Netwealth is one of Australia’s leading independent investment platforms, offering superannuation, pension, and investment products through its wrap platform. It is a publicly listed company (ASX: NWL) and is primarily used by financial advisers and their clients.
Key Facts
| Feature | Detail |
|---|---|
| Fund type | Retail (wrap platform) |
| ASX listed | Yes (NWL) |
| Target market | Advisers and high-balance self-directed investors |
| Website | netwealth.com.au |
Products
- Netwealth Super Accelerator — wrap super with broad investment menu
- Netwealth Pension Accelerator — account-based pension
- Netwealth Super Accelerator Core — simplified lower-cost option
Fees
Netwealth uses a tiered fee structure:
- Platform fee: Reduces with balance (approximately 0.35–0.65% p.a. depending on tier)
- Investment fees: Depend on chosen investments (managed funds, ETFs, direct shares)
- The platform fee alone does not represent total cost — investment management costs are additional
Netwealth’s fees can be competitive for high-balance members who use lower-cost ETF or indexed investment options. At lower balances, total costs may be higher than industry alternatives.
Investment Options
Netwealth is known for a broad investment menu:
- Direct ASX shares
- ETFs (ASX-listed)
- Managed funds (domestic and international, hundreds of options)
- Term deposits
- Separately managed accounts (SMAs)
- Listed investment companies (LICs)
This breadth is a key differentiator — very few industry funds allow direct share investment inside super.
Performance
As a platform, performance depends on chosen investments. Netwealth does not manage the underlying investments — the member or adviser selects investments from the menu.
Who Netwealth Suits
- Members with $250,000+ who want direct investment access inside super
- Self-directed investors working with financial advisers
- Members who want to hold shares, ETFs, and managed funds in one super account
Less suitable for: Members who want a simple, hands-off default fund.
For advice on whether Netwealth suits your needs, speak with a licensed financial adviser. Find an adviser via MoneySmart. For more: Macquarie Super Review, North Super Review, Super Fund Comparison Table.