuation; MLC Navigator Retirement Plan; MLC Navigator Retirement Plan.
· For both options, those with more to invest (greater than $50,) can expect to pay less. BT SuperWrap (BT is part-owned by Westpac), Asgard eWrap (formerly part of. The declared interest rate paid on the Asgard cash account will be reduced to 28 basis points from 22 May BT has confirmed to ifa sister publication InvestorDaily that the interest paid on cash held on eWRAP Super/Pension, Infinity eWRAP Super/Pension, managed accounts and Elements Super/Pension and Investments will be cut from 40 basis points to 28 basis points.
· and Asgard eWRAP (Investment and Super/Pension) platforms.
Asgard Ewrap Investment Options. Asgard Personal Protection Package - FYG Planners
The ETFs offered by the joint venture between Australia and New Zealand Banking Group (‘ANZ’) and ETF Securities were listed on the Australian Securities Exchange on June 12, representing the first entry by one of Australia’s big four banks into the rapidly expanding domestic ETF.
· • an Asgard eWRAP Investment Account • an Asgard Infinity eWRAP Investment Account • an Asgard Elements Investment Account • an eCASH Account • a CASH Connect Account Monthly Benefit definition selected If you select the Indemnity option, your premium rates are discounted by. Asgard Wealth Solutions has launched a new gearing capability with eWrap platform investments for self-managed superannuation fund (SMSF) members.
No personal guarantees are required for the product and SMSF trustees have the option of investing in most funds available on the eWrap platform. Asgard is the custodian and administrator for the Super Funds, as well as the issuer and administrator for the Asgard Infinity eWRAP Investment Account (IDPS product).
BT and Asgard’s conduct were the subject of a case study by the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry – see Volume 2. · Product Disclosure Statement – Asgard Infinity eWRAP Super/Pension | 1 Asgard Infinity eWRAP Super/Pension 1. About Infinity eWRAP Super/Pension 2 2.
What you need to know about super 5 3. How infinity eWRAP Super/Pension works 7 4.
What are the risks? 12 5. Fees and other costs 13 6. General information 20 7. Quick reference guide 23 About BTFM. The Heron Partnership makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates.
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The Heron Partnership is authorised to provide general financial product advice for certain classes of financial products, including life products, retirement savings accounts and superannuation.