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Invest in Lonsec's Managed Portfolios

Get started with Lonsec Managed Potfolios

To invest in any of Lonsec’s manged portfolio investment solutions, we’ve teamed up with industry-leading managed account administration provider, netwealth.

Getting started is easy – simply open an account with netwealth, transfer some or all of your SMSF funds to netwealth Wealth Accelerator Plus, then allocate an investment to any of the Lonsec Managed Account investment options that suit your needs.

Follow these simple steps below to invest into Lonsec’s managed portfolio solutions.

1. Open a netwealth account

Simply complete the online form on the right of this page, and netwealth’s dedicated customer service team will contact you to help you open a Investment Accelerator Plus account. They will give you a Wealth Accelerator Plus Product Disclosure Statement (PDS), which contains information about the key benefits and features of Wealth Accelerator Plus, and they can also answer any questions you may have. Once your completed and signed application has been received by netwealth, setup usually takes 1-2 business days.

 

2. Transfer some or all of your SMSF funds

Once your Wealth Accelerator Plus account is established, you can transfer funds from your SMSF bank account.

 

3. Invest in Lonsec Managed Portfolios

Once your account is funded, you can invest in Lonsec Managed Portfolios. The entire transaction can be completed through your netwealth online account. Simply login and purchase the quantity you would like or have been advised as appropriate, much like online share trading. You even have the option to nominate a reinvestment plan for distributions or to dollar cost average for future purchases.

netwealth’s dedicated customer service team are ready to guide you every step of the way. They can be contacted at 1800 888 223.

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If you are ready to begin, complete the form below and the netwealth customer service team will get you started.

ABOUT netwealth

netwealth was founded in 1999 to provide astute investors with a better way to invest and protect their current and future financial wellbeing. netwealth is part of netwealth Group Limited, one of Australia’s largest privately owned wealth management companies, and provides a range of innovative and award winning investment, super, managed account and advice solutions to Australian advisers, members and investors.