Resources
For more information on the JBWere resources below, please email our Investor Services team or call us on 1800 812 267 or +61 3 9906 5075 from outside Australia.
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The JBWere Multi-Asset Platform is our central offering for our Private Wealth Management clients. It provides you with access to a comprehensive range of products and services including:
- Advisory services
- Investment advice
- Asset allocation
- Strategic Financial Planning
- Execution and settlement of trades
- Custody and administration of assets
- An Investor Directed Portfolio Service
- Consolidated portfolio reporting
- Discretionary and managed portfolio solutions
Key documents
Additional information
- Advisory services
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The JBWere Cash Trust has been specially designed to operate as a cash hub for your investments. Available to Australia and New Zealand residents, it is a registered managed investment scheme, which means your money is pooled with other clients’ money and you receive units in the Trust.
There are no establishment fees for opening an account and you will earn a competitive return on your entire account balance.
The current interest rate is 0.66% p.a.^
A Product Disclosure Statement (PDS) is available for the JBWere Cash Trust and can be downloaded from this page. The PDS is issued by MLC Investments Limited, as Trustee for the JBWere Cash Trust. Class Order 14/1252 applies to this PDS. Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. Accordingly, before making a decision to invest in the JBWere Cash Trust, you should consider the PDS and Terms of Facilities, and assess whether it is appropriate in light of your own financial circumstances or contact your advisor.
JBWere Cash Trust website update for new investors - 1 July 2017
JBWere Cash Trust website update for new investors - 11 April 2018
Changes to the JBWere Cash Trust Interest Rate - 16 September 2019
^This interest rate is payable net of management costs (which vary up to 0.90% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.
Last updated: 16 September 2019
Key documents
Cash Trust Product Disclosure Statement
Website Update for New Investors
Fund Payment Notice September 2018
Fund Payment Notice December 2018
Fund Payment Notice March 2019
Fund Payment Notice September 2019
Forms to manage your account
Cash Trust Account Nomination Form
Cash Trust Additional Facilities Form
Cash Trust Additional Signatories Form
Cash Trust Statutory Declaration and Indemnity Form
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Our Broking and Execution service gives you access to investment advice and trade execution across ASX-listed securities and Exchange Traded Options (ETOs). Trade execution, clearing and settlement for the service is provided by WealthHub Securities Limited.
Investments accessible via this service include:
- ASX Equities
- ASX Warrants
- ASX Partly Paid Securities
- ASX Exchange Traded Funds
- ASX Exchange Traded Options
You will also have access to your online account to view your investment portfolio and transactions, research and model portfolios.
Important Notice
WealthHub Securities Limited ABN 83 089 718 249 AFSL 230704 (‘WealthHub Securities’) is a Market Participant of the Australian Securities Exchange Limited (‘ASX’) and Chi-X Australia Pty Ltd (‘Chi-X’) and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (‘NAB’). NAB does not guarantee the performance or obligations of WealthHub Securities or the products or services WealthHub Securities offers. The JBWere Exchange Traded Options Product Disclosure Statement (PDS) can be downloaded from this page. The PDS is issued by WealthHub Securities Limited. The information contained in the PDS has been prepared without taking into account your investment objectives, financial situation or needs. Before making a decision to invest in Exchange Traded Options you should consider the PDS and assess whether ETOs are appropriate for you in light of your own financial circumstances.Key documents
Appointing an Authorised Person
JBWere Client Identification Documents
WealthHub Financial Services Guide for JBWere Clients
WealthHub Best Execution Policy
JBWere Exchange Traded Options Product Disclosure Statement (ETO PDS)
- ASX Equities
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JBWere Philanthropic Services is a dedicated specialist team established in 2001 to encourage, support and assist the broader community by providing professional strategic advice to individuals, families, companies and for-purpose organisations.
Our team works with a diverse group of donors, from private individuals to some of Australia’s most experienced philanthropic families. We also assist Australian charitable and other ‘for purpose’ organisations to effectively manage their resources to maximise the impact of the wide range of services they provide to the Australian community.
We can be contacted for any queries you may have regarding philanthropic options available to you or any aspect relating to the JBWere Charitable Endowment Fund (CEF).
Key documents
Call us on 1800 812 267