Invest your Super with Milford
We would love to help you invest your personal super into a Milford Managed Fund. If you do not have a SMSF, our platform arrangement with superannuation provider netwealth can help you with this, or speak to your financial adviser.
To get started, follow these three steps:
Open a netwealth account
Simply register your interest on our form below, and netwealth’s dedicated team will reach out to help you open a Super Accelerator Plus account. They will give you a Super Accelerator Plus Product Disclosure Statement (PDS), which contains information about the key features of Super 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.
Transfer some or all of your super
Once your Super Accelerator Plus account is established, you can transfer your super from your current super fund(s). The transfer (or “rollover”) is a straightforward process handled by netwealth and you can opt to transfer only a portion of your super balance across. You can also choose to make additional contributions to your netwealth super, such as employee and non-concessional contributions. (This is subject to you being eligible to make super contributions, which is generally determined by your age and/or employment status.)
Choose Milford’s Managed Funds
The following Milford funds are currently available on the netwealth platform:
- Milford Australian Absolute Growth Fund
- Milford Dynamic Small Companies Fund
Once your account is funded, you can purchase units in these funds on the platform. 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. You even have the option to nominate a reinvestment plan for distributions or to dollar-cost average for future purchases.
Register your interest
If you are ready to get started, complete this form and the netwealth customer service team will help get you started.
Netwealth’s dedicated customer service team is ready to help you every step of the way – 1800 888 223.
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.