Asgard Infinity Ewrap Super Pds
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.
Asgard infinity ewrap super pds. Asgard is a subsidiary of westpac and a member of the westpac group. For all assets on asgard open ewrap super pension and for assets other than listed securities on asgard open ewrap investment administration fee of 0 250 p a. Our core offer may be suitable when you re just starting out and you can add a range of optional features as your investment strategy evolves to meet your changing lifestyle needs. This list forms part of the asgard infinity ewrap super pension pds.
Asgard infinity ewrap investment is a flexible wrap platform account that can be tailored specifically for you as your investment needs change. To reflect that asgard ewrap super pension has introduced a minimum balance of 10 000 following a withdrawal or rollover the following information is added to the pds. The pds and the aib are available free of charge from your financial adviser or by calling our customer relations team on 1800 731 812. Tools for advisers we ve created a range of infinity brochures user guides and support material for you and your team.
Before deciding to open an infinity account you should consider the pds or fsg as the case requires. For the listed security portion of asgard open ewrap investment. You can also customise infinity to the fee for service that best suits your business and your clients. Elcome to infinity asgard infinity ewrap is a fully customisable low cost platform that s a smart solution for a wide range of clients.
Before applying for an asgard infinity ewrap super pension account it is important you read along with this list the product disclosure statement pds and the additional information booklet the aib for asgard infinity ewrap super pension. And as clients needs change you simply add new features. Choose what your client needs from managed funds equities term deposits and insurance. Add a new paragraph to the end of the section titled withdrawals accessing your super in the pds as follows.
A product disclosure statement pds for infinity ewrap super pension and a financial services guide idps guide fsg for infinity ewrap investment both issued by asgard are available and can be obtained by calling 1800 731 804. On balances up to 850 000 capped minimum administration fee of 750 p a. Infinity starts with a low cost core offer and provides the choice of a range of optional features so that you can customise the platform to suit your client s specific needs. Asgard capital management ltd abn 92 009 279 592 afsl 240695 asgard and the administrator is the custodian and administrator of infinity ewrap super pension.