Netwealth

Netwealth introduces a new fee structure and premium features from 1 March 2020.

The BlackRock GSS Diversified Index Models use passive strategies across asset classes with annual reviews.

Netwealth Super Accelerator Plus adds global ETFs to superannuation portfolios with reporting and trading tools.

Netwealth provides tools to help users manage super and investment accounts.

Netwealth’s 2025 AdviceTech Buyer’s Guide compares tools and adoption benchmarks for financial advice practices.

The company offers special reports, articles, presentations, and podcasts on industry opportunities.

Netwealth’s 2024 Accelerate On Tour visits Melbourne, Adelaide, Perth, Sydney, and Brisbane in March–April 2024.

Important information about managed funds

The company promotes financial technology to redefine how people view wealth.

Netwealth publishes its Annual Corporate Sustainability Report and Modern Slavery Statement.

Netwealth’s livestream with Keat Chew covers four technical advice areas for financial planning in 2021.

Netwealth offers a form for wealth professionals to request assistance with enquiries.

The company provides a form for users to submit enquiries or complaints.

Netwealth’s award-winning platform supports business operations and client outcomes.

Netwealth outlines its cookie usage practices on its website.

Netwealth explains its policies for collecting and managing personal information.

Netwealth Group Ltd delivers record **Financial Year Under Advice (FUA)** figures in its FY 2026 earnings call, signaling strong client engagement. The company outlines strategic initiatives to expand its advisory services and digital platform capabilities. Leadership emphasizes scaling client acquisition and operational efficiency amid competitive market conditions.

Aug 2026Yahoo FinanceNews article

Netwealth reports a 22% year-over-year increase in funds under management and administration (FUMA) to AUD 158 billion in Q3 fiscal 2026. Twelve-month net custodial flows account for 15% of funds under administration (FUA), down from 18% in the same period last year. The company maintains stable fee margins despite slower-than-expected growth.

Apr 2026Morningstar, Inc.News article

Milliman introduces the **SmartShield series**, its first managed account offering, designed to advise, hedge, and consult on investments across **$240 billion in assets**. The solution leverages Netwealth’s distribution platform to reach advisers and clients, expanding access to Milliman’s expertise. Netwealth, a fast-growing Australian fintech, supports the rollout to capitalize on rising adviser demand for managed account solutions.

Jul 2020AdviserVoiceNews article

PSK Group nears 100 financial advisers following the addition of four new advisers. The firm attributes its growth to increased adoption of advicetech tools, which streamline operations and improve client outcomes. Industry trends suggest technology-driven practices achieve higher profitability and efficiency compared to traditional models.

Jul 2020Money ManagementNews article