Pro time-saver tips for Netwealth users

Pro time-saver tips for Netwealth users

Presented by Lucy Gaff 09 March 2021

Today’s speaker Lucy Gaff Training and Relationship Manager (VIC) Netwealth Investments

Housekeeping Enter your questions in the chat Posting to social?

This webinar is being recorded

Slides will be sent to you after the webinar via email 3

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Use #netwealthinvest or tweet @netwealthInvest We will get to them at the end of the webinar

Disclaimer

Disclaimer This information has been prepared and issued by Netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975, RSE L0000192). It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances and seek any independent financial or other professional advice you may require. The relevant disclosure document should be obtained from Netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any netwealth product.

While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person, including Netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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A little bit about Netwealth See wealth differently

As a specialist platform provider, Netwealth provides financial advisers with a wide range of financial products & services to help manage their clients’ investments and superannuation.

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Award winning platform Industry recognition for overall satisfaction, service excellence and technology

Investment Trends 2020 Platform Benchmarking Report

Investment Trends Planner Technology Report

Highest overall satisfaction score among primary users for the 9th year in a row

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Chant West Best Advised Product

Asia's 200 Best Under A Billion1

Pro tips for Netwealth power users

Want time back to focus on your clients?

How simple online processing and reporting = more time back in your day

Three areas of focus: 1. Optimising tax outcomes for clients 2. Streamlined charging and client consent for advice fees 3. Managing cash in client portfolios Our awarding winning reporting functionality underpins all of our great online features.

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Optimising tax outcomes for clients

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Multiple ways to control tax outcomes for clients

Default (coming soon) • Automatic settings for new & existing accounts

Set at account level • Customised preferences that can be updated instantly

Housekeeping reporting

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Parcel level • Choice at the transaction level

Account settings Set a CGT method at the account level, to be used each time you trade

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Trading at an account level View our preferences as you trade

• View CGT outcomes based on your preferences • Make changes on the go • View CGT outcomes based on your preferences • Make changes on the go

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Parcel selection You can still override account level preferences if you need to

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On screen reporting Analyse one account’s tax position

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Housekeeping Plus view CGT methodology for all clients

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Streamlined charging and client consent for advice fees

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Streamlining the advice fee process Online consent and management

• Advice fee flexibility with fixed term fees online • Release, rebate or charge ad-hoc fees without paperwork • Fee reporting

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Fixed term fees Flexible options, and online efficiency

• Customised term (up to 12 months) • Flexible payment options: – Monthly; – Quarterly – Half-yearly

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Fixed term fees Implementing fee arrangements

• Smart alerts • Expired fee reports • Online renewal process Fee consents coming soon !

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Release, rebate or reduce client fees Without paperwork

• No client approval required for a reduction, rebate or release of fees

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Increase or charge Adhoc fees And send an online proposal

• Client approval required to charge Adhoc fees or increase existing (simple online proposal)

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Family Fee Groups

• Family fee linking controlled online by you

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Housekeeping

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Managing cash in client portfolios

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Managing cash

Automate cash movements by: • Setting up a monthly cash target; • Streamlining withdrawals and payments; or • Reviewing account settings in bulk

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Cash Settings

1. Manage cash positions by setting a cash target & buy/sell triggers; 2. Choose to sweep all cash into managed fund/managed accounts each month, and; 3. Choose which assets you want to sell if liquidity is needed.

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Streamlined withdrawals

• Use our BPAY or pay anyone facility to pay recurring and one off bills (up to $5,000 per day) • Online approvals no paperwork required

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Managing trusted accounts

• Pay to your nominated account at anytime • Online approval to add a new bank account for withdrawals

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Housekeeping

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Netwealth support

Training and Relationship team A national presence

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In summary

To save you time and get back to serving clients, consider implementing the following time saving tools • Set CGT preferences • Manage fees online • Update your cash settings • Utilise our support options ANY time • Book a session with your local TRM

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Questions?

Thank you

Disclaimer This information has been prepared and issued by Netwealth Investments Limited (netwealth), ABN 85 090 569 109, AFSL 230975, RSE L0000192). It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances and seek any independent financial or other professional advice you may require. The relevant disclosure document should be obtained from Netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any netwealth product.

While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person, including Netwealth, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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